Argyle Capital Management Inc. Portfolio Holdings

Argyle Capital Management Inc.

  • $290 Million
  • Q4 2025

Argyle Capital Management Inc. has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $290 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13.7M, Eli Lilly & CO with a value of $11.3M, Mckesson Corp with a value of $8.99M, Jpmorgan Chase & CO with a value of $8.88M, and Raytheon Technologies Corp with a value of $7.29M.

Examining the 13F form we can see an increase of $4.83M in the current position value, from $285M to 290M.

Below you can find more details about Argyle Capital Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $290 Million
Technology: $58.2 Million
Healthcare: $57 Million
Industrials: $43.3 Million
Financial Services: $40.2 Million
Energy: $23.3 Million
Consumer Cyclical: $17.9 Million
Utilities: $16.4 Million
Consumer Defensive: $13.7 Million
Other: $19.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$13.7 Million 4.74% of portfolio
27,055
Q4 2025 Reduced 0.45%
$971B
$11.3 Million 3.9% of portfolio
11,077
Q4 2025 Reduced 0.27%
$121B
$8.99 Million 3.1% of portfolio
10,674
Q4 2025 Reduced 0.19%
$881B
$8.88 Million 3.06% of portfolio
29,554
Q4 2025 Reduced 0.5%
$258B
$7.29 Million 2.51% of portfolio
41,501
Q4 2025 Reduced 0.66%
$266B
$6.99 Million 2.41% of portfolio
23,535
Q2 2025 Reduced 1.67%
$183B
$6.62 Million 2.28% of portfolio
19,371
Q2 2025 Reduced 1.02%
$74.3B
$6.33 Million 2.18% of portfolio
34,425
Q3 2025 Added 2.6%
$291B
$6.19 Million 2.13% of portfolio
11,204
Q4 2025 Reduced 2.78%
$319B
$6.05 Million 2.09% of portfolio
77,756
Q4 2025 Reduced 0.02%
$235B
$5.9 Million 2.03% of portfolio
63,516
Q4 2025 Added 6.1%
$593B
$5.45 Million 1.88% of portfolio
24,771
Q4 2025 Reduced 0.2%
$144B
$5.17 Million 1.78% of portfolio
10,853
Q2 2025 Reduced 2.69%
$522B
$5.17 Million 1.78% of portfolio
25,904
Q2 2025 Reduced 0.38%
$413B
$4.74 Million 1.64% of portfolio
92,142
Q3 2025 Reduced 0.43%
$27B
$4.73 Million 1.63% of portfolio
39,991
Q4 2025 Reduced 2.68%
$303B
$4.14 Million 1.43% of portfolio
26,758
Q4 2025 Added 1.81%
$143B
$4.09 Million 1.41% of portfolio
117,905
Q4 2025 Reduced 0.1%
$181B
$3.92 Million 1.35% of portfolio
153,749
Q4 2025 Added 1.32%
$100B
$3.91 Million 1.35% of portfolio
55,419
Q4 2025 Reduced 1.25%
$96.4B
$3.88 Million 1.34% of portfolio
31,034
Q4 2025 Added 2.11%
$40.4B
$3.76 Million 1.3% of portfolio
33,560
Q4 2025 Added 4.42%
$96.7B
$3.76 Million 1.3% of portfolio
78,666
Q2 2025 Reduced 1.71%
$306B
$3.68 Million 1.27% of portfolio
52,020
Q4 2025 Reduced 0.38%
$141B
$3.66 Million 1.26% of portfolio
145,926
Q4 2025 Added 5.8%
$18B
$3.63 Million 1.25% of portfolio
28,511
Q2 2025 Reduced 1.04%
$128B
$3.59 Million 1.24% of portfolio
37,260
Q4 2025 Added 0.54%
$29.4B
$3.58 Million 1.23% of portfolio
156,693
Q3 2025 Added 3.98%
$317B
$3.49 Million 1.21% of portfolio
41,873
Q4 2025 Reduced 0.04%
$172B
$3.47 Million 1.2% of portfolio
84,604
Q4 2025 Added 2.16%
$57.9B
$3.38 Million 1.17% of portfolio
15,790
Q2 2025 Reduced 1.53%
$99.5B
$3.37 Million 1.16% of portfolio
71,962
Q4 2025 Added 4.75%
$113B
$3.33 Million 1.15% of portfolio
37,577
Q4 2025 Reduced 0.05%
$91.4B
$3.32 Million 1.14% of portfolio
20,048
Q2 2025 Reduced 1.96%
$62.7B
$3.1 Million 1.07% of portfolio
39,395
Q4 2025 Added 4.63%
$123B
$3.1 Million 1.07% of portfolio
10,498
Q4 2025 Added 5.0%
$68.5B
$2.97 Million 1.02% of portfolio
20,867
Q2 2025 Added 2.2%
$22.7B
$2.86 Million 0.99% of portfolio
7,550
Q2 2025 Reduced 2.58%
$34.7B
$2.66 Million 0.92% of portfolio
19,896
Q2 2025 Added 2.37%
$27.1B
$2.63 Million 0.91% of portfolio
71,516
Q4 2025 Added 1.42%
$68.7B
$2.59 Million 0.89% of portfolio
27,505
Q4 2025 Added 0.36%
$26.3B
$2.42 Million 0.84% of portfolio
13,511
Q1 2025 Added 8.32%
$85.9B
$2.37 Million 0.82% of portfolio
11,327
Q3 2025 Reduced 0.44%
$103B
$2.38 Million 0.82% of portfolio
30,417
Q2 2025 Added 0.66%
$111B
$2.38 Million 0.82% of portfolio
7,019
Q4 2025 Reduced 0.89%
$98.6B
$2.38 Million 0.82% of portfolio
26,271
Q4 2024 Added 3.24%
$59.5B
$2.23 Million 0.77% of portfolio
49,616
Q4 2025 Added 0.51%
$79.5B
$1.95 Million 0.67% of portfolio
15,614
Q4 2025 Reduced 2.98%
$328B
$1.88 Million 0.65% of portfolio
6,272
Q3 2024 Added 0.85%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $290 Million
  • Prior Value $285 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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