Holders — by stockHoldings — by fund
ARGUS INVESTORS' COUNSEL, INC.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000007195
$129.9M
disclosed book value
106
positions
5.9%
largest position share
Positions, as of 2026-06-30
top 100 of 106 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMATApplied Materials Inc | 10,528 | $7.6M | 5.9% |
| 2 | NVDANvidia Corp | 27,799 | $5.6M | 4.3% |
| 3 | GOOGLAlphabet Inc | 15,356 | $5.5M | 4.2% |
| 4 | PWRQuanta Services Inc | 7,443 | $5.4M | 4.1% |
| 5 | LLYEli Lilly and Company | 3,987 | $4.8M | 3.7% |
| 6 | ADIAnalog Devices Inc | 11,932 | $4.7M | 3.6% |
| 7 | AAPLApple Inc | 15,813 | $4.6M | 3.5% |
| 8 | JPMJPMorgan Chase & Co | 13,476 | $4.4M | 3.4% |
| 9 | COSTCostco Wholesale Corp | 4,244 | $4.0M | 3.1% |
| 10 | TTTrane Technologies plc | 7,618 | $3.7M | 2.9% |
| 11 | URIUnited Rentals Inc | 3,196 | $3.6M | 2.8% |
| 12 | METAMeta Platforms Inc | 5,815 | $3.3M | 2.5% |
| 13 | AMZNAmazon.com Inc | 11,769 | $2.8M | 2.2% |
| 14 | VVisa Inc | 7,810 | $2.7M | 2.1% |
| 15 | WFCWells Fargo & Company | 29,328 | $2.4M | 1.9% |
| 16 | BLKBlackRock Inc | 2,392 | $2.3M | 1.8% |
| 17 | SCHWSchwab Charles Corp | 24,598 | $2.3M | 1.7% |
| 18 | TRGPTarga Resources Corp | 8,333 | $2.2M | 1.7% |
| 19 | ANETArista Networks Inc | 13,108 | $2.2M | 1.7% |
| 20 | ORCLOracle Corp | 14,585 | $2.1M | 1.6% |
| 21 | PANWPalo Alto Networks | 6,185 | $2.1M | 1.6% |
| 22 | KLACKLA Corp | 6,517 | $2.0M | 1.5% |
| 23 | GDGeneral Dynamics Corp | 5,106 | $1.8M | 1.4% |
| 24 | SPGIS&P Global Inc | 4,124 | $1.7M | 1.3% |
| 25 | SNOWSnowflake Inc | 6,448 | $1.6M | 1.3% |
| 26 | DELLDell Technologies Inc | 3,341 | $1.4M | 1.1% |
| 27 | MSFTMicrosoft Corp | 3,761 | $1.4M | 1.1% |
| 28 | NYTNew York Times Co | 19,719 | $1.4M | 1.1% |
| 29 | AVGOBroadcom Inc | 3,645 | $1.4M | 1.1% |
| 30 | LRCXLam Research Corp | 3,104 | $1.3M | 1% |
| 31 | CEGConstellation Energy Corp | 5,248 | $1.3M | 1% |
| 32 | DXCMDexCom Inc | 17,876 | $1.2M | 0.9% |
| 33 | AXPAmerican Express Co | 3,466 | $1.2M | 0.9% |
| 34 | GEGE Aerospace | 3,067 | $1.1M | 0.9% |
| 35 | XOMExxonMobil Holdings Corp | 7,893 | $1.1M | 0.8% |
| 36 | UBERUber Technologies Inc | 13,350 | $963,336 | 0.7% |
| 37 | TJXTJX Companies | 6,354 | $962,631 | 0.7% |
| 38 | DASHDoorDash Inc | 5,188 | $957,342 | 0.7% |
| 39 | IWFiShares Russell 1000 Grw ETF | 7,390 | $917,616 | 0.7% |
| 40 | BNYBank of New York Mellon Corp | 6,112 | $883,856 | 0.7% |
| 41 | WMTWalmart Inc | 7,773 | $880,370 | 0.7% |
| 42 | JNJJohnson & Johnson | 3,120 | $792,386 | 0.6% |
| 43 | MAMastercard Inc | 1,522 | $781,779 | 0.6% |
| 44 | MRVLMarvell Technology Inc | 2,368 | $705,404 | 0.5% |
| 45 | PHParker-Hannifin Corp | 683 | $668,056 | 0.5% |
| 46 | HWMHowmet Aerospace Inc | 2,436 | $654,943 | 0.5% |
| 47 | TSMTaiwan Semiconductor Manufactu | 1,340 | $639,944 | 0.5% |
| 48 | IEIiShares 3-7 Yr Treasury Bond E | 5,338 | $626,948 | 0.5% |
| 49 | TXNTexas Instruments Inc | 2,083 | $620,880 | 0.5% |
| 50 | SPHQInvesco S&P 500 Quality ETF | 6,726 | $606,013 | 0.5% |
| 51 | STTState Street Corporation | 3,438 | $583,085 | 0.4% |
| 52 | AMGNAmgen Inc | 1,567 | $567,442 | 0.4% |
| 53 | DUKDuke Energy Corp | 4,448 | $563,028 | 0.4% |
| 54 | GLWCorning Inc | 2,094 | $534,870 | 0.4% |
| 55 | NDAQNasdaq Inc | 6,490 | $511,522 | 0.4% |
| 56 | ECLEcolab Inc | 1,815 | $505,677 | 0.4% |
| 57 | IBMInternational Business Machine | 1,793 | $504,210 | 0.4% |
| 58 | SOThe Southern Company | 5,230 | $500,563 | 0.4% |
| 59 | EFAiShares MSCI EAFE ETF | 4,645 | $482,523 | 0.4% |
| 60 | FLOTIShares Floating Rate Bond ETF | 9,414 | $480,585 | 0.4% |
| 61 | ATOAtmos Energy Corp | 2,758 | $475,121 | 0.4% |
| 62 | DMBSDoubleline ETF Trust-Mortgage | 9,674 | $474,892 | 0.4% |
| 63 | BSVVanguard Short-Term Bd ETF | 6,091 | $474,550 | 0.4% |
| 64 | MCKMcKesson Corp | 625 | $472,250 | 0.4% |
| 65 | BBBSBondbloxx 1-5 Year Corporate B | 9,116 | $465,326 | 0.4% |
| 66 | TMOThermo Fisher Scientific | 928 | $465,262 | 0.4% |
| 67 | VCITVanguard Interm-Tm Corp Bd Idx | 5,535 | $457,468 | 0.4% |
| 68 | IWMiShares Russell 2000 Index ETF | 1,442 | $433,249 | 0.3% |
| 69 | XHLFBondbloxx Bloomberg Six Mth Ta | 8,344 | $419,703 | 0.3% |
| 70 | RJFRaymond James Financial Inc | 2,723 | $413,978 | 0.3% |
| 71 | DHRDanaher Corp | 2,098 | $399,627 | 0.3% |
| 72 | PGXInvesco Preferred ETF | 36,834 | $399,281 | 0.3% |
| 73 | CSCOCisco Systems Inc | 3,366 | $395,370 | 0.3% |
| 74 | NFLXNetflix Inc | 5,298 | $378,277 | 0.3% |
| 75 | CATCaterpillar Inc | 330 | $351,417 | 0.3% |
| 76 | IVViShares Core S&P 500 | 464 | $347,485 | 0.3% |
| 77 | VZVerizon Communications Inc | 8,052 | $340,922 | 0.3% |
| 78 | HOODRobinhood Markets | 3,327 | $333,632 | 0.3% |
| 79 | NUENucor Corp | 1,470 | $327,442 | 0.3% |
| 80 | USBUS Bancorp | 5,233 | $316,073 | 0.2% |
| 81 | IPInternational Paper Co | 8,285 | $315,658 | 0.2% |
| 82 | NSCNorfolk Southern Corp | 1,000 | $314,590 | 0.2% |
| 83 | RTXRTX Corporation | 1,630 | $309,260 | 0.2% |
| 84 | MSMorgan Stanley | 1,460 | $305,198 | 0.2% |
| 85 | SCHDSchwab US Dividend Equity ETF | 9,077 | $287,832 | 0.2% |
| 86 | EMREmerson Elec Co | 2,010 | $287,731 | 0.2% |
| 87 | UNPUnion Pacific Corp | 1,050 | $285,600 | 0.2% |
| 88 | MARMarriott International | 730 | $270,531 | 0.2% |
| 89 | PGThe Procter & Gamble Co | 1,808 | $265,125 | 0.2% |
| 90 | ACNAccenture plc | 2,115 | $263,191 | 0.2% |
| 91 | APDAir Prods & Chems Inc | 895 | $262,396 | 0.2% |
| 92 | ITWIllinois Tool Wks Inc | 947 | $256,135 | 0.2% |
| 93 | WMWaste Management Inc | 1,141 | $254,318 | 0.2% |
| 94 | HDHome Depot Inc | 720 | $253,930 | 0.2% |
| 95 | BDXBecton Dickinson & Co | 1,580 | $239,101 | 0.2% |
| 96 | ABTAbbott Labs | 2,623 | $238,050 | 0.2% |
| 97 | AMTAmerican Twr Corp-REIT | 1,435 | $234,723 | 0.2% |
| 98 | SYKStryker Corp | 742 | $233,611 | 0.2% |
| 99 | DISThe Walt Disney Co | 2,395 | $230,519 | 0.2% |
| 100 | AMPAmeriprise Financial Inc | 483 | $221,581 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.