Holders — by stockHoldings — by fund
Argyle Capital Management, LLC
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 0001321194
$347.2M
disclosed book value
138
positions
4.1%
largest position share
Positions, as of 2026-06-30
top 100 of 138 · 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 | INTCIntel Corp | 102,925 | $14.4M | 4.1% |
| 2 | LLYLilly Eli & Co | 10,767 | $12.9M | 3.7% |
| 3 | CATCaterpillar Inc Del | 10,082 | $10.7M | 3.1% |
| 4 | MSFTMicrosoft Corp | 26,840 | $10.0M | 2.9% |
| 5 | JPMJP Morgan Chase & Co | 29,477 | $9.6M | 2.8% |
| 6 | CSCOCisco Sys Inc | 77,244 | $9.1M | 2.6% |
| 7 | PNCPNC Finl Svcs Group Inc | 34,505 | $8.5M | 2.4% |
| 8 | MRKMerck & Co Inc | 62,540 | $8.0M | 2.3% |
| 9 | MCKMcKesson Corp | 10,424 | $7.9M | 2.3% |
| 10 | RTXRTX Corporation | 40,873 | $7.8M | 2.2% |
| 11 | DELLDell Technologies Inc | 17,538 | $7.6M | 2.2% |
| 12 | HPEHewlett Packard Enterprises | 157,223 | $7.1M | 2% |
| 13 | AMGNAmgen Inc | 19,501 | $7.1M | 2% |
| 14 | IBMInternational Business Mach | 24,314 | $6.8M | 2% |
| 15 | DEDeere & Company | 10,703 | $6.8M | 2% |
| 16 | JNJJohnson & Johnson | 25,649 | $6.5M | 1.9% |
| 17 | PHMPulte Group Inc | 39,991 | $5.5M | 1.6% |
| 18 | BACBank of America Corp | 95,042 | $5.4M | 1.6% |
| 19 | EMREmerson Elec Co | 33,424 | $4.8M | 1.4% |
| 20 | CVXChevron Corporation | 26,324 | $4.4M | 1.3% |
| 21 | GMGeneral Mtrs Corp | 54,819 | $4.2M | 1.2% |
| 22 | BMYBristol Myers Squibb Co | 72,282 | $4.2M | 1.2% |
| 23 | KOCoca Cola Co | 50,880 | $4.1M | 1.2% |
| 24 | ENBEnbridge Inc | 76,093 | $4.1M | 1.2% |
| 25 | ORCLOracle Corp | 26,800 | $3.9M | 1.1% |
| 26 | DUKDuke Energy Corp | 31,009 | $3.9M | 1.1% |
| 27 | COPConocoPhillips | 37,062 | $3.9M | 1.1% |
| 28 | PFEPfizer Inc | 155,636 | $3.7M | 1.1% |
| 29 | VZVerizon Communications | 88,348 | $3.7M | 1.1% |
| 30 | ALLAllstate Corp | 15,070 | $3.6M | 1% |
| 31 | WFCWells Fargo & Co New | 42,998 | $3.6M | 1% |
| 32 | PAYXPaychex Inc | 35,605 | $3.5M | 1% |
| 33 | GPCGenuine Parts Co | 29,508 | $3.5M | 1% |
| 34 | CBChubb Corp | 10,202 | $3.5M | 1% |
| 35 | PSXPhillips 66 | 20,517 | $3.5M | 1% |
| 36 | TAT&T Inc | 165,071 | $3.4M | 1% |
| 37 | METMetLife Inc | 39,790 | $3.4M | 1% |
| 38 | MMM3M Co | 20,143 | $3.3M | 0.9% |
| 39 | CVSCVS Health Corp | 30,717 | $3.2M | 0.9% |
| 40 | MDTMedtronic Inc | 39,190 | $3.1M | 0.9% |
| 41 | UPSUnited Parcel Service Inc | 28,355 | $3.0M | 0.9% |
| 42 | GLWCorning Inc | 11,919 | $3.0M | 0.9% |
| 43 | WATWaters Corp | 7,595 | $2.8M | 0.8% |
| 44 | PPLPPL Corp | 76,473 | $2.8M | 0.8% |
| 45 | GEVGE Vernova Inc | 2,281 | $2.7M | 0.8% |
| 46 | TFCTruist Finl Corp | 52,556 | $2.6M | 0.8% |
| 47 | WMWaste Management Inc Del | 11,327 | $2.5M | 0.7% |
| 48 | SOSouthern Co | 26,321 | $2.5M | 0.7% |
| 49 | QQnity Electronics Inc | 14,687 | $2.4M | 0.7% |
| 50 | FITBFifth Third Bancorp | 41,900 | $2.4M | 0.7% |
| 51 | HSYHershey Foods Corp | 13,416 | $2.4M | 0.7% |
| 52 | GEGE Aerospace | 6,272 | $2.3M | 0.7% |
| 53 | HALHalliburton Co | 68,585 | $2.3M | 0.7% |
| 54 | FCXFreeport-McMoRan Inc | 35,790 | $2.3M | 0.6% |
| 55 | CTVACorteva Inc | 25,927 | $2.2M | 0.6% |
| 56 | SLBSLB Limited | 46,816 | $2.2M | 0.6% |
| 57 | APDAir Products & Chem | 7,299 | $2.1M | 0.6% |
| 58 | DOWDow Inc | 75,513 | $2.1M | 0.6% |
| 59 | AVGOBroadcom Inc | 5,358 | $2.0M | 0.6% |
| 60 | EXCExelon Corporation | 43,222 | $2.0M | 0.6% |
| 61 | PGProcter & Gamble Co | 13,604 | $2.0M | 0.6% |
| 62 | WYWeyerhaeuser Co | 81,320 | $1.9M | 0.6% |
| 63 | VRSNVerisign Inc | 7,434 | $1.9M | 0.5% |
| 64 | SONSonoco Products Co | 32,758 | $1.8M | 0.5% |
| 65 | CMCSAComcast Corp New | 71,691 | $1.8M | 0.5% |
| 66 | FFord Mtr Co Del | 125,610 | $1.7M | 0.5% |
| 67 | CEGConstellation Energy Corp | 7,019 | $1.7M | 0.5% |
| 68 | ADMArcher Daniels Midland Co | 21,175 | $1.6M | 0.5% |
| 69 | XOMExxonMobil Hldgs Corp | 11,709 | $1.6M | 0.5% |
| 70 | NXPINXP Semiconductors N V | 5,649 | $1.6M | 0.5% |
| 71 | GEHCGE HealthCare Technologie | 24,552 | $1.6M | 0.5% |
| 72 | DDDuPont De Nemours Inc | 11,370 | $1.5M | 0.4% |
| 73 | TTTrane Technolgies PLC | 3,000 | $1.5M | 0.4% |
| 74 | VLOValero Energy Corp New | 5,500 | $1.4M | 0.4% |
| 75 | AAPLApple Inc | 4,745 | $1.4M | 0.4% |
| 76 | GPNGlobal Pmts Inc | 18,705 | $1.4M | 0.4% |
| 77 | UGIUGI Corp New | 37,774 | $1.3M | 0.4% |
| 78 | TRPTC Energy Corp | 19,550 | $1.3M | 0.4% |
| 79 | BAXBaxter Intl Inc | 57,904 | $1.2M | 0.4% |
| 80 | HPQHP Inc | 53,405 | $1.2M | 0.3% |
| 81 | KMBKimberly Clark Corp | 10,218 | $1.1M | 0.3% |
| 82 | BRK/BBerkshire Hathaway Inc Cl | 2,226 | $1.1M | 0.3% |
| 83 | TXNTexas Instrs Inc | 3,700 | $1.1M | 0.3% |
| 84 | PEPPepsiCo Inc | 7,600 | $1.0M | 0.3% |
| 85 | AMCRAmcor PLC | 23,622 | $1.0M | 0.3% |
| 86 | FOURShift4 Pmts Inc | 20,500 | $997,120 | 0.3% |
| 87 | BPBP PLC | 25,407 | $938,789 | 0.3% |
| 88 | GWWGrainger W W Inc | 665 | $904,666 | 0.3% |
| 89 | AEPAmerican Elec Power | 6,600 | $902,946 | 0.3% |
| 90 | TTENTotalEnergies SE | 11,400 | $886,464 | 0.3% |
| 91 | HRBBlock H&R Inc | 23,233 | $884,713 | 0.3% |
| 92 | ABBVAbbVie Inc | 3,450 | $868,158 | 0.3% |
| 93 | MGAMagna Intl Inc | 12,600 | $827,316 | 0.2% |
| 94 | QCOMQualcomm Inc | 4,209 | $777,781 | 0.2% |
| 95 | ABTAbbott Labs | 8,565 | $777,188 | 0.2% |
| 96 | NSCNorfolk Southern Corp | 2,462 | $774,521 | 0.2% |
| 97 | FISVFiserv Inc | 15,614 | $765,867 | 0.2% |
| 98 | EMNEastman Chem Co | 10,700 | $716,686 | 0.2% |
| 99 | MSIMotorola Solutions Inc | 1,665 | $691,458 | 0.2% |
| 100 | ITWIllinois Tool Wks Inc | 2,490 | $673,470 | 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.