Argus Investors' Counsel
Latest statistics and disclosures from Argus Investors' Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOGL, AAPL, JPM, LLY, and represent 19.84% of Argus Investors' Counsel's stock portfolio.
- Added to shares of these 10 stocks: NOW, NFLX, TMO, AMAT, HWM, CEG, NVDA, GOOGL, DMBS, SHEL.
- Started 4 new stock positions in HWM, SHEL, TMO, DMBS.
- Reduced shares in these 10 stocks: SPGI, TRGP, , INTU, HD, , BMI, TBIL, CMG, .
- Sold out of its positions in BMI, CMG, HCA, INTU, KIM, MCD, PSX, TBIL, ZTS.
- Argus Investors' Counsel was a net buyer of stock by $1.5M.
- Argus Investors' Counsel has $125M in assets under management (AUM), dropping by -0.45%.
- Central Index Key (CIK): 0000007195
Tip: Access up to 7 years of quarterly data
Positions held by Argus Investors' Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Argus Investors' Counsel
Argus Investors' Counsel holds 105 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.5 | $5.7M | +8% | 30k | 186.50 |
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| Alphabet Inc Class A cs (GOOGL) | 4.5 | $5.6M | +8% | 18k | 312.99 |
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| Apple (AAPL) | 3.8 | $4.8M | 18k | 271.86 |
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| JPMorgan Chase & Co. (JPM) | 3.5 | $4.4M | 14k | 322.23 |
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| Eli Lilly & Co. (LLY) | 3.5 | $4.4M | 4.1k | 1074.76 |
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| Facebook Inc cl a (META) | 3.3 | $4.2M | 6.3k | 660.06 |
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| Costco Wholesale Corporation (COST) | 3.2 | $4.0M | 4.6k | 862.32 |
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| Quanta Services (PWR) | 2.8 | $3.5M | 8.4k | 422.05 |
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| Analog Devices (ADI) | 2.8 | $3.5M | 13k | 271.19 |
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| Trane Technologies (TT) | 2.6 | $3.3M | 8.5k | 389.21 |
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| Oracle Corporation (ORCL) | 2.5 | $3.1M | 16k | 194.91 |
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| Wells Fargo & Company (WFC) | 2.3 | $2.9M | 31k | 93.20 |
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| Applied Materials (AMAT) | 2.3 | $2.9M | +24% | 11k | 257.00 |
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| Visa (V) | 2.3 | $2.9M | 8.3k | 350.72 |
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| Amazon (AMZN) | 2.3 | $2.9M | 13k | 230.83 |
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| Charles Schwab Corporation (SCHW) | 2.3 | $2.9M | 29k | 99.91 |
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| United Rentals (URI) | 2.2 | $2.7M | 3.4k | 809.23 |
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| Blackrock (BLK) | 2.1 | $2.7M | 2.5k | 1070.41 |
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| Boston Scientific Corporation (BSX) | 2.0 | $2.6M | 27k | 95.35 |
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| Axon Enterprise (AXON) | 2.0 | $2.5M | 4.4k | 567.98 |
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| Microsoft Corporation (MSFT) | 1.6 | $2.0M | +2% | 4.1k | 483.62 |
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| S&p Global (SPGI) | 1.5 | $1.9M | -24% | 3.7k | 522.58 |
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| Targa Res Corp (TRGP) | 1.5 | $1.9M | -22% | 10k | 184.49 |
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| Arista Networks (ANET) | 1.5 | $1.9M | 14k | 131.03 |
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| Doordash (DASH) | 1.2 | $1.4M | 6.4k | 226.48 |
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| American Express Company (AXP) | 1.1 | $1.4M | +2% | 3.9k | 369.95 |
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| Royal Caribbean Cruises (RCL) | 1.1 | $1.4M | 5.0k | 278.93 |
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| Broadcom (AVGO) | 1.1 | $1.4M | -3% | 4.0k | 346.10 |
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| Servicenow (NOW) | 1.1 | $1.3M | +399% | 8.7k | 153.19 |
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| Adobe Systems Incorporated (ADBE) | 1.0 | $1.3M | 3.6k | 350.01 |
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| iShares Russell 1000 Growth Index (IWF) | 1.0 | $1.2M | -4% | 2.6k | 473.30 |
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| Palo Alto Networks (PANW) | 0.9 | $1.2M | 6.4k | 184.20 |
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| Wal-Mart Stores (WMT) | 0.9 | $1.1M | +5% | 9.6k | 111.41 |
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| Paypal Holdings (PYPL) | 0.8 | $1.0M | 18k | 58.38 |
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| TJX Companies (TJX) | 0.8 | $1.0M | +3% | 6.6k | 153.61 |
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| General Electric (GE) | 0.8 | $1.0M | +3% | 3.3k | 308.03 |
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| Stryker Corporation (SYK) | 0.8 | $986k | +3% | 2.8k | 351.48 |
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| MasterCard Incorporated (MA) | 0.8 | $983k | +3% | 1.7k | 570.93 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $978k | 8.1k | 120.35 |
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| KLA-Tencor Corporation (KLAC) | 0.7 | $928k | +4% | 764.00 | 1215.08 |
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| Uber Technologies (UBER) | 0.7 | $907k | 11k | 81.71 |
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| Bank of New York Mellon Corporation (BK) | 0.6 | $801k | +5% | 6.9k | 116.09 |
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| Constellation Energy (CEG) | 0.6 | $777k | +164% | 2.2k | 353.27 |
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| Netflix (NFLX) | 0.6 | $737k | +893% | 7.9k | 93.76 |
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| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.6 | $729k | +12% | 6.1k | 119.35 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $675k | +6% | 768.00 | 878.96 |
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| Nasdaq Omx (NDAQ) | 0.5 | $671k | +6% | 6.9k | 97.13 |
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| Taiwan Semiconductor Mfg (TSM) | 0.5 | $622k | 2.0k | 303.89 |
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| Cintas Corporation (CTAS) | 0.5 | $613k | +6% | 3.3k | 188.07 |
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| Vanguard Short-Term Bond ETF (BSV) | 0.5 | $598k | 7.6k | 78.81 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.5 | $596k | +2% | 6.2k | 96.03 |
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| International Business Machines (IBM) | 0.5 | $591k | 2.0k | 296.21 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $585k | NEW | 1.0k | 579.45 |
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| Ishares Tr fltg rate nt (FLOT) | 0.5 | $584k | 12k | 50.86 |
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| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.5 | $570k | 6.8k | 83.75 |
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| McKesson Corporation (MCK) | 0.5 | $564k | +5% | 687.00 | 820.29 |
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| Bondbloxx Etf Trust (XONE) | 0.4 | $563k | 11k | 49.53 |
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| Howmet Aerospace (HWM) | 0.4 | $557k | NEW | 2.7k | 205.02 |
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| Ecolab (ECL) | 0.4 | $549k | +8% | 2.1k | 262.52 |
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| Bondbloxx Etf Trust (XHLF) | 0.4 | $538k | 11k | 50.25 |
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| Jacobs Engineering Group (J) | 0.4 | $528k | +4% | 4.0k | 132.46 |
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| Duke Energy (DUK) | 0.4 | $521k | 4.4k | 117.21 |
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| Pgx etf (PGX) | 0.4 | $520k | +2% | 46k | 11.24 |
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| American International (AIG) | 0.4 | $509k | +6% | 6.0k | 85.55 |
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| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.4 | $509k | 6.8k | 75.05 |
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| iShares Russell 2000 Index (IWM) | 0.4 | $502k | 2.0k | 246.16 |
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| Raymond James Financial (RJF) | 0.4 | $484k | +7% | 3.0k | 160.59 |
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| Amgen (AMGN) | 0.3 | $437k | 1.3k | 327.31 |
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| Johnson & Johnson (JNJ) | 0.3 | $422k | 2.0k | 206.95 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $392k | 2.3k | 173.49 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.3 | $388k | 14k | 27.43 |
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| Procter & Gamble Company (PG) | 0.3 | $387k | 2.7k | 143.31 |
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| Morgan Stanley (MS) | 0.3 | $382k | 2.2k | 177.53 |
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| Nucor Corporation (NUE) | 0.3 | $374k | +7% | 2.3k | 163.11 |
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| Corning Incorporated (GLW) | 0.3 | $357k | -19% | 4.1k | 87.56 |
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| Caterpillar (CAT) | 0.3 | $341k | -22% | 595.00 | 572.87 |
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| iShares S&P 500 Index (IVV) | 0.3 | $332k | 485.00 | 684.94 |
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| Verizon Communications (VZ) | 0.3 | $327k | +11% | 8.0k | 40.73 |
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| Marriott International (MAR) | 0.3 | $327k | 1.1k | 310.24 |
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| Cisco Systems (CSCO) | 0.3 | $320k | 4.2k | 77.03 |
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| Ameriprise Financial (AMP) | 0.2 | $296k | 604.00 | 490.34 |
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| Norfolk Southern (NSC) | 0.2 | $289k | 1.0k | 288.72 |
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| General Dynamics Corporation (GD) | 0.2 | $287k | 851.00 | 336.66 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $286k | 1.3k | 219.78 |
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| U.S. Bancorp (USB) | 0.2 | $279k | 5.2k | 53.36 |
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| Walt Disney Company (DIS) | 0.2 | $273k | 2.4k | 113.77 |
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| Emerson Electric (EMR) | 0.2 | $267k | 2.0k | 132.72 |
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| Abbott Laboratories (ABT) | 0.2 | $265k | 2.1k | 125.32 |
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| Doubleline Etf Trust (DMBS) | 0.2 | $260k | NEW | 5.2k | 49.66 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $257k | 1.7k | 154.14 |
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| Southern Company (SO) | 0.2 | $253k | 2.9k | 87.20 |
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| Marvell Technology (MRVL) | 0.2 | $252k | 3.0k | 84.98 |
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| American Tower Reit (AMT) | 0.2 | $252k | +26% | 1.4k | 175.57 |
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| Waste Management (WM) | 0.2 | $251k | -2% | 1.1k | 219.72 |
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| Becton, Dickinson and (BDX) | 0.2 | $248k | 1.3k | 194.07 |
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| Home Depot (HD) | 0.2 | $248k | -66% | 720.00 | 344.10 |
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| International Paper Company (IP) | 0.2 | $244k | +26% | 6.2k | 39.39 |
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| Union Pacific Corporation (UNP) | 0.2 | $243k | 1.1k | 231.32 |
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| Metropcs Communications (TMUS) | 0.2 | $236k | 1.2k | 203.04 |
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| Illinois Tool Works (ITW) | 0.2 | $233k | 944.00 | 246.30 |
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| Automatic Data Processing (ADP) | 0.2 | $230k | 894.00 | 257.23 |
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| Air Products & Chemicals (APD) | 0.2 | $221k | +20% | 895.00 | 247.02 |
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| Dick's Sporting Goods (DKS) | 0.2 | $221k | 1.1k | 197.97 |
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| CSX Corporation (CSX) | 0.2 | $205k | 5.7k | 36.25 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.2 | $201k | NEW | 2.7k | 73.48 |
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Past Filings by Argus Investors' Counsel
SEC 13F filings are viewable for Argus Investors' Counsel going back to 2011
- Argus Investors' Counsel 2025 Q4 filed Jan. 22, 2026
- Argus Investors' Counsel 2025 Q3 filed Oct. 28, 2025
- Argus Investors' Counsel 2025 Q2 filed July 17, 2025
- Argus Investors' Counsel 2025 Q1 filed April 16, 2025
- Argus Investors' Counsel 2024 Q4 filed Jan. 27, 2025
- Argus Investors' Counsel 2024 Q3 filed Oct. 21, 2024
- Argus Investors' Counsel 2024 Q2 restated filed July 22, 2024
- Argus Investors' Counsel 2024 Q2 filed July 19, 2024
- Argus Investors' Counsel 2024 Q1 filed April 25, 2024
- Argus Investors' Counsel 2023 Q4 restated filed Jan. 26, 2024
- Argus Investors' Counsel 2023 Q4 filed Jan. 22, 2024
- Argus Investors' Counsel 2023 Q3 filed Oct. 17, 2023
- Argus Investors' Counsel 2023 Q2 filed July 20, 2023
- Argus Investors' Counsel 2023 Q1 filed April 20, 2023
- Argus Investors' Counsel 2022 Q4 filed Jan. 18, 2023
- Argus Investors' Counsel 2022 Q3 filed Oct. 18, 2022