Argus Investors' Counsel
Latest statistics and disclosures from Argus Investors' Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, META, ORCL, AAPL, JPM, and represent 18.32% of Argus Investors' Counsel's stock portfolio.
- Added to shares of these 10 stocks: DASH, ANET, PANW, MRVL, UBER, PSX, CSX, FLOT, XHLF, TBIL.
- Started 5 new stock positions in DASH, MRVL, PSX, PANW, CSX.
- Reduced shares in these 10 stocks: , TMO, , AVGO, GLW, AMZN, NFLX, WMT, AAPL, JPM.
- Sold out of its positions in GEHC, ISRG, NEE, PEP, CRM, TMO.
- Argus Investors' Counsel was a net seller of stock by $-22M.
- Argus Investors' Counsel has $126M in assets under management (AUM), dropping by -10.75%.
- Central Index Key (CIK): 0000007195
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Portfolio Holdings for Argus Investors' Counsel
Argus Investors' Counsel holds 110 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.1 | $5.2M | -9% | 28k | 186.58 |
|
| Facebook Inc cl a (META) | 3.7 | $4.6M | -2% | 6.3k | 734.35 |
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| Oracle Corporation (ORCL) | 3.6 | $4.5M | -2% | 16k | 281.24 |
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| Apple (AAPL) | 3.5 | $4.4M | -12% | 17k | 254.63 |
|
| JPMorgan Chase & Co. (JPM) | 3.4 | $4.2M | -12% | 13k | 315.44 |
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| Costco Wholesale Corporation (COST) | 3.3 | $4.2M | -10% | 4.5k | 925.61 |
|
| Alphabet Inc Class A cs (GOOGL) | 3.2 | $4.0M | -10% | 17k | 243.09 |
|
| Trane Technologies (TT) | 2.8 | $3.6M | 8.4k | 421.97 |
|
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| Quanta Services (PWR) | 2.8 | $3.5M | 8.3k | 414.41 |
|
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| United Rentals (URI) | 2.5 | $3.2M | 3.4k | 954.56 |
|
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| Axon Enterprise (AXON) | 2.5 | $3.2M | 4.4k | 717.70 |
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| Analog Devices (ADI) | 2.5 | $3.1M | 13k | 245.69 |
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| Eli Lilly & Co. (LLY) | 2.4 | $3.1M | -16% | 4.0k | 763.06 |
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| Blackrock (BLK) | 2.3 | $2.9M | -13% | 2.5k | 1165.93 |
|
| Visa (V) | 2.3 | $2.8M | -14% | 8.3k | 341.39 |
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| Amazon (AMZN) | 2.2 | $2.8M | -20% | 13k | 219.58 |
|
| Charles Schwab Corporation (SCHW) | 2.2 | $2.7M | 29k | 95.47 |
|
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| Wells Fargo & Company (WFC) | 2.1 | $2.6M | 31k | 83.82 |
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| Boston Scientific Corporation (BSX) | 2.1 | $2.6M | 27k | 97.63 |
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| S&p Global (SPGI) | 1.9 | $2.4M | 4.9k | 486.75 |
|
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| Targa Res Corp (TRGP) | 1.8 | $2.3M | 14k | 167.55 |
|
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| Arista Networks (ANET) | 1.7 | $2.1M | +188% | 14k | 145.71 |
|
| Microsoft Corporation (MSFT) | 1.7 | $2.1M | -22% | 4.0k | 517.95 |
|
| Applied Materials (AMAT) | 1.5 | $1.9M | 9.1k | 204.75 |
|
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| Doordash (DASH) | 1.4 | $1.7M | NEW | 6.4k | 271.99 |
|
| Royal Caribbean Cruises (RCL) | 1.3 | $1.6M | -17% | 5.0k | 323.59 |
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| Servicenow (NOW) | 1.3 | $1.6M | 1.7k | 920.28 |
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| Broadcom (AVGO) | 1.1 | $1.4M | -40% | 4.1k | 329.91 |
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| Palo Alto Networks (PANW) | 1.0 | $1.3M | NEW | 6.5k | 203.62 |
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| iShares Russell 1000 Growth Index (IWF) | 1.0 | $1.3M | 2.8k | 468.41 |
|
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| Adobe Systems Incorporated (ADBE) | 1.0 | $1.3M | -18% | 3.6k | 352.77 |
|
| American Express Company (AXP) | 1.0 | $1.3M | -31% | 3.8k | 332.16 |
|
| Paypal Holdings (PYPL) | 0.9 | $1.2M | 18k | 67.06 |
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| Uber Technologies (UBER) | 0.9 | $1.1M | +28% | 11k | 97.97 |
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| Stryker Corporation (SYK) | 0.8 | $1.0M | -25% | 2.7k | 369.68 |
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| General Electric (GE) | 0.8 | $953k | 3.2k | 300.82 |
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| Netflix (NFLX) | 0.8 | $948k | -41% | 791.00 | 1198.92 |
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| MasterCard Incorporated (MA) | 0.7 | $943k | 1.7k | 568.86 |
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| Wal-Mart Stores (WMT) | 0.7 | $939k | -41% | 9.1k | 103.06 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $925k | -27% | 8.2k | 112.76 |
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| TJX Companies (TJX) | 0.7 | $916k | -34% | 6.3k | 144.54 |
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| Home Depot (HD) | 0.7 | $881k | -34% | 2.2k | 405.16 |
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| KLA-Tencor Corporation (KLAC) | 0.6 | $785k | 728.00 | 1078.60 |
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| Bank of New York Mellon Corporation (BK) | 0.6 | $712k | 6.5k | 108.96 |
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| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.5 | $648k | +2% | 5.4k | 119.51 |
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| Cintas Corporation (CTAS) | 0.5 | $629k | 3.1k | 205.26 |
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| Vanguard Short-Term Bond ETF (BSV) | 0.5 | $599k | 7.6k | 78.91 |
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| Ishares Tr fltg rate nt (FLOT) | 0.5 | $589k | +5% | 12k | 51.09 |
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| Nasdaq Omx (NDAQ) | 0.5 | $575k | 6.5k | 88.45 |
|
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| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.5 | $573k | 6.8k | 84.11 |
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| Taiwan Semiconductor Mfg (TSM) | 0.5 | $573k | 2.1k | 279.29 |
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| Jacobs Engineering Group (J) | 0.5 | $571k | 3.8k | 149.86 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $564k | 6.0k | 93.37 |
|
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| Bondbloxx Etf Trust (XONE) | 0.4 | $564k | 11k | 49.66 |
|
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| International Business Machines (IBM) | 0.4 | $563k | 2.0k | 282.16 |
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| Duke Energy (DUK) | 0.4 | $555k | 4.5k | 123.75 |
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| Hca Holdings (HCA) | 0.4 | $554k | 1.3k | 426.20 |
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| Intuit (INTU) | 0.4 | $554k | 811.00 | 682.60 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $549k | 724.00 | 758.15 |
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| Bondbloxx Etf Trust (XHLF) | 0.4 | $544k | +4% | 11k | 50.42 |
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| Ecolab (ECL) | 0.4 | $529k | 1.9k | 273.86 |
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| Pgx etf (PGX) | 0.4 | $523k | +4% | 45k | 11.60 |
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| McKesson Corporation (MCK) | 0.4 | $501k | 649.00 | 772.54 |
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| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.4 | $497k | 6.8k | 73.29 |
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| iShares Russell 2000 Index (IWM) | 0.4 | $493k | 2.0k | 241.96 |
|
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| Raymond James Financial (RJF) | 0.4 | $484k | 2.8k | 172.60 |
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| American International (AIG) | 0.4 | $441k | 5.6k | 78.54 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $415k | -44% | 2.3k | 183.73 |
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| Procter & Gamble Company (PG) | 0.3 | $415k | -48% | 2.7k | 153.65 |
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| Corning Incorporated (GLW) | 0.3 | $414k | -67% | 5.0k | 82.03 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.3 | $392k | 14k | 27.30 |
|
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| Zoetis Inc Cl A (ZTS) | 0.3 | $389k | -43% | 2.7k | 146.32 |
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| Johnson & Johnson (JNJ) | 0.3 | $378k | -57% | 2.0k | 185.42 |
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| Amgen (AMGN) | 0.3 | $377k | -51% | 1.3k | 282.20 |
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| Caterpillar (CAT) | 0.3 | $367k | -55% | 770.00 | 477.15 |
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| Morgan Stanley (MS) | 0.3 | $342k | -57% | 2.2k | 158.96 |
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| Badger Meter (BMI) | 0.3 | $340k | 1.9k | 178.58 |
|
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| iShares S&P 500 Index (IVV) | 0.3 | $331k | 494.00 | 669.30 |
|
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| Verizon Communications (VZ) | 0.3 | $318k | -58% | 7.2k | 43.95 |
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| Norfolk Southern (NSC) | 0.2 | $300k | 1.0k | 300.41 |
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| Ameriprise Financial (AMP) | 0.2 | $298k | 607.00 | 491.25 |
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| General Dynamics Corporation (GD) | 0.2 | $290k | -62% | 851.00 | 341.00 |
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| Nucor Corporation (NUE) | 0.2 | $290k | -63% | 2.1k | 135.43 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $286k | 1.7k | 170.85 |
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| Cisco Systems (CSCO) | 0.2 | $284k | -58% | 4.2k | 68.42 |
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| Abbott Laboratories (ABT) | 0.2 | $283k | -63% | 2.1k | 133.97 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $279k | 1.3k | 215.79 |
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| Metropcs Communications (TMUS) | 0.2 | $278k | 1.2k | 239.38 |
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| Southern Company (SO) | 0.2 | $275k | +2% | 2.9k | 94.77 |
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| Marriott International (MAR) | 0.2 | $275k | -55% | 1.1k | 260.44 |
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| Walt Disney Company (DIS) | 0.2 | $274k | -59% | 2.4k | 114.50 |
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| Constellation Energy (CEG) | 0.2 | $274k | +8% | 833.00 | 329.07 |
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| Emerson Electric (EMR) | 0.2 | $264k | -59% | 2.0k | 131.18 |
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| Automatic Data Processing (ADP) | 0.2 | $262k | -60% | 894.00 | 293.50 |
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| Waste Management (WM) | 0.2 | $258k | 1.2k | 220.84 |
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| U.S. Bancorp (USB) | 0.2 | $253k | -64% | 5.2k | 48.33 |
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| Marvell Technology (MRVL) | 0.2 | $250k | NEW | 3.0k | 84.07 |
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| Union Pacific Corporation (UNP) | 0.2 | $248k | -57% | 1.1k | 236.37 |
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| Dick's Sporting Goods (DKS) | 0.2 | $248k | 1.1k | 222.22 |
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| Illinois Tool Works (ITW) | 0.2 | $246k | -61% | 944.00 | 260.76 |
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| Becton, Dickinson and (BDX) | 0.2 | $240k | -49% | 1.3k | 187.17 |
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| RBB (TBIL) | 0.2 | $237k | +11% | 4.7k | 50.00 |
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| International Paper Company (IP) | 0.2 | $227k | -58% | 4.9k | 46.40 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $225k | 5.7k | 39.19 |
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| American Tower Reit (AMT) | 0.2 | $218k | -63% | 1.1k | 192.32 |
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| Kimco Realty Corporation (KIM) | 0.2 | $214k | +2% | 9.8k | 21.85 |
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| Phillips 66 (PSX) | 0.2 | $208k | NEW | 1.5k | 136.02 |
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| Air Products & Chemicals (APD) | 0.2 | $203k | -64% | 745.00 | 272.72 |
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| McDonald's Corporation (MCD) | 0.2 | $202k | -69% | 663.00 | 303.89 |
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| CSX Corporation (CSX) | 0.2 | $201k | NEW | 5.7k | 35.51 |
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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 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
- Argus Investors' Counsel 2022 Q2 filed July 22, 2022