Argus Investors' Counsel
Latest statistics and disclosures from Argus Investors' Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AMAT, GOOGL, AAPL, ADI, and represent 20.96% of Argus Investors' Counsel's stock portfolio.
- Added to shares of these 10 stocks: HOOD, TSM, BKNG, GEV, MBSF, UNH, FCX, MSI, ADP, SHEL.
- Started 9 new stock positions in SHEL, MSI, FCX, GEV, ADBE, MBSF, UNH, ADP, BKNG.
- Reduced shares in these 10 stocks: SCHW, , CEG, ECL, BSV, WMT, UNP, , , BAC.
- Sold out of its positions in BAC, ECL, ENB, KIM, ORCL, SCHW, UNP, BSV, WM.
- Argus Investors' Counsel was a net seller of stock by $-784k.
- Argus Investors' Counsel has $129M in assets under management (AUM), dropping by -0.94%.
- 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 106 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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| NVIDIA Corporation (NVDA) | 4.9 | $6.3M | 28k | 228.38 |
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| Applied Materials (AMAT) | 4.1 | $5.3M | 10k | 511.38 |
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| Alphabet Inc Class A cs (GOOGL) | 4.1 | $5.3M | 15k | 344.09 |
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| Apple (AAPL) | 4.1 | $5.3M | 16k | 333.03 |
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| Analog Devices (ADI) | 3.7 | $4.7M | 12k | 396.70 |
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| Quanta Services (PWR) | 3.6 | $4.7M | -2% | 7.3k | 642.49 |
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| Eli Lilly & Co. (LLY) | 3.6 | $4.6M | 4.0k | 1157.00 |
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| JPMorgan Chase & Co. (JPM) | 3.5 | $4.5M | 14k | 330.82 |
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| Facebook Inc cl a (META) | 3.2 | $4.2M | 5.8k | 725.15 |
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| Costco Wholesale Corporation (COST) | 3.0 | $3.9M | 4.3k | 910.25 |
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| Trane Technologies (TT) | 2.7 | $3.5M | 7.6k | 451.99 |
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| United Rentals (URI) | 2.5 | $3.2M | 3.2k | 1000.67 |
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| Amazon (AMZN) | 2.3 | $2.9M | 12k | 249.16 |
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| Visa (V) | 2.2 | $2.8M | 7.8k | 359.33 |
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| Arista Networks (ANET) | 2.1 | $2.7M | 13k | 203.59 |
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| Robinhood Mkts (HOOD) | 2.0 | $2.5M | +573% | 22k | 112.50 |
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| Blackrock (BLK) | 2.0 | $2.5M | 2.4k | 1058.44 |
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| Palo Alto Networks (PANW) | 1.9 | $2.4M | 6.2k | 397.31 |
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| Wells Fargo & Company (WFC) | 1.8 | $2.3M | 29k | 80.05 |
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| Targa Res Corp (TRGP) | 1.7 | $2.2M | 8.3k | 270.33 |
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| Snowflake Inc Cl A (SNOW) | 1.7 | $2.2M | 6.4k | 339.56 |
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| Taiwan Semiconductor Mfg (TSM) | 1.6 | $2.1M | +241% | 4.6k | 456.19 |
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| Microsoft Corporation (MSFT) | 1.5 | $2.0M | 3.8k | 512.96 |
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| Dell Technologies (DELL) | 1.5 | $1.9M | +6% | 3.6k | 537.95 |
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| General Dynamics Corporation (GD) | 1.3 | $1.7M | 5.1k | 331.84 |
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| Dex (DXCM) | 1.2 | $1.5M | 18k | 86.29 |
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| S&p Global (SPGI) | 1.2 | $1.5M | -7% | 3.8k | 394.48 |
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| Broadcom (AVGO) | 1.0 | $1.3M | +2% | 3.8k | 351.20 |
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| KLA-Tencor Corporation (KLAC) | 1.0 | $1.3M | 6.6k | 194.93 |
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| Exxon Mobil Corp | 1.0 | $1.3M | 7.9k | 162.76 |
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| New York Times Company (NYT) | 1.0 | $1.3M | 20k | 63.70 |
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| Booking Holdings (BKNG) | 0.8 | $1.1M | NEW | 6.7k | 162.91 |
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| American Express Company (AXP) | 0.8 | $1.0M | 3.4k | 304.10 |
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| General Electric (GE) | 0.8 | $1.0M | +4% | 3.2k | 312.29 |
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| Lam Research (LRCX) | 0.8 | $1.0M | 3.1k | 328.51 |
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| Doordash (DASH) | 0.7 | $945k | 5.1k | 183.55 |
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| Uber Technologies (UBER) | 0.7 | $942k | +2% | 14k | 68.51 |
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| iShares Russell 1000 Growth Index (IWF) | 0.7 | $910k | 7.3k | 125.26 |
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| Johnson & Johnson (JNJ) | 0.7 | $881k | +6% | 3.3k | 264.76 |
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| MasterCard Incorporated (MA) | 0.7 | $880k | +4% | 1.6k | 551.52 |
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| Bank of New York Mellon Corporation (BNY) | 0.7 | $874k | 6.0k | 144.63 |
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| TJX Companies (TJX) | 0.7 | $838k | 6.3k | 132.31 |
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| Amgen (AMGN) | 0.5 | $661k | 1.6k | 421.51 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $643k | 673.00 | 955.42 |
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| Nasdaq Omx (NDAQ) | 0.5 | $636k | +6% | 6.9k | 92.01 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $619k | 917.00 | 675.05 |
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| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.5 | $614k | 5.4k | 113.44 |
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| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.5 | $596k | +5% | 7.1k | 84.08 |
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| State Street Corporation (STT) | 0.5 | $592k | 3.4k | 174.59 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $569k | -2% | 2.0k | 280.09 |
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| Ge Vernova (GEV) | 0.4 | $559k | NEW | 588.00 | 950.49 |
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| Howmet Aerospace (HWM) | 0.4 | $544k | 2.4k | 226.18 |
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| McKesson Corporation (MCK) | 0.4 | $531k | 622.00 | 853.81 |
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| Marvell Technology (MRVL) | 0.4 | $510k | -18% | 1.9k | 264.21 |
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| Constellation Energy (CEG) | 0.4 | $509k | -61% | 2.0k | 254.02 |
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| Duke Energy (DUK) | 0.4 | $507k | 4.4k | 114.01 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $490k | 4.7k | 103.89 |
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| Ishares Tr fltg rate nt (FLOT) | 0.4 | $481k | 9.4k | 51.05 |
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| Regan Floating Rate Mbs (MBSF) | 0.4 | $478k | NEW | 19k | 25.41 |
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| Doubleline Etf Trust (DMBS) | 0.4 | $465k | +3% | 10k | 46.31 |
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| Danaher Corporation (DHR) | 0.4 | $459k | 2.1k | 221.55 |
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| Bondbloxx Etf Trust (BBBS) | 0.4 | $455k | 9.1k | 49.86 |
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| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.3 | $446k | +2% | 5.7k | 78.31 |
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| Bondbloxx Etf Trust (XHLF) | 0.3 | $432k | +3% | 8.6k | 50.25 |
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| Southern Company (SO) | 0.3 | $432k | 5.2k | 82.89 |
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| Raymond James Financial (RJF) | 0.3 | $429k | 2.7k | 158.02 |
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| Atmos Energy Corporation (ATO) | 0.3 | $429k | 2.7k | 156.44 |
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| UnitedHealth (UNH) | 0.3 | $419k | NEW | 1.1k | 367.08 |
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| iShares Russell 2000 Index (IWM) | 0.3 | $401k | 1.4k | 277.89 |
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| Accenture (ACN) | 0.3 | $379k | -2% | 2.1k | 183.37 |
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| Pgx etf (PGX) | 0.3 | $371k | 37k | 10.07 |
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| Verizon Communications (VZ) | 0.3 | $369k | 8.1k | 45.87 |
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| Netflix (NFLX) | 0.3 | $366k | 5.3k | 69.58 |
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| Wal-Mart Stores (WMT) | 0.3 | $363k | -55% | 3.5k | 103.92 |
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| Cisco Systems (CSCO) | 0.3 | $362k | 3.4k | 107.63 |
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| Corning Incorporated (GLW) | 0.3 | $356k | +10% | 2.3k | 153.76 |
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| iShares S&P 500 Index (IVV) | 0.3 | $352k | 459.00 | 765.85 |
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| Nucor Corporation (NUE) | 0.3 | $344k | 1.5k | 233.75 |
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| Norfolk Southern (NSC) | 0.2 | $309k | 1.0k | 309.00 |
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| Phillips 66 (PSX) | 0.2 | $303k | 1.2k | 255.31 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $303k | 1.6k | 185.65 |
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| U.S. Bancorp (USB) | 0.2 | $302k | 5.2k | 57.76 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $295k | 9.1k | 32.53 |
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| NetApp (NTAP) | 0.2 | $294k | 1.4k | 210.08 |
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| Emerson Electric (EMR) | 0.2 | $284k | -8% | 1.8k | 155.10 |
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| Becton, Dickinson and (BDX) | 0.2 | $283k | 1.6k | 179.00 |
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| International Paper Company (IP) | 0.2 | $275k | 8.3k | 33.17 |
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| Morgan Stanley (MS) | 0.2 | $275k | 1.5k | 188.08 |
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| Caterpillar (CAT) | 0.2 | $268k | 330.00 | 810.79 |
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| Procter & Gamble Company (PG) | 0.2 | $263k | 1.8k | 145.28 |
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| Marriott International (MAR) | 0.2 | $260k | 730.00 | 355.67 |
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| Abbott Laboratories (ABT) | 0.2 | $259k | 2.6k | 98.85 |
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| Air Products & Chemicals (APD) | 0.2 | $259k | +3% | 930.00 | 278.23 |
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| Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $259k | NEW | 3.7k | 70.00 |
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| Motorola Solutions (MSI) | 0.2 | $255k | NEW | 571.00 | 445.97 |
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| Walt Disney Company (DIS) | 0.2 | $251k | 2.4k | 104.90 |
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| Illinois Tool Works (ITW) | 0.2 | $244k | 947.00 | 257.28 |
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| International Business Machines (IBM) | 0.2 | $239k | -39% | 1.1k | 219.93 |
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| American Tower Reit (AMT) | 0.2 | $235k | 1.4k | 163.69 |
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| Ameriprise Financial (AMP) | 0.2 | $234k | 476.00 | 492.35 |
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| CSX Corporation (CSX) | 0.2 | $228k | +11% | 4.9k | 46.51 |
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| Automatic Data Processing (ADP) | 0.2 | $218k | NEW | 845.00 | 258.06 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.2 | $213k | NEW | 2.2k | 95.07 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $209k | NEW | 870.00 | 239.94 |
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| Home Depot (HD) | 0.2 | $205k | 720.00 | 284.49 |
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| Stryker Corporation (SYK) | 0.2 | $204k | 742.00 | 275.39 |
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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 2026 Q3 filed Oct. 9, 2026
- Argus Investors' Counsel 2026 Q2 filed July 31, 2026
- Argus Investors' Counsel 2026 Q1 filed April 28, 2026
- 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