Argus Investors' Counsel as of June 30, 2024
Portfolio Holdings for Argus Investors' Counsel
Argus Investors' Counsel holds 52 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 7.0 | $5.5M | 6.1k | 905.42 | |
| NVIDIA Corporation (NVDA) | 5.7 | $4.5M | 37k | 123.54 | |
| Costco Wholesale Corporation (COST) | 5.2 | $4.1M | 4.9k | 849.91 | |
| Apple (AAPL) | 4.3 | $3.4M | 16k | 210.62 | |
| Trane Technologies (TT) | 3.8 | $3.0M | 9.2k | 328.93 | |
| JPMorgan Chase & Co. (JPM) | 3.6 | $2.8M | 14k | 202.26 | |
| Analog Devices (ADI) | 3.6 | $2.8M | 12k | 228.26 | |
| Facebook Inc cl a (META) | 3.6 | $2.8M | 5.6k | 504.23 | |
| Old Dominion Freight Line (ODFL) | 3.4 | $2.7M | 16k | 176.60 | |
| Alphabet Inc Class A cs (GOOGL) | 3.3 | $2.6M | 15k | 182.15 | |
| McKesson Corporation (MCK) | 2.9 | $2.3M | 4.0k | 584.04 | |
| S&p Global (SPGI) | 2.9 | $2.3M | 5.2k | 445.97 | |
| Charles Schwab Corporation (SCHW) | 2.5 | $2.0M | 27k | 73.69 | |
| Applied Materials (AMAT) | 2.4 | $1.9M | 8.2k | 235.98 | |
| United Rentals (URI) | 2.3 | $1.8M | 2.9k | 646.74 | |
| Thermo Fisher Scientific (TMO) | 2.1 | $1.7M | 3.0k | 552.95 | |
| Adobe Systems Incorporated (ADBE) | 2.0 | $1.6M | 2.9k | 555.62 | |
| Quanta Services (PWR) | 2.0 | $1.6M | 6.3k | 254.09 | |
| Regeneron Pharmaceuticals (REGN) | 2.0 | $1.6M | 1.5k | 1051.03 | |
| Visa (V) | 2.0 | $1.6M | 5.9k | 262.45 | |
| Oracle Corporation (ORCL) | 2.0 | $1.6M | 11k | 141.21 | |
| Microsoft Corporation (MSFT) | 1.8 | $1.5M | 3.3k | 446.95 | |
| Intuitive Surgical (ISRG) | 1.8 | $1.5M | 3.3k | 444.85 | |
| Amazon (AMZN) | 1.8 | $1.4M | 7.5k | 193.25 | |
| BlackRock | 1.8 | $1.4M | 1.8k | 787.45 | |
| Wells Fargo & Company (WFC) | 1.7 | $1.4M | 23k | 59.39 | |
| Boston Scientific Corporation (BSX) | 1.6 | $1.3M | 17k | 77.01 | |
| Chevron Corporation (CVX) | 1.5 | $1.2M | 7.8k | 156.41 | |
| Microchip Technology (MCHP) | 1.4 | $1.1M | 12k | 91.50 | |
| Axon Enterprise (AXON) | 1.4 | $1.1M | 3.8k | 294.24 | |
| salesforce (CRM) | 1.3 | $1.0M | 4.1k | 257.09 | |
| Stryker Corporation (SYK) | 1.1 | $846k | 2.5k | 340.26 | |
| UnitedHealth (UNH) | 1.0 | $791k | 1.6k | 509.34 | |
| Home Depot (HD) | 1.0 | $773k | 2.2k | 344.21 | |
| MasterCard Incorporated (MA) | 0.9 | $711k | 1.6k | 441.17 | |
| KLA-Tencor Corporation (KLAC) | 0.9 | $708k | 859.00 | 824.51 | |
| Broadcom (AVGO) | 0.9 | $684k | 426.00 | 1605.53 | |
| Intuit (INTU) | 0.8 | $660k | 1.0k | 656.97 | |
| Cintas Corporation (CTAS) | 0.8 | $659k | 941.00 | 700.26 | |
| ConocoPhillips (COP) | 0.8 | $608k | 5.3k | 114.38 | |
| American Express Company (AXP) | 0.7 | $552k | 2.4k | 231.55 | |
| American International (AIG) | 0.7 | $530k | 7.1k | 74.24 | |
| Hca Holdings (HCA) | 0.7 | $523k | 1.6k | 321.28 | |
| Nasdaq Omx (NDAQ) | 0.6 | $505k | 8.4k | 60.26 | |
| D.R. Horton (DHI) | 0.6 | $457k | 3.2k | 140.93 | |
| Parker-Hannifin Corporation (PH) | 0.6 | $454k | 897.00 | 505.81 | |
| Jacobs Engineering Group (J) | 0.6 | $452k | 3.2k | 139.71 | |
| Badger Meter (BMI) | 0.6 | $447k | 2.4k | 186.35 | |
| Fastenal Company (FAST) | 0.6 | $446k | 7.1k | 62.84 | |
| Raymond James Financial (RJF) | 0.5 | $434k | 3.5k | 123.61 | |
| Roper Industries (ROP) | 0.5 | $431k | 765.00 | 563.66 | |
| Waste Management (WM) | 0.3 | $202k | 947.00 | 213.34 |
