Argus Investors' Counsel as of June 30, 2025
Portfolio Holdings for Argus Investors' Counsel
Argus Investors' Counsel holds 111 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Costco Wholesale Corporation (COST) | 3.6 | $5.0M | 5.1k | 989.92 | |
| NVIDIA Corporation (NVDA) | 3.5 | $4.9M | 31k | 157.99 | |
| Facebook Inc cl a (META) | 3.4 | $4.8M | 6.5k | 738.06 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $4.4M | 15k | 289.92 | |
| Apple (AAPL) | 2.9 | $4.1M | 20k | 205.17 | |
| Trane Technologies (TT) | 2.6 | $3.7M | 8.5k | 437.42 | |
| Eli Lilly & Co. (LLY) | 2.6 | $3.7M | 4.8k | 779.58 | |
| Axon Enterprise (AXON) | 2.6 | $3.6M | 4.4k | 828.01 | |
| Oracle Corporation (ORCL) | 2.6 | $3.6M | 17k | 218.63 | |
| Amazon (AMZN) | 2.5 | $3.5M | 16k | 219.40 | |
| Visa (V) | 2.4 | $3.4M | 9.7k | 355.06 | |
| Alphabet Inc Class A cs (GOOGL) | 2.3 | $3.2M | 18k | 176.23 | |
| Quanta Services (PWR) | 2.2 | $3.2M | 8.4k | 378.07 | |
| Blackrock (BLK) | 2.2 | $3.1M | 2.9k | 1049.29 | |
| Analog Devices (ADI) | 2.2 | $3.0M | 13k | 238.01 | |
| Boston Scientific Corporation (BSX) | 2.0 | $2.9M | 27k | 107.41 | |
| Charles Schwab Corporation (SCHW) | 1.9 | $2.6M | 29k | 91.24 | |
| S&p Global (SPGI) | 1.8 | $2.6M | 4.9k | 527.33 | |
| Microsoft Corporation (MSFT) | 1.8 | $2.6M | 5.2k | 497.41 | |
| United Rentals (URI) | 1.8 | $2.5M | 3.4k | 753.32 | |
| Wells Fargo & Company (WFC) | 1.8 | $2.5M | 31k | 80.12 | |
| Targa Res Corp (TRGP) | 1.7 | $2.4M | 14k | 174.08 | |
| Intuitive Surgical (ISRG) | 1.6 | $2.2M | 4.1k | 543.43 | |
| Broadcom (AVGO) | 1.4 | $1.9M | 7.0k | 275.65 | |
| Royal Caribbean Cruises (RCL) | 1.3 | $1.9M | 6.0k | 313.14 | |
| Netflix (NFLX) | 1.3 | $1.8M | 1.4k | 1339.13 | |
| Servicenow (NOW) | 1.3 | $1.8M | 1.7k | 1028.08 | |
| American Express Company (AXP) | 1.2 | $1.7M | 5.5k | 318.98 | |
| Adobe Systems Incorporated (ADBE) | 1.2 | $1.7M | 4.4k | 386.90 | |
| Applied Materials (AMAT) | 1.2 | $1.7M | 9.2k | 183.08 | |
| Wal-Mart Stores (WMT) | 1.1 | $1.5M | 15k | 97.78 | |
| Stryker Corporation (SYK) | 1.0 | $1.4M | 3.6k | 395.64 | |
| Paypal Holdings (PYPL) | 0.9 | $1.3M | 18k | 74.32 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $1.2M | 3.1k | 405.43 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $1.2M | 11k | 107.80 | |
| Home Depot (HD) | 0.9 | $1.2M | 3.3k | 366.62 | |
| iShares Russell 1000 Growth Index (IWF) | 0.8 | $1.2M | 2.8k | 424.58 | |
| TJX Companies (TJX) | 0.8 | $1.2M | 9.6k | 123.49 | |
| salesforce (CRM) | 0.8 | $1.1M | 4.1k | 272.70 | |
| MasterCard Incorporated (MA) | 0.7 | $942k | 1.7k | 561.99 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $844k | 4.1k | 207.62 | |
| Procter & Gamble Company (PG) | 0.6 | $834k | 5.2k | 159.32 | |
| Corning Incorporated (GLW) | 0.6 | $815k | 16k | 52.59 | |
| General Electric (GE) | 0.6 | $810k | 3.1k | 257.39 | |
| Uber Technologies (UBER) | 0.6 | $808k | 8.7k | 93.30 | |
| Abbott Laboratories (ABT) | 0.6 | $788k | 5.8k | 136.02 | |
| Amgen (AMGN) | 0.5 | $773k | 2.8k | 279.21 | |
| Nucor Corporation (NUE) | 0.5 | $768k | 5.9k | 129.54 | |
| Verizon Communications (VZ) | 0.5 | $763k | 18k | 43.27 | |
| Zoetis Inc Cl A (ZTS) | 0.5 | $735k | 4.7k | 155.95 | |
| Walt Disney Company (DIS) | 0.5 | $730k | 5.9k | 124.01 | |
| Johnson & Johnson (JNJ) | 0.5 | $727k | 4.8k | 152.75 | |
| Morgan Stanley (MS) | 0.5 | $718k | 5.1k | 140.86 | |
| Automatic Data Processing (ADP) | 0.5 | $706k | 2.3k | 308.40 | |
| Cisco Systems (CSCO) | 0.5 | $693k | 10k | 69.38 | |
| Cintas Corporation (CTAS) | 0.5 | $685k | 3.1k | 222.87 | |
| American Tower Reit (AMT) | 0.5 | $680k | 3.1k | 221.02 | |
| Caterpillar (CAT) | 0.5 | $677k | 1.7k | 388.21 | |
| U.S. Bancorp (USB) | 0.5 | $676k | 15k | 45.25 | |
| General Dynamics Corporation (GD) | 0.5 | $657k | 2.3k | 291.66 | |
| Emerson Electric (EMR) | 0.5 | $655k | 4.9k | 133.33 | |
| KLA-Tencor Corporation (KLAC) | 0.5 | $645k | 720.00 | 895.74 | |
| Intuit (INTU) | 0.5 | $645k | 819.00 | 787.27 | |
| Marriott International (MAR) | 0.5 | $643k | 2.4k | 273.21 | |
| McDonald's Corporation (MCD) | 0.4 | $633k | 2.2k | 292.17 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.4 | $627k | 5.3k | 119.09 | |
| Illinois Tool Works (ITW) | 0.4 | $605k | 2.4k | 247.25 | |
| Bank of New York Mellon Corporation (BK) | 0.4 | $605k | 6.6k | 91.11 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.4 | $600k | 7.6k | 78.70 | |
| Air Products & Chemicals (APD) | 0.4 | $592k | 2.1k | 282.06 | |
| International Business Machines (IBM) | 0.4 | $589k | 2.0k | 294.78 | |
| Nasdaq Omx (NDAQ) | 0.4 | $588k | 6.6k | 89.42 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.4 | $568k | 6.9k | 82.92 | |
| Union Pacific Corporation (UNP) | 0.4 | $564k | 2.5k | 230.08 | |
| Bondbloxx Etf Trust (XONE) | 0.4 | $564k | 11k | 49.63 | |
| Ishares Tr fltg rate nt (FLOT) | 0.4 | $557k | 11k | 51.02 | |
| International Paper Company (IP) | 0.4 | $552k | 12k | 46.83 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $539k | 6.0k | 89.39 | |
| Duke Energy (DUK) | 0.4 | $530k | 4.5k | 118.00 | |
| Ecolab (ECL) | 0.4 | $526k | 2.0k | 269.44 | |
| Bondbloxx Etf Trust (XHLF) | 0.4 | $518k | 10k | 50.34 | |
| Parker-Hannifin Corporation (PH) | 0.4 | $512k | 733.00 | 698.47 | |
| Arista Networks (ANET) | 0.4 | $507k | 5.0k | 102.31 | |
| Jacobs Engineering Group (J) | 0.4 | $507k | 3.9k | 131.45 | |
| Hca Holdings (HCA) | 0.4 | $506k | 1.3k | 383.10 | |
| American International (AIG) | 0.3 | $487k | 5.7k | 85.59 | |
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.3 | $483k | 6.8k | 71.26 | |
| Pgx etf (PGX) | 0.3 | $481k | 43k | 11.13 | |
| McKesson Corporation (MCK) | 0.3 | $479k | 654.00 | 732.78 | |
| Badger Meter (BMI) | 0.3 | $471k | 1.9k | 244.95 | |
| Taiwan Semiconductor Mfg (TSM) | 0.3 | $468k | 2.1k | 226.49 | |
| iShares Russell 2000 Index (IWM) | 0.3 | $440k | 2.0k | 215.79 | |
| Nextera Energy (NEE) | 0.3 | $437k | 6.3k | 69.42 | |
| Becton, Dickinson and (BDX) | 0.3 | $436k | 2.5k | 172.25 | |
| Raymond James Financial (RJF) | 0.3 | $434k | 2.8k | 153.37 | |
| Pepsi (PEP) | 0.3 | $413k | 3.1k | 132.04 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.3 | $381k | 14k | 26.50 | |
| Ameriprise Financial (AMP) | 0.2 | $326k | 610.00 | 533.73 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $324k | 5.8k | 56.15 | |
| iShares S&P 500 Index (IVV) | 0.2 | $311k | 500.00 | 620.90 | |
| Metropcs Communications (TMUS) | 0.2 | $279k | 1.2k | 238.26 | |
| Waste Management (WM) | 0.2 | $267k | 1.2k | 228.75 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $265k | 1.3k | 204.67 | |
| Southern Company (SO) | 0.2 | $260k | 2.8k | 91.83 | |
| Norfolk Southern (NSC) | 0.2 | $256k | 1.0k | 255.97 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $253k | 1.7k | 149.58 | |
| Constellation Energy (CEG) | 0.2 | $247k | 765.00 | 322.76 | |
| Dick's Sporting Goods (DKS) | 0.2 | $221k | 1.1k | 197.81 | |
| RBB (TBIL) | 0.2 | $213k | 4.3k | 50.00 | |
| Ge Healthcare Technologies I (GEHC) | 0.1 | $210k | 2.8k | 74.07 | |
| Kimco Realty Corporation (KIM) | 0.1 | $202k | 9.6k | 21.02 |
