Argus Investors' Counsel

Argus Investors' Counsel as of Sept. 30, 2025

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