Argus Investors' Counsel

Argus Investors' Counsel as of Dec. 31, 2025

Portfolio Holdings for Argus Investors' Counsel

Argus Investors' Counsel holds 105 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 4.5 $5.7M 30k 186.50
Alphabet Inc Class A cs (GOOGL) 4.5 $5.6M 18k 312.99
Apple (AAPL) 3.8 $4.8M 18k 271.86
JPMorgan Chase & Co. (JPM) 3.5 $4.4M 14k 322.23
Eli Lilly & Co. (LLY) 3.5 $4.4M 4.1k 1074.76
Facebook Inc cl a (META) 3.3 $4.2M 6.3k 660.06
Costco Wholesale Corporation (COST) 3.2 $4.0M 4.6k 862.32
Quanta Services (PWR) 2.8 $3.5M 8.4k 422.05
Analog Devices (ADI) 2.8 $3.5M 13k 271.19
Trane Technologies (TT) 2.6 $3.3M 8.5k 389.21
Oracle Corporation (ORCL) 2.5 $3.1M 16k 194.91
Wells Fargo & Company (WFC) 2.3 $2.9M 31k 93.20
Applied Materials (AMAT) 2.3 $2.9M 11k 257.00
Visa (V) 2.3 $2.9M 8.3k 350.72
Amazon (AMZN) 2.3 $2.9M 13k 230.83
Charles Schwab Corporation (SCHW) 2.3 $2.9M 29k 99.91
United Rentals (URI) 2.2 $2.7M 3.4k 809.23
Blackrock (BLK) 2.1 $2.7M 2.5k 1070.41
Boston Scientific Corporation (BSX) 2.0 $2.6M 27k 95.35
Axon Enterprise (AXON) 2.0 $2.5M 4.4k 567.98
Microsoft Corporation (MSFT) 1.6 $2.0M 4.1k 483.62
S&p Global (SPGI) 1.5 $1.9M 3.7k 522.58
Targa Res Corp (TRGP) 1.5 $1.9M 10k 184.49
Arista Networks (ANET) 1.5 $1.9M 14k 131.03
Doordash (DASH) 1.2 $1.4M 6.4k 226.48
American Express Company (AXP) 1.1 $1.4M 3.9k 369.95
Royal Caribbean Cruises (RCL) 1.1 $1.4M 5.0k 278.93
Broadcom (AVGO) 1.1 $1.4M 4.0k 346.10
Servicenow (NOW) 1.1 $1.3M 8.7k 153.19
Adobe Systems Incorporated (ADBE) 1.0 $1.3M 3.6k 350.01
iShares Russell 1000 Growth Index (IWF) 1.0 $1.2M 2.6k 473.30
Palo Alto Networks (PANW) 0.9 $1.2M 6.4k 184.20
Wal-Mart Stores (WMT) 0.9 $1.1M 9.6k 111.41
Paypal Holdings (PYPL) 0.8 $1.0M 18k 58.38
TJX Companies (TJX) 0.8 $1.0M 6.6k 153.61
General Electric (GE) 0.8 $1.0M 3.3k 308.03
Stryker Corporation (SYK) 0.8 $986k 2.8k 351.48
MasterCard Incorporated (MA) 0.8 $983k 1.7k 570.93
Exxon Mobil Corporation (XOM) 0.8 $978k 8.1k 120.35
KLA-Tencor Corporation (KLAC) 0.7 $928k 764.00 1215.08
Uber Technologies (UBER) 0.7 $907k 11k 81.71
Bank of New York Mellon Corporation (BK) 0.6 $801k 6.9k 116.09
Constellation Energy (CEG) 0.6 $777k 2.2k 353.27
Netflix (NFLX) 0.6 $737k 7.9k 93.76
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.6 $729k 6.1k 119.35
Parker-Hannifin Corporation (PH) 0.5 $675k 768.00 878.96
Nasdaq Omx (NDAQ) 0.5 $671k 6.9k 97.13
Taiwan Semiconductor Mfg (TSM) 0.5 $622k 2.0k 303.89
Cintas Corporation (CTAS) 0.5 $613k 3.3k 188.07
Vanguard Short-Term Bond ETF (BSV) 0.5 $598k 7.6k 78.81
iShares MSCI EAFE Index Fund (EFA) 0.5 $596k 6.2k 96.03
International Business Machines (IBM) 0.5 $591k 2.0k 296.21
Thermo Fisher Scientific (TMO) 0.5 $585k 1.0k 579.45
Ishares Tr fltg rate nt (FLOT) 0.5 $584k 12k 50.86
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.5 $570k 6.8k 83.75
McKesson Corporation (MCK) 0.5 $564k 687.00 820.29
Bondbloxx Etf Trust (XONE) 0.4 $563k 11k 49.53
Howmet Aerospace (HWM) 0.4 $557k 2.7k 205.02
Ecolab (ECL) 0.4 $549k 2.1k 262.52
Bondbloxx Etf Trust (XHLF) 0.4 $538k 11k 50.25
Jacobs Engineering Group (J) 0.4 $528k 4.0k 132.46
Duke Energy (DUK) 0.4 $521k 4.4k 117.21
Pgx etf (PGX) 0.4 $520k 46k 11.24
American International (AIG) 0.4 $509k 6.0k 85.55
Invesco Exchange W&p 500 Qualit equities (SPHQ) 0.4 $509k 6.8k 75.05
iShares Russell 2000 Index (IWM) 0.4 $502k 2.0k 246.16
Raymond James Financial (RJF) 0.4 $484k 3.0k 160.59
Amgen (AMGN) 0.3 $437k 1.3k 327.31
Johnson & Johnson (JNJ) 0.3 $422k 2.0k 206.95
Texas Instruments Incorporated (TXN) 0.3 $392k 2.3k 173.49
Schwab Strategic Tr us dividend eq (SCHD) 0.3 $388k 14k 27.43
Procter & Gamble Company (PG) 0.3 $387k 2.7k 143.31
Morgan Stanley (MS) 0.3 $382k 2.2k 177.53
Nucor Corporation (NUE) 0.3 $374k 2.3k 163.11
Corning Incorporated (GLW) 0.3 $357k 4.1k 87.56
Caterpillar (CAT) 0.3 $341k 595.00 572.87
iShares S&P 500 Index (IVV) 0.3 $332k 485.00 684.94
Verizon Communications (VZ) 0.3 $327k 8.0k 40.73
Marriott International (MAR) 0.3 $327k 1.1k 310.24
Cisco Systems (CSCO) 0.3 $320k 4.2k 77.03
Ameriprise Financial (AMP) 0.2 $296k 604.00 490.34
Norfolk Southern (NSC) 0.2 $289k 1.0k 288.72
General Dynamics Corporation (GD) 0.2 $287k 851.00 336.66
Vanguard Dividend Appreciation ETF (VIG) 0.2 $286k 1.3k 219.78
U.S. Bancorp (USB) 0.2 $279k 5.2k 53.36
Walt Disney Company (DIS) 0.2 $273k 2.4k 113.77
Emerson Electric (EMR) 0.2 $267k 2.0k 132.72
Abbott Laboratories (ABT) 0.2 $265k 2.1k 125.32
Doubleline Etf Trust (DMBS) 0.2 $260k 5.2k 49.66
Blackstone Group Inc Com Cl A (BX) 0.2 $257k 1.7k 154.14
Southern Company (SO) 0.2 $253k 2.9k 87.20
Marvell Technology (MRVL) 0.2 $252k 3.0k 84.98
American Tower Reit (AMT) 0.2 $252k 1.4k 175.57
Waste Management (WM) 0.2 $251k 1.1k 219.72
Becton, Dickinson and (BDX) 0.2 $248k 1.3k 194.07
Home Depot (HD) 0.2 $248k 720.00 344.10
International Paper Company (IP) 0.2 $244k 6.2k 39.39
Union Pacific Corporation (UNP) 0.2 $243k 1.1k 231.32
Metropcs Communications (TMUS) 0.2 $236k 1.2k 203.04
Illinois Tool Works (ITW) 0.2 $233k 944.00 246.30
Automatic Data Processing (ADP) 0.2 $230k 894.00 257.23
Air Products & Chemicals (APD) 0.2 $221k 895.00 247.02
Dick's Sporting Goods (DKS) 0.2 $221k 1.1k 197.97
CSX Corporation (CSX) 0.2 $205k 5.7k 36.25
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.2 $201k 2.7k 73.48