Argus Investors' Counsel as of March 31, 2026
Portfolio Holdings for Argus Investors' Counsel
Argus Investors' Counsel holds 102 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.4 | $5.0M | 29k | 174.40 | |
| Alphabet Inc Class A cs (GOOGL) | 4.1 | $4.6M | 16k | 287.55 | |
| Costco Wholesale Corporation (COST) | 3.8 | $4.3M | 4.3k | 996.40 | |
| Quanta Services (PWR) | 3.8 | $4.3M | 7.8k | 549.01 | |
| Apple (AAPL) | 3.7 | $4.2M | 16k | 253.78 | |
| JPMorgan Chase & Co. (JPM) | 3.6 | $4.1M | 14k | 294.17 | |
| Analog Devices (ADI) | 3.5 | $3.9M | 12k | 318.13 | |
| Eli Lilly & Co. (LLY) | 3.3 | $3.7M | 4.1k | 919.84 | |
| Applied Materials (AMAT) | 3.3 | $3.7M | 11k | 341.80 | |
| Facebook Inc cl a (META) | 3.0 | $3.4M | 6.0k | 572.11 | |
| Trane Technologies (TT) | 2.9 | $3.3M | 7.8k | 416.75 | |
| Charles Schwab Corporation (SCHW) | 2.3 | $2.6M | 28k | 93.98 | |
| Amazon (AMZN) | 2.2 | $2.5M | 12k | 208.28 | |
| Visa (V) | 2.2 | $2.4M | 8.1k | 302.26 | |
| Wells Fargo & Company (WFC) | 2.1 | $2.4M | 30k | 79.61 | |
| United Rentals (URI) | 2.1 | $2.4M | 3.3k | 728.48 | |
| Blackrock (BLK) | 2.1 | $2.4M | 2.4k | 961.80 | |
| Oracle Corporation (ORCL) | 2.0 | $2.2M | 15k | 147.11 | |
| Targa Res Corp (TRGP) | 1.9 | $2.1M | 8.4k | 250.72 | |
| S&p Global (SPGI) | 1.6 | $1.8M | 4.2k | 425.33 | |
| General Dynamics Corporation (GD) | 1.6 | $1.8M | 5.2k | 343.22 | |
| Arista Networks (ANET) | 1.5 | $1.7M | 14k | 122.78 | |
| Boston Scientific Corporation (BSX) | 1.4 | $1.6M | 26k | 62.75 | |
| New York Times Company (NYT) | 1.4 | $1.5M | 18k | 83.73 | |
| Constellation Energy (CEG) | 1.3 | $1.4M | 5.1k | 279.25 | |
| Microsoft Corporation (MSFT) | 1.2 | $1.4M | 3.8k | 370.21 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $1.4M | 8.0k | 169.67 | |
| Dex (DXCM) | 1.0 | $1.2M | 18k | 62.80 | |
| Broadcom (AVGO) | 1.0 | $1.1M | 3.7k | 309.51 | |
| American Express Company (AXP) | 0.9 | $1.0M | 3.5k | 302.48 | |
| Palo Alto Networks (PANW) | 0.9 | $1.0M | 6.4k | 160.32 | |
| KLA-Tencor Corporation (KLAC) | 0.9 | $1.0M | 684.00 | 1472.41 | |
| Snowflake Inc Cl A (SNOW) | 0.9 | $997k | 6.6k | 150.82 | |
| Wal-Mart Stores (WMT) | 0.9 | $970k | 7.8k | 124.28 | |
| TJX Companies (TJX) | 0.8 | $942k | 5.9k | 159.70 | |
| iShares Russell 1000 Growth Index (IWF) | 0.8 | $892k | 2.1k | 426.40 | |
| General Electric (GE) | 0.8 | $876k | 3.1k | 283.77 | |
| Doordash (DASH) | 0.7 | $803k | 5.3k | 150.15 | |
| Uber Technologies (UBER) | 0.7 | $782k | 11k | 71.93 | |
| MasterCard Incorporated (MA) | 0.7 | $763k | 1.5k | 499.71 | |
| Johnson & Johnson (JNJ) | 0.7 | $738k | 3.0k | 244.44 | |
| Bank of New York Mellon Corporation (BK) | 0.6 | $730k | 6.2k | 118.63 | |
| Amgen (AMGN) | 0.6 | $687k | 2.0k | 351.85 | |
| Lam Research (LRCX) | 0.6 | $668k | 3.1k | 213.66 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.6 | $622k | 5.2k | 118.60 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $619k | 691.00 | 895.24 | |
| Duke Energy (DUK) | 0.5 | $582k | 4.4k | 130.94 | |
| Howmet Aerospace (HWM) | 0.5 | $566k | 2.5k | 230.46 | |
| McKesson Corporation (MCK) | 0.5 | $544k | 629.00 | 865.36 | |
| Nasdaq Omx (NDAQ) | 0.5 | $531k | 6.3k | 84.89 | |
| Atmos Energy Corporation (ATO) | 0.5 | $510k | 2.8k | 184.72 | |
| Netflix (NFLX) | 0.5 | $509k | 5.3k | 96.15 | |
| Southern Company (SO) | 0.4 | $503k | 5.2k | 96.52 | |
| Ecolab (ECL) | 0.4 | $501k | 1.9k | 266.02 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.4 | $478k | 6.1k | 78.41 | |
| Ishares Tr fltg rate nt (FLOT) | 0.4 | $470k | 9.2k | 50.95 | |
| Doubleline Etf Trust (DMBS) | 0.4 | $467k | 9.5k | 49.38 | |
| Bondbloxx Etf Trust (BBBS) | 0.4 | $466k | 9.1k | 51.15 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $458k | 931.00 | 491.53 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $448k | 4.6k | 97.13 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.4 | $447k | 5.4k | 82.75 | |
| Taiwan Semiconductor Mfg (TSM) | 0.4 | $446k | 1.3k | 337.95 | |
| State Street Corporation (STT) | 0.4 | $437k | 3.5k | 126.56 | |
| International Business Machines (IBM) | 0.4 | $434k | 1.8k | 242.39 | |
| Bondbloxx Etf Trust (XHLF) | 0.4 | $420k | 8.3k | 50.33 | |
| Stryker Corporation (SYK) | 0.4 | $417k | 1.3k | 328.59 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $404k | 2.1k | 194.14 | |
| Verizon Communications (VZ) | 0.4 | $403k | 8.0k | 50.20 | |
| Pgx etf (PGX) | 0.4 | $401k | 37k | 10.88 | |
| Danaher Corporation (DHR) | 0.4 | $399k | 2.1k | 189.60 | |
| Raymond James Financial (RJF) | 0.4 | $394k | 2.7k | 144.79 | |
| Nucor Corporation (NUE) | 0.3 | $387k | 2.3k | 169.10 | |
| Corning Incorporated (GLW) | 0.3 | $382k | 2.8k | 135.97 | |
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.3 | $378k | 5.0k | 75.19 | |
| iShares Russell 2000 Index (IWM) | 0.3 | $358k | 1.4k | 248.00 | |
| Morgan Stanley (MS) | 0.3 | $354k | 2.2k | 164.57 | |
| Marriott International (MAR) | 0.3 | $345k | 1.1k | 327.07 | |
| Caterpillar (CAT) | 0.3 | $329k | 465.00 | 708.46 | |
| Cisco Systems (CSCO) | 0.3 | $323k | 4.2k | 77.59 | |
| iShares S&P 500 Index (IVV) | 0.3 | $310k | 474.00 | 653.21 | |
| Norfolk Southern (NSC) | 0.3 | $287k | 1.0k | 287.00 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $279k | 9.1k | 30.68 | |
| U.S. Bancorp (USB) | 0.2 | $272k | 5.2k | 52.01 | |
| Emerson Electric (EMR) | 0.2 | $263k | 2.0k | 131.02 | |
| Waste Management (WM) | 0.2 | $262k | 1.1k | 229.80 | |
| Procter & Gamble Company (PG) | 0.2 | $260k | 1.8k | 144.44 | |
| Air Products & Chemicals (APD) | 0.2 | $260k | 895.00 | 290.49 | |
| Union Pacific Corporation (UNP) | 0.2 | $255k | 1.1k | 242.62 | |
| American Tower Reit (AMT) | 0.2 | $248k | 1.4k | 172.58 | |
| Illinois Tool Works (ITW) | 0.2 | $246k | 944.00 | 260.29 | |
| Home Depot (HD) | 0.2 | $237k | 720.00 | 328.89 | |
| Marvell Technology (MRVL) | 0.2 | $234k | 2.4k | 99.05 | |
| Walt Disney Company (DIS) | 0.2 | $231k | 2.4k | 96.38 | |
| Zoetis Inc Cl A (ZTS) | 0.2 | $227k | 1.9k | 118.21 | |
| International Paper Company (IP) | 0.2 | $221k | 6.2k | 35.70 | |
| Phillips 66 (PSX) | 0.2 | $218k | 1.2k | 182.18 | |
| Abbott Laboratories (ABT) | 0.2 | $217k | 2.1k | 102.69 | |
| Ameriprise Financial (AMP) | 0.2 | $214k | 482.00 | 444.40 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $212k | 870.00 | 243.08 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.2 | $206k | 2.2k | 93.00 | |
| Enbridge (ENB) | 0.2 | $202k | 3.7k | 54.14 | |
| Becton, Dickinson and (BDX) | 0.2 | $201k | 1.3k | 157.23 |
