Argyle Capital Management, LLC 13F Holdings

CIK 0001321194 · CENTER VALLEY, PA

As of Sep 30, 2025, Argyle Capital Management, LLC reported 135 positions worth $289.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology27,176 4.1M4.87%
JPMORGAN CHASE & COJPMFinancial Services29,704$9.4M3.24%
ELI LILLY & COLLYHealthcare11,107$8.5M2.93%
MCKESSON CORPMCKHealthcare10,694$8.3M2.86%
RTX CORPRTXEquity41,776$7.0M2.42%
ORACLE CORPORCLTechnology24,821$7.0M2.41%
PNC FINANCIAL SERVICES GROUP INCPNCFinancial Services34,425$6.9M2.39%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology23,535$6.6M2.30%
CATERPILLAR INCCATIndustrials11,524$5.5M1.90%
AMGEN INCAMGNHealthcare19,371$5.5M1.89%
PULTEGROUP INCPHMConsumer Cyclical41,091$5.4M1.88%
CISCO SYSTEMS INCCSCOTechnology77,774$5.3M1.84%
MERCK & CO INCMRKHealthcare59,866$5.0M1.74%
DEERE & CODEIndustrials10,853$5.0M1.72%
JOHNSON & JOHNSONJNJHealthcare25,904$4.8M1.66%
BANK OF AMERICA CORPBACFinancial Services92,142$4.8M1.64%
EMERSON ELECTRIC COEMRIndustrials33,824$4.4M1.53%
AT&T INCTCommunication Services151,749$4.3M1.48%
CHEVRON CORPCHVEnergy26,283$4.1M1.41%
PAYCHEX INCPAYXIndustrials32,140$4.1M1.41%
ENBRIDGE INCENBEnergy78,666$4.0M1.37%
INTEL CORPINTCTechnology118,025$4.0M1.37%
GENUINE PARTS COGPCConsumer Cyclical28,511$4.0M1.37%
HEWLETT PACKARD ENTERPRISE COHPETechnology156,693$3.8M1.33%
DUKE ENERGY CORPDUKUtilities30,393$3.8M1.30%