Argus Investors' Counsel, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$112.5M
Q ending 2026-03-31
Prior quarter
$125.2M
Q ending 2025-12-31
Change
-10.2% QoQ · -14.3% YoY
Positions
102
reported holdings
Largest positions
Top 100 of 102 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corp | NVDA | Shares | $5.0M | 28K |
| Alphabet Inc | GOOGL | Shares | $4.6M | 16K |
| Costco Wholesale Corp | COST | Shares | $4.3M | 4K |
| Quanta Services Inc | PWR | Shares | $4.3M | 8K |
| Apple Inc | AAPL | Shares | $4.2M | 16K |
| Jpmorgan Chase & Co | JPM | Shares | $4.1M | 14K |
| Analog Devices Inc | ADI | Shares | $3.9M | 12K |
| Eli Lilly And Company | LLY | Shares | $3.7M | 4K |
| Applied Materials Inc | AMAT | Shares | $3.7M | 11K |
| Meta Platforms Inc | META | Shares | $3.4M | 6K |
| Trane Technologies Plc | Shares | $3.3M | 8K | |
| Schwab Charles Corp | SCHW | Shares | $2.6M | 28K |
| Amazon.Com Inc | AMZN | Shares | $2.5M | 12K |
| Visa Inc | V | Shares | $2.4M | 8K |
| Wells Fargo & Company | WFC | Shares | $2.4M | 30K |
| United Rentals Inc | URI | Shares | $2.4M | 3K |
| Blackrock Inc | BLK | Shares | $2.4M | 2K |
| Oracle Corp | ORCL | Shares | $2.2M | 15K |
| Targa Resources Corp | TRGP | Shares | $2.1M | 8K |
| S&P Global Inc | SPGI | Shares | $1.8M | 4K |
| General Dynamics Corp | GD | Shares | $1.8M | 5K |
| Arista Networks Inc | ANET | Shares | $1.7M | 13K |
| Boston Scientific Corp | BSX | Shares | $1.6M | 26K |
| New York Times Co | NYT | Shares | $1.5M | 18K |
| Constellation Energy Corp | Shares | $1.4M | 5K | |
| Microsoft Corp | MSFT | Shares | $1.4M | 4K |
| Exxon Mobil Corp | XOM | Shares | $1.4M | 8K |
| Dexcom Inc | DXCM | Shares | $1.2M | 18K |
| Broadcom Inc | AVGO | Shares | $1.1M | 4K |
| American Express Co | AXP | Shares | $1.0M | 3K |
| Palo Alto Networks | PANW | Shares | $1.0M | 6K |
| Kla Corp | KLAC | Shares | $1.0M | 684 |
| Snowflake Inc | SNOW | Shares | $997K | 7K |
| Walmart Inc | WMT | Shares | $970K | 8K |
| Tjx Companies | TJX | Shares | $942K | 6K |
| Ishares Russell 1000 Grw Etf | IWF | Shares | $892K | 2K |
| Ge Aerospace | GE | Shares | $876K | 3K |
| Doordash Inc | DASH | Shares | $803K | 5K |
| Uber Technologies Inc | UBER | Shares | $782K | 11K |
| Mastercard Inc Cl A | MA | Shares | $763K | 2K |
| Johnson & Johnson | JNJ | Shares | $737K | 3K |
| Bank Of New York Mellon Corp | BNY | Shares | $730K | 6K |
| Amgen Inc | AMGN | Shares | $686K | 2K |
| Lam Research Corp | LRCX | Shares | $668K | 3K |
| Ishares 3-7 Yr Treasury Bond E | IEI | Shares | $622K | 5K |
| Parker-Hannifin Corp | PH | Shares | $619K | 691 |
| Duke Energy Corp | DUK | Shares | $582K | 4K |
| Howmet Aerospace Inc | HWM | Shares | $566K | 2K |
| Mckesson Corp | MCK | Shares | $544K | 629 |
| Nasdaq Inc | NDAQ | Shares | $531K | 6K |
| Atmos Energy Corp | ATO | Shares | $510K | 3K |
| Netflix Inc | NFLX | Shares | $509K | 5K |
| The Southern Company | SO | Shares | $503K | 5K |
| Ecolab Inc | ECL | Shares | $501K | 2K |
| Vanguard Short-Term Bd Etf | BSV | Shares | $478K | 6K |
| Ishares Floating Rate Bond Etf | FLOT | Shares | $469K | 9K |
| Doubleline Etf Trust-Mortgage | DMBS | Shares | $467K | 9K |
| Bondbloxx 1-5 Year Corporate B | BBBS | Shares | $466K | 9K |
| Thermo Fisher Scientific | TMO | Shares | $458K | 931 |
| Ishares Msci Eafe Etf | EFA | Shares | $447K | 5K |
| Vanguard Interm-Tm Corp Bd Idx | VCIT | Shares | $447K | 5K |
| Taiwan Semiconductor Manufactu | TSM | Shares | $446K | 1K |
| State Street Corporation | STT | Shares | $437K | 3K |
| International Business Machine | IBM | Shares | $434K | 2K |
| Bondbloxx Bloomberg Six Mth Ta | XHLF | Shares | $420K | 8K |
| Stryker Corp | SYK | Shares | $417K | 1K |
| Texas Instruments Inc | TXN | Shares | $404K | 2K |
| Verizon Communications Inc | VZ | Shares | $403K | 8K |
| Invesco Preferred Etf | PGX | Shares | $401K | 37K |
| Danaher Corp | DHR | Shares | $399K | 2K |
| Raymond James Financial Inc | RJF | Shares | $394K | 3K |
| Nucor Corp | NUE | Shares | $387K | 2K |
| Corning Inc | GLW | Shares | $382K | 3K |
| Invesco S&P 500 Quality Etf | SPHQ | Shares | $378K | 5K |
| Ishares Russell 2000 Index Etf | IWM | Shares | $358K | 1K |
| Morgan Stanley | MS | Shares | $354K | 2K |
| Marriott International | MAR | Shares | $345K | 1K |
| Caterpillar Inc | CAT | Shares | $329K | 465 |
| Cisco Systems Inc | CSCO | Shares | $322K | 4K |
| Ishares Core S&P 500 | IVV | Shares | $310K | 474 |
| Norfolk Southern Corp | NSC | Shares | $287K | 1K |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $278K | 9K |
| Us Bancorp | USB | Shares | $272K | 5K |
| Emerson Elec Co | EMR | Shares | $263K | 2K |
| Waste Management Inc | WM | Shares | $262K | 1K |
| The Procter & Gamble Co | PG | Shares | $260K | 2K |
| Air Prods & Chems Inc | APD | Shares | $260K | 895 |
| Union Pacific Corp | UNP | Shares | $255K | 1K |
| American Twr Corp-Reit | AMT | Shares | $248K | 1K |
| Illinois Tool Wks Inc | ITW | Shares | $246K | 944 |
| Home Depot Inc | HD | Shares | $237K | 720 |
| Marvell Technology Inc | MRVL | Shares | $234K | 2K |
| The Walt Disney Co | DIS | Shares | $231K | 2K |
| Zoetis Inc | ZTS | Shares | $227K | 2K |
| International Paper Co | IP | Shares | $221K | 6K |
| Phillips 66 | PSX | Shares | $218K | 1K |
| Abbott Labs | ABT | Shares | $217K | 2K |
| Ameriprise Financial Inc | AMP | Shares | $214K | 482 |
| Adobe Inc | ADBE | Shares | $211K | 870 |
| Shell Plc | SHEL | Shares | $206K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.