Argyle Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$307.7M
Q ending 2026-03-31
Prior quarter
$299.5M
Q ending 2025-12-31
Change
+2.7% QoQ · +14.3% YoY
Positions
137
reported holdings
Largest positions
Top 100 of 137 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 |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $9.9M | 27K |
| Lilly Eli & Co | LLY | Shares | $9.9M | 11K |
| Mckesson Corp | MCK | Shares | $9.1M | 10K |
| Jp Morgan Chase & Co | JPM | Shares | $8.7M | 29K |
| Rtx Corporation | RTX | Shares | $8.0M | 41K |
| Merck & Co Inc | MRK | Shares | $7.6M | 63K |
| Caterpillar Inc Del | CAT | Shares | $7.3M | 10K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $7.2M | 34K |
| Amgen Inc | AMGN | Shares | $6.8M | 19K |
| Johnson & Johnson | JNJ | Shares | $6.3M | 26K |
| Cisco Sys Inc | CSCO | Shares | $6.0M | 78K |
| Deere & Company | DE | Shares | $6.0M | 11K |
| International Business Mach | IBM | Shares | $5.9M | 24K |
| Chevron Corporation | CVX | Shares | $5.5M | 26K |
| Intel Corp | INTC | Shares | $5.2M | 117K |
| Conocophillips | COP | Shares | $4.9M | 37K |
| Pulte Group Inc | PHM | Shares | $4.7M | 40K |
| Bank Of America Corp | BAC | Shares | $4.6M | 94K |
| Emerson Elec Co | EMR | Shares | $4.4M | 34K |
| At&T Inc | T | Shares | $4.4M | 152K |
| Bristol Myers Squibb Co | BMY | Shares | $4.3M | 71K |
| Pfizer Inc | PFE | Shares | $4.3M | 152K |
| Verizon Communications | VZ | Shares | $4.2M | 84K |
| Enbridge Inc | ENB | Shares | $4.2M | 78K |
| General Mtrs Corp | GM | Shares | $4.1M | 55K |
| Duke Energy Corp | DUK | Shares | $4.0M | 31K |
| Oracle Corp | ORCL | Shares | $3.9M | 27K |
| Coca Cola Co | KO | Shares | $3.9M | 51K |
| Phillips 66 | PSX | Shares | $3.8M | 21K |
| Hewlett Packard Enterprises | HPE | Shares | $3.7M | 157K |
| Wells Fargo & Co New | WFC | Shares | $3.4M | 43K |
| Chubb Corp | Shares | $3.3M | 10K | |
| Medtronic Inc | Shares | $3.3M | 38K | |
| Dell Technologies Inc | DELL | Shares | $3.3M | 20K |
| Allstate Corp | ALL | Shares | $3.1M | 15K |
| Dow Inc | DOW | Shares | $3.1M | 74K |
| Paychex Inc | PAYX | Shares | $3.1M | 33K |
| Genuine Parts Co | GPC | Shares | $3.1M | 29K |
| 3M Co | MMM | Shares | $2.9M | 20K |
| Hershey Foods Corp | HSY | Shares | $2.8M | 13K |
| Metlife Inc | MET | Shares | $2.8M | 39K |
| United Parcel Service Inc | UPS | Shares | $2.7M | 28K |
| Ppl Corp | PPL | Shares | $2.7M | 72K |
| Halliburton Co | HAL | Shares | $2.7M | 69K |
| Waste Management Inc Del | WM | Shares | $2.6M | 11K |
| Southern Co | SO | Shares | $2.5M | 26K |
| Slb Limited | SLB | Shares | $2.4M | 47K |
| Truist Finl Corp | TFC | Shares | $2.4M | 52K |
| Waters Corp | WAT | Shares | $2.3M | 8K |
| Cvs Health Corp | CVS | Shares | $2.2M | 31K |
| Corteva Inc | CTVA | Shares | $2.2M | 26K |
| Air Products & Chem | APD | Shares | $2.1M | 7K |
| Freeport-Mcmoran Inc | FCX | Shares | $2.1M | 36K |
| Ge Vernova Inc | GEV | Shares | $2.0M | 2K |
| Exxon Mobil Corp | XOM | Shares | $2.0M | 12K |
| Constellation Energy Corp | CEG | Shares | $2.0M | 7K |
| Fifth Third Bancorp | FITB | Shares | $1.9M | 42K |
| Weyerhaeuser Co | WY | Shares | $1.9M | 77K |
| Comcast Corp New | CMCSA | Shares | $1.9M | 66K |
| Verisign Inc | VRSN | Shares | $1.8M | 7K |
| Exelon Corporation | EXC | Shares | $1.8M | 37K |
| Ge Aerospace | GE | Shares | $1.8M | 6K |
| Sonoco Products Co | SON | Shares | $1.8M | 33K |
| Procter & Gamble Co | PG | Shares | $1.8M | 12K |
| Qnity Electronics Inc | Shares | $1.7M | 15K | |
| Corning Inc | GLW | Shares | $1.7M | 12K |
| Broadcom Inc | AVGO | Shares | $1.7M | 5K |
| Ge Healthcare Technologies | GEHC | Shares | $1.6M | 23K |
| Dupont De Nemours Inc | DDUSD | Shares | $1.6M | 34K |
| Archer Daniels Midland Co | ADM | Shares | $1.5M | 21K |
| Ford Mtr Co Del | F | Shares | $1.4M | 124K |
| Valero Energy Corp New | VLO | Shares | $1.4M | 6K |
| Ugi Corp New | UGI | Shares | $1.3M | 37K |
| Global Pmts Inc | GPN | Shares | $1.3M | 19K |
| Trane Technolgies Plc | Shares | $1.3M | 3K | |
| Tc Energy Corp | TRP | Shares | $1.2M | 20K |
| Apple Inc | AAPL | Shares | $1.2M | 5K |
| Bp Plc | BP | Shares | $1.2M | 25K |
| Nxp Semiconductors N V | Shares | $1.1M | 6K | |
| Berkshire Hathaway Inc | BRK/B | Shares | $1.1M | 2K |
| Totalenergies Se | TTEN | Shares | $1.0M | 11K |
| Baxter Intl Inc | BAX | Shares | $973K | 58K |
| Pepsico Inc | PEP | Shares | $893K | 6K |
| Shift4 Pmts Inc | FOUR | Shares | $888K | 20K |
| Hp Inc | HPQ | Shares | $875K | 46K |
| Fiserv Inc | FISV | Shares | $871K | 16K |
| American Elec Power | AEP | Shares | $865K | 7K |
| Amcor Plc | Shares | $782K | 20K | |
| Abbvie Inc | ABBV | Shares | $750K | 3K |
| Block H&R Inc | HRB | Shares | $737K | 23K |
| Motorola Solutions Inc | MSI | Shares | $737K | 2K |
| Grainger W W Inc | GWW | Shares | $725K | 665 |
| Texas Instrs Inc | TXN | Shares | $718K | 4K |
| Norfolk Southern Corp | NSC | Shares | $707K | 2K |
| Kimberly Clark Corp | KMB | Shares | $705K | 7K |
| Magna Intl Inc | MGA | Shares | $703K | 13K |
| Dxc Technology Co | DXC | Shares | $686K | 55K |
| Chemours Co | CC | Shares | $653K | 30K |
| Illinois Tool Wks Inc | ITW | Shares | $648K | 2K |
| Moodys Corp | MCO | Shares | $611K | 1K |
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.