§ 13F · FUND PROFILE
Argyle Capital Management, LLC.
AUM · $347M (13F)Positions · 138Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | INTC | Intel Corp | 103K | $14M | 4.1% | −12% |
| 2 | LLY | Lilly Eli & Co | 11K | $13M | 3.7% | ±0% |
| 3 | CAT | Caterpillar Inc Del | 10K | $11M | 3.1% | −3% |
| 4 | MSFT | Microsoft Corp | 27K | $10M | 2.9% | ±0% |
| 5 | JPM | JP Morgan Chase & Co | 29K | $10M | 2.8% | ±0% |
| 6 | CSCO | Cisco Sys Inc | 77K | $9M | 2.6% | −1% |
| 7 | PNC | PNC Finl Svcs Group Inc | 35K | $8M | 2.4% | ±0% |
| 8 | MRK | Merck & Co Inc | 63K | $8M | 2.3% | ±0% |
| 9 | MCK | McKesson Corp | 10K | $8M | 2.3% | ±0% |
| 10 | RTX | RTX Corporation | 41K | $8M | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARGYLE SIGNAL
AC read
Argyle Capital Management, LLC is a Other fund managing $347 million in assets. The fund runs a portfolio of 138 positions.
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