§ 13F · FUND PROFILE
Argyle Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $289M (13F)Positions · 135Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 27K | $10M | 3.2% | −1% |
| 2 | LLY | Lilly Eli & Co | 11K | $10M | 3.2% | −3% |
| 3 | MCK | McKesson Corp | 10K | $9M | 2.9% | −2% |
| 4 | JPM | JP Morgan Chase & Co | 29K | $9M | 2.8% | ±0% |
| 5 | RTX | RTX Corporation | 41K | $8M | 2.6% | ±0% |
| 6 | MRK | Merck & Co Inc | 63K | $8M | 2.5% | −1% |
| 7 | CAT | Caterpillar Inc Del | 10K | $7M | 2.4% | −8% |
| 8 | PNC | PNC Finl Svcs Group Inc | 34K | $7M | 2.3% | ±0% |
| 9 | AMGN | Amgen Inc | 19K | $7M | 2.2% | ±0% |
| 10 | JNJ | Johnson & Johnson | 26K | $6M | 2.0% | −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 $289 million in assets. The fund runs a portfolio of 135 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed