Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ARGUS INVESTORS' COUNSEL, INC. (CIK 7195) reported $112.5M across 102 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($5.0M, 4.42%), GOOGL ($4.6M, 4.07%), COST ($4.3M, 3.85%), PWR ($4.3M, 3.79%), AAPL ($4.2M, 3.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp | $5.0M | 4.42% | 28,474 | Trimmed |
| 2 | GOOGL | Alphabet Inc | $4.6M | 4.07% | 15,901 | Trimmed |
| 3 | COST | Costco Wholesale Corp | $4.3M | 3.85% | 4,343 | Trimmed |
| 4 | PWR | Quanta Services Inc | $4.3M | 3.79% | 7,756 | Trimmed |
| 5 | AAPL | Apple Inc | $4.2M | 3.70% | 16,383 | Trimmed |
| 6 | JPM | JPMorgan Chase & Co | $4.1M | 3.62% | 13,823 | Added |
| 7 | ADI | Analog Devices Inc | $3.9M | 3.48% | 12,290 | Trimmed |
| 8 | LLY | Eli Lilly and Company | $3.7M | 3.32% | 4,063 | Trimmed |
| 9 | AMAT | Applied Materials Inc | $3.7M | 3.29% | 10,838 | Trimmed |
| 10 | META | Meta Platforms Inc | $3.4M | 3.04% | 5,967 | Trimmed |
| 11 | TT | Trane Technologies plc | $3.3M | 2.90% | 7,815 | Trimmed |
| 12 | SCHW | Schwab Charles Corp | $2.6M | 2.33% | 27,907 | Trimmed |
| 13 | AMZN | Amazon.com Inc | $2.5M | 2.24% | 12,091 | Trimmed |
| 14 | V | Visa Inc | $2.4M | 2.16% | 8,053 | Trimmed |
| 15 | WFC | Wells Fargo & Company | $2.4M | 2.15% | 30,355 | Trimmed |
| 16 | URI | United Rentals Inc | $2.4M | 2.13% | 3,291 | Trimmed |
| 17 | BLK | BlackRock Inc | $2.4M | 2.09% | 2,449 | Trimmed |
| 18 | ORCL | Oracle Corp | $2.2M | 1.96% | 14,990 | Trimmed |
| 19 | TRGP | Targa Resources Corp | $2.1M | 1.87% | 8,375 | Trimmed |
| 20 | SPGI | S&P Global Inc | $1.8M | 1.60% | 4,225 | Added |
| 21 | GD | General Dynamics Corp | $1.8M | 1.58% | 5,193 | Added |
| 22 | ANET | Arista Networks Inc | $1.7M | 1.47% | 13,458 | Trimmed |
| 23 | BSX | Boston Scientific Corp | $1.6M | 1.43% | 25,712 | Trimmed |
| 24 | NYT | New York Times Co | $1.5M | 1.36% | 18,327 | New |
| 25 | CEG | Constellation Energy Corp | $1.4M | 1.25% | 5,053 | Added |
Source: SEC Form 13F filings · as of 2026-03-31