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 $129.9M across 106 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMAT ($7.6M, 5.86%), NVDA ($5.6M, 4.28%), GOOGL ($5.5M, 4.23%), PWR ($5.4M, 4.13%), LLY ($4.8M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | $7.6M | 5.86% | 10,528 | Trimmed |
| 2 | NVDA | Nvidia Corp | $5.6M | 4.28% | 27,799 | Trimmed |
| 3 | GOOGL | Alphabet Inc | $5.5M | 4.23% | 15,356 | Trimmed |
| 4 | PWR | Quanta Services Inc | $5.4M | 4.13% | 7,443 | Trimmed |
| 5 | LLY | Eli Lilly and Company | $4.8M | 3.68% | 3,987 | Trimmed |
| 6 | ADI | Analog Devices Inc | $4.7M | 3.65% | 11,932 | Trimmed |
| 7 | AAPL | Apple Inc | $4.6M | 3.52% | 15,813 | Trimmed |
| 8 | JPM | JPMorgan Chase & Co | $4.4M | 3.40% | 13,476 | Trimmed |
| 9 | COST | Costco Wholesale Corp | $4.0M | 3.06% | 4,244 | Trimmed |
| 10 | TT | Trane Technologies plc | $3.7M | 2.88% | 7,618 | Trimmed |
| 11 | URI | United Rentals Inc | $3.6M | 2.79% | 3,196 | Trimmed |
| 12 | META | Meta Platforms Inc | $3.3M | 2.52% | 5,815 | Trimmed |
| 13 | AMZN | Amazon.com Inc | $2.8M | 2.16% | 11,769 | Trimmed |
| 14 | V | Visa Inc | $2.7M | 2.06% | 7,810 | Trimmed |
| 15 | WFC | Wells Fargo & Company | $2.4M | 1.87% | 29,328 | Trimmed |
| 16 | BLK | BlackRock Inc | $2.3M | 1.77% | 2,392 | Trimmed |
| 17 | SCHW | Schwab Charles Corp | $2.3M | 1.75% | 24,598 | Trimmed |
| 18 | TRGP | Targa Resources Corp | $2.2M | 1.72% | 8,333 | Trimmed |
| 19 | ANET | Arista Networks Inc | $2.2M | 1.71% | 13,108 | Trimmed |
| 20 | ORCL | Oracle Corp | $2.1M | 1.65% | 14,585 | Trimmed |
| 21 | PANW | Palo Alto Networks | $2.1M | 1.62% | 6,185 | Trimmed |
| 22 | KLAC | KLA Corp | $2.0M | 1.51% | 6,517 | Added |
| 23 | GD | General Dynamics Corp | $1.8M | 1.39% | 5,106 | Trimmed |
| 24 | SPGI | S&P Global Inc | $1.7M | 1.29% | 4,124 | Trimmed |
| 25 | SNOW | Snowflake Inc | $1.6M | 1.26% | 6,448 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30