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.
Argyle Capital Management, LLC (CIK 1321194) reported $307.7M across 136 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LLY ($9.9M, 3.22%), MSFT ($9.9M, 3.22%), MCK ($9.1M, 2.95%), JPM ($8.7M, 2.81%), RTX ($8.0M, 2.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | Lilly Eli & Co | $9.9M | 3.22% | 10,767 | Trimmed |
| 2 | MSFT | Microsoft Corp | $9.9M | 3.22% | 26,755 | Trimmed |
| 3 | MCK | McKesson Corp | $9.1M | 2.95% | 10,474 | Trimmed |
| 4 | JPM | JP Morgan Chase & Co | $8.7M | 2.81% | 29,429 | Trimmed |
| 5 | RTX | RTX Corporation | $8.0M | 2.59% | 41,303 | Trimmed |
| 6 | MRK | Merck & Co Inc | $7.6M | 2.46% | 62,816 | Trimmed |
| 7 | CAT | Caterpillar Inc Del | $7.3M | 2.38% | 10,359 | Trimmed |
| 8 | PNC | PNC Finl Svcs Group Inc | $7.2M | 2.33% | 34,450 | Added |
| 9 | AMGN | Amgen Inc | $6.8M | 2.21% | 19,371 | Hold |
| 10 | JNJ | Johnson & Johnson | $6.3M | 2.04% | 25,649 | Trimmed |
| 11 | DE | Deere & Company | $6.0M | 1.96% | 10,703 | Trimmed |
| 12 | CSCO | Cisco Sys Inc | $6.0M | 1.96% | 77,756 | Hold |
| 13 | IBM | International Business Mach | $5.9M | 1.90% | 24,135 | Added |
| 14 | CVX | Chevron Corporation | $5.5M | 1.77% | 26,358 | Trimmed |
| 15 | INTC | Intel Corp | $5.2M | 1.68% | 117,275 | Trimmed |
| 16 | COP | ConocoPhillips | $4.9M | 1.59% | 37,114 | Trimmed |
| 17 | PHM | Pulte Group Inc | $4.7M | 1.53% | 39,991 | Hold |
| 18 | BAC | Bank of America Corp | $4.6M | 1.49% | 94,292 | Added |
| 19 | T | AT&T Inc | $4.4M | 1.44% | 152,445 | Trimmed |
| 20 | EMR | Emerson Elec Co | $4.4M | 1.44% | 33,924 | Added |
| 21 | BMY | Bristol Myers Squibb Co | $4.3M | 1.40% | 71,227 | Trimmed |
| 22 | PFE | Pfizer Inc | $4.3M | 1.39% | 151,876 | Added |
| 23 | VZ | Verizon Communications | $4.2M | 1.37% | 84,148 | Trimmed |
| 24 | ENB | Enbridge Inc | $4.2M | 1.37% | 77,759 | Trimmed |
| 25 | GM | General Mtrs Corp | $4.1M | 1.33% | 54,819 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31