Argus Investors' Counsel, Inc. holds a diversified book of 106 stocks worth $129.9M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Dell Technologies -C and trimmed Applied Materials Inc. Their largest long position is Applied Materials Inc at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Argus Investors' Counsel, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 79 / 80 | $846.2B |
| MORGAN STANLEY | 79 / 80 | $555.1B |
| ROYAL BANK OF CANADA | 79 / 80 | $163.0B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $74.2B |
| HighTower Advisors, LLC | 79 / 80 | $24.0B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $13.4B |
| CWM, LLC | 79 / 80 | $5.9B |
| GOLDMAN SACHS GROUP INC | 78 / 80 | $253.6B |
Ranked by how many of Argus Investors' Counsel, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Applied Materials Inc COM | $7.6M | 10.5K | 5.9% | ▼−2.9% Reduced · −310 sh | |
| 2 | Nvidia Corp COM | $5.6M | 27.8K | 4.3% | ▼−2.4% Reduced · −675 sh | |
| 3 | Alphabet Inc COM | $5.5M | 15.4K | 4.2% | ▼−3.4% Reduced · −545 sh | |
| 4 | Quanta Services Inc COM | $5.4M | 7.4K | 4.1% | ▼−4.0% Reduced · −313 sh | |
| 5 | Eli Lilly and Company COM | $4.8M | 4.0K | 3.7% | ▼−1.9% Reduced · −76 sh | |
| 6 | Analog Devices Inc COM | $4.7M | 11.9K | 3.6% | ▼−2.9% Reduced · −358 sh | |
| 7 | Apple Inc COM | $4.6M | 15.8K | 3.5% | ▼−3.5% Reduced · −570 sh | |
| 8 | JPMorgan Chase & Co COM | $4.4M | 13.5K | 3.4% | ▼−2.5% Reduced · −347 sh | |
| 9 | Costco Wholesale Corp COM | $4.0M | 4.2K | 3.1% | ▼−2.3% Reduced · −99 sh | |
| 10 | Trane Technologies plc COM | $3.7M | 7.6K | 2.9% | ▼−2.5% Reduced · −197 sh | |
| 11 | United Rentals Inc COM | $3.6M | 3.2K | 2.8% | ▼−2.9% Reduced · −95 sh | |
| 12 | Meta Platforms Inc COM | $3.3M | 5.8K | 2.5% | ▼−2.5% Reduced · −152 sh | |
| 13 | Amazon.com Inc COM | $2.8M | 11.8K | 2.2% | ▼−2.7% Reduced · −322 sh | |
| 14 | Visa Inc COM | $2.7M | 7.8K | 2.1% | ▼−3.0% Reduced · −243 sh | |
| 15 | Wells Fargo & Company COM | $2.4M | 29.3K | 1.9% | ▼−3.4% Reduced · −1K sh | |
| 16 | BlackRock Inc COM | $2.3M | 2.4K | 1.8% | ▼−2.3% Reduced · −57 sh | |
| 17 | Schwab Charles Corp COM | $2.3M | 24.6K | 1.7% | ▼−12% Reduced · −3K sh | |
| 18 | Targa Resources Corp COM | $2.2M | 8.3K | 1.7% | ▼−0.5% Reduced · −42 sh | |
| 19 | Arista Networks Inc COM | $2.2M | 13.1K | 1.7% | ▼−2.6% Reduced · −350 sh | |
| 20 | Oracle Corp COM | $2.1M | 14.6K | 1.6% | ▼−2.7% Reduced · −405 sh | |
| 21 | Palo Alto Networks COM | $2.1M | 6.2K | 1.6% | ▼−3.6% Reduced · −231 sh | |
| 22 | KLA Corp COM | $2.0M | 6.5K | 1.5% | ▲+853% Added · +6K sh | |
| 23 | General Dynamics Corp COM | $1.8M | 5.1K | 1.4% | ▼−1.7% Reduced · −87 sh | |
| 24 | S&P Global Inc COM | $1.7M | 4.1K | 1.3% | ▼−2.4% Reduced · −101 sh | |
| 25 | Snowflake Inc COM | $1.6M | 6.4K | 1.3% | ▼−2.5% Reduced · −162 sh | |
| 26 | Dell Technologies Inc COM | $1.4M | 3.3K | 1.1% | ▲New New position | |
| 27 | Microsoft Corp COM | $1.4M | 3.8K | 1.1% | ▼−0.4% Reduced · −17 sh | |
| 28 | New York Times Co COM | $1.4M | 19.7K | 1.1% | ▲+7.6% Added · +1K sh | |
| 29 | Broadcom Inc COM | $1.4M | 3.6K | 1.1% | ▼−0.9% Reduced · −32 sh | |
| 30 | Lam Research Corp COM | $1.3M | 3.1K | 1.0% | ▼−0.7% Reduced · −23 sh | |
| 31 | Constellation Energy Corp COM | $1.3M | 5.2K | 1.0% | ▲+3.9% Added · +195 sh | |
| 32 | DexCom Inc COM | $1.2M | 17.9K | 0.9% | ▼−2.6% Reduced · −472 sh | |
| 33 | American Express Co COM | $1.2M | 3.5K | 0.9% | ▼−0.1% Reduced · −5 sh | |
| 34 | GE Aerospace COM | $1.1M | 3.1K | 0.9% | ▼−0.6% Reduced · −19 sh | |
| 35 | ExxonMobil Holdings Corp COM | $1.1M | 7.9K | 0.8% | ▲New New position | |
| 36 | Uber Technologies Inc COM | $963K | 13.3K | 0.7% | ▲+23% Added · +2K sh | |
| 37 | TJX Companies COM | $963K | 6.4K | 0.7% | ▲+7.7% Added · +454 sh | |
| 38 | DoorDash Inc COM | $957K | 5.2K | 0.7% | ▼−3.0% Reduced · −160 sh | |
| 39 | iShares Russell 1000 Grw ETF COM | $918K | 7.4K | 0.7% | ▲+253% Added · +5K sh | |
| 40 | Bank of New York Mellon Corp COM | $884K | 6.1K | 0.7% | ▼−0.6% Reduced · −39 sh | |
| 41 | Walmart Inc COM | $880K | 7.8K | 0.7% | ▼−0.3% Reduced · −28 sh | |
| 42 | Johnson & Johnson COM | $792K | 3.1K | 0.6% | ▲+3.4% Added · +103 sh | |
| 43 | Mastercard Inc COM | $782K | 1.5K | 0.6% | ▼−0.3% Reduced · −5 sh | |
| 44 | Marvell Technology Inc COM | $705K | 2.4K | 0.5% | ▲+0.2% Added · +4 sh | |
| 45 | Parker-Hannifin Corp COM | $668K | 683 | 0.5% | ▼−1.1% Reduced · −8 sh | |
| 46 | Howmet Aerospace Inc COM | $655K | 2.4K | 0.5% | ▼−0.7% Reduced · −18 sh | |
| 47 | Taiwan Semiconductor Manufactu COM | $640K | 1.3K | 0.5% | ▲+1.4% Added · +19 sh | |
| 48 | iShares 3-7 Yr Treasury Bond E COM | $627K | 5.3K | 0.5% | ▲+1.8% Added · +92 sh | |
| 49 | Texas Instruments Inc COM | $621K | 2.1K | 0.5% | ▲+0.2% Added · +4 sh | |
| 50 | Invesco S&P 500 Quality ETF COM | $606K | 6.7K | 0.5% | ▲+34% Added · +2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/7195/holdings"
Use Arkolith to show ARGUS INVESTORS' COUNSEL, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 106 | $129.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 102 | $112.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 105 | $125.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 110 | $125.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 111 | $140.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 114 | $131.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 117 | $149.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 111 | $153.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.