Argyle Capital Management, LLC holds a diversified book of 138 stocks worth $347.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened DuPont De Nemours Inc and trimmed Intel Corp. Their largest long position is Intel Corp at 4% of the equity book. Cloning the disclosed picks since 2024 would be +33% (+17.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1321194/holdings"
Use Arkolith to show Argyle Capital Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.6 points over this window.
Growth of $10,000 cloning Argyle Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
99% 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 Argyle Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $8.8B |
| Swiss Life Asset Management Ltd | 80 / 80 | $7.5B |
| Kestra Advisory Services, LLC | 80 / 80 | $3.8B |
| CULLEN/FROST BANKERS, INC. | 80 / 80 | $2.5B |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 80 / 80 | $2.1B |
| Ethic Inc. | 80 / 80 | $2.1B |
| EXCHANGE TRADED CONCEPTS, LLC | 80 / 80 | $1.9B |
| Merit Financial Group, LLC | 80 / 80 | $1.7B |
Ranked by how many of Argyle Capital Management, LLC'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 | Intel Corp COM | $14.4M | 102.9K | 4.1% | ▼−12% Reduced · −14K sh | |
| 2 | Lilly Eli & Co COM | $12.9M | 10.8K | 3.7% | —Held | |
| 3 | Caterpillar Inc Del COM | $10.7M | 10.1K | 3.1% | ▼−2.7% Reduced · −277 sh | |
| 4 | Microsoft Corp COM | $10.0M | 26.8K | 2.9% | ▲+0.3% Added · +85 sh | |
| 5 | JP Morgan Chase & Co COM | $9.6M | 29.5K | 2.8% | ▲+0.2% Added · +48 sh | |
| 6 | Cisco Sys Inc COM | $9.1M | 77.2K | 2.6% | ▼−0.7% Reduced · −512 sh | |
| 7 | PNC Finl Svcs Group Inc COM | $8.5M | 34.5K | 2.4% | ▲+0.1% Added · +55 sh | |
| 8 | Merck & Co Inc COM | $8.0M | 62.5K | 2.3% | ▼−0.4% Reduced · −276 sh | |
| 9 | McKesson Corp COM | $7.9M | 10.4K | 2.3% | ▼−0.5% Reduced · −50 sh | |
| 10 | RTX Corporation COM | $7.8M | 40.9K | 2.2% | ▼−1.0% Reduced · −430 sh | |
| 11 | Dell Technologies Inc CL C | $7.6M | 17.5K | 2.2% | ▼−12% Reduced · −2K sh | |
| 12 | Hewlett Packard Enterprises COM | $7.1M | 157.2K | 2.0% | ▲+0.3% Added · +530 sh | |
| 13 | Amgen Inc COM | $7.1M | 19.5K | 2.0% | ▲+0.7% Added · +130 sh | |
| 14 | International Business Mach COM | $6.8M | 24.3K | 2.0% | ▲+0.7% Added · +179 sh | |
| 15 | Deere & Company COM | $6.8M | 10.7K | 2.0% | —Held | |
| 16 | Johnson & Johnson COM | $6.5M | 25.6K | 1.9% | —Held | |
| 17 | Pulte Group Inc COM | $5.5M | 40.0K | 1.6% | —Held | |
| 18 | Bank of America Corp COM | $5.4M | 95.0K | 1.6% | ▲+0.8% Added · +750 sh | |
| 19 | Emerson Elec Co COM | $4.8M | 33.4K | 1.4% | ▼−1.5% Reduced · −500 sh | |
| 20 | Chevron Corporation COM | $4.4M | 26.3K | 1.3% | ▼−0.1% Reduced · −34 sh | |
| 21 | General Mtrs Corp COM | $4.2M | 54.8K | 1.2% | —Held | |
| 22 | Bristol Myers Squibb Co COM | $4.2M | 72.3K | 1.2% | ▲+1.5% Added · +1K sh | |
| 23 | Coca Cola Co COM | $4.1M | 50.9K | 1.2% | ▼−0.5% Reduced · −240 sh | |
| 24 | Enbridge Inc COM | $4.1M | 76.1K | 1.2% | ▼−2.1% Reduced · −2K sh | |
| 25 | Oracle Corp COM | $3.9M | 26.8K | 1.1% | ▲+0.3% Added · +74 sh | |
| 26 | Duke Energy Corp COM | $3.9M | 31.0K | 1.1% | ▲+1.1% Added · +325 sh | |
| 27 | ConocoPhillips COM | $3.9M | 37.1K | 1.1% | ▼−0.1% Reduced · −52 sh | |
| 28 | Pfizer Inc COM | $3.7M | 155.6K | 1.1% | ▲+2.5% Added · +4K sh | |
| 29 | Verizon Communications COM | $3.7M | 88.3K | 1.1% | ▲+5.0% Added · +4K sh | |
| 30 | Allstate Corp COM | $3.6M | 15.1K | 1.0% | —Held | |
| 31 | Wells Fargo & Co New COM | $3.6M | 43.0K | 1.0% | ▲+0.7% Added · +308 sh | |
| 32 | Paychex Inc COM | $3.5M | 35.6K | 1.0% | ▲+7.2% Added · +2K sh | |
| 33 | Genuine Parts Co COM | $3.5M | 29.5K | 1.0% | ▲+2.1% Added · +610 sh | |
| 34 | Chubb Corp COM | $3.5M | 10.2K | 1.0% | ▲+0.6% Added · +65 sh | |
| 35 | Phillips 66 COM | $3.5M | 20.5K | 1.0% | ▼−1.7% Reduced · −350 sh | |
| 36 | AT&T Inc COM | $3.4M | 165.1K | 1.0% | ▲+8.3% Added · +13K sh | |
| 37 | MetLife Inc COM | $3.4M | 39.8K | 1.0% | ▲+2.0% Added · +795 sh | |
| 38 | 3M Co COM | $3.3M | 20.1K | 0.9% | ▲+1.5% Added · +295 sh | |
| 39 | CVS Health Corp COM | $3.2M | 30.7K | 0.9% | —Held | |
| 40 | Medtronic Inc COM | $3.1M | 39.2K | 0.9% | ▲+3.0% Added · +1K sh | |
| 41 | United Parcel Service Inc CL B | $3.0M | 28.4K | 0.9% | ▲+1.5% Added · +425 sh | |
| 42 | Corning Inc COM | $3.0M | 11.9K | 0.9% | ▼−3.2% Reduced · −400 sh | |
| 43 | Waters Corp COM | $2.8M | 7.6K | 0.8% | —Held | |
| 44 | PPL Corp COM | $2.8M | 76.5K | 0.8% | ▲+6.9% Added · +5K sh | |
| 45 | GE Vernova Inc COM | $2.7M | 2.3K | 0.8% | —Held | |
| 46 | Truist Finl Corp COM | $2.6M | 52.6K | 0.8% | ▲+1.8% Added · +940 sh | |
| 47 | Waste Management Inc Del COM | $2.5M | 11.3K | 0.7% | —Held | |
| 48 | Southern Co COM | $2.5M | 26.3K | 0.7% | ▲+0.4% Added · +100 sh | |
| 49 | Qnity Electronics Inc COMMON STOCK | $2.4M | 14.7K | 0.7% | —Held | |
| 50 | Fifth Third Bancorp COM | $2.4M | 41.9K | 0.7% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 138 | $347.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 137 | $307.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 137 | $299.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 135 | $289.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 132 | $275.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 130 | $269.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 127 | $253.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 124 | $251.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.