Argyle Capital Partners, LLC holds a diversified book of 177 stocks worth $158.7M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Ishares U.S. Home Constructi and trimmed Ishr Ibx Usd Invgd CB ETF-Ui. Their largest long position is Apple Inc at 6% of the equity book. Cloning the disclosed picks since 2025 would be +18% (+18.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +25.0%, a 6.6-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Argyle Capital Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with 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.
56% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $9.0M | 31.1K | 5.7% | ▲+2.4% Added · +732 sh | |
| 2 | Ishares TR RUS 1000 VAL ETF | $4.4M | 18.3K | 2.8% | ▲+0.3% Added · +65 sh | |
| 3 | Microsoft Corp COM | $4.3M | 11.5K | 2.7% | ▲+6.4% Added · +690 sh | |
| 4 | Ishares TR RUS 1000 GRW ETF | $4.0M | 32.1K | 2.5% | ▲+303% Added · +24K sh | |
| 5 | Amazon Com Inc COM | $3.4M | 14.5K | 2.2% | ▲+3.6% Added · +503 sh | |
| 6 | Ishares TR IBOXX INV CP ETF | $3.0M | 27.7K | 1.9% | ▼−5.9% Reduced · −2K sh | |
| 7 | SPDR Series Trust ST STR SP BIOT | $3.0M | 18.8K | 1.9% | ▼−1.4% Reduced · −273 sh | |
| 8 | Ishares TR CORE S&P SCP ETF | $3.0M | 20.0K | 1.9% | ▼−4.3% Reduced · −901 sh | |
| 9 | Nvidia Corporation COM | $2.7M | 13.6K | 1.7% | ▲+8.3% Added · +1K sh | |
| 10 | Berkshire Hathaway Inc Del CL B NEW | $2.7M | 5.3K | 1.7% | ▲+7.2% Added · +354 sh | |
| 11 | JPMorgan Chase Finl Co LLC CAL LKD 44 | $2.6M | 74.7K | 1.6% | ▲+5.8% Added · +4K sh | |
| 12 | Ishares TR INTL SEL DIV ETF | $2.5M | 60.4K | 1.6% | ▲+1.6% Added · +941 sh | |
| 13 | Ishares TR EXPANDED TECH | $2.4M | 26.6K | 1.5% | ▲+31% Added · +6K sh | |
| 14 | Abbvie Inc COM | $2.3M | 9.3K | 1.5% | ▲+4.6% Added · +413 sh | |
| 15 | Alphabet Inc CAP STK CL A | $2.3M | 6.4K | 1.4% | ▼−2.0% Reduced · −129 sh | |
| 16 | JPMorgan Chase & Co COM | $2.3M | 7.0K | 1.4% | ▼−0.3% Reduced · −23 sh | |
| 17 | Ishares TR 1 3 YR TREAS BD | $2.3M | 27.7K | 1.4% | ▼−12% Reduced · −4K sh | |
| 18 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.1M | 35.1K | 1.3% | ▼−5.5% Reduced · −2K sh | |
| 19 | Ishares TR 20 YR TR BD ETF | $1.9M | 22.5K | 1.2% | ▲+3.6% Added · +790 sh | |
| 20 | Enterprise Prods Partners L COM | $1.9M | 52.2K | 1.2% | ▲+0.9% Added · +481 sh | |
| 21 | MPLX LP COM UNIT REP LTD | $1.9M | 33.7K | 1.2% | ▲+24% Added · +7K sh | |
| 22 | State STR SPDR S&P 500 ETF T TR UNIT | $1.8M | 2.5K | 1.2% | ▼−8.2% Reduced · −220 sh | |
| 23 | Dimensional ETF Trust US HIGH PROF ETF | $1.8M | 43.5K | 1.1% | ▼−0.4% Reduced · −171 sh | |
| 24 | Williams Cos Inc COM | $1.8M | 24.2K | 1.1% | ▲+5.9% Added · +1K sh | |
| 25 | Amgen Inc COM | $1.8M | 4.9K | 1.1% | ▲+5.5% Added · +254 sh | |
| 26 | Oneok Inc New COM | $1.7M | 20.0K | 1.1% | ▲+3.2% Added · +622 sh | |
| 27 | Netflix Inc. COM | $1.7M | 23.1K | 1.0% | ▲+38% Added · +6K sh | |
| 28 | Crowdstrike Hldgs Inc CL A | $1.6M | 2.1K | 1.0% | ▼−3.6% Reduced · −77 sh | |
| 29 | Parker-Hannifin Corp COM | $1.6M | 1.6K | 1.0% | ▲+1.9% Added · +30 sh | |
| 30 | Alphabet Inc CAP STK CL C | $1.6M | 4.5K | 1.0% | ▲+6.2% Added · +260 sh | |
| 31 | First TR Exchange-Traded FD SHS | $1.6M | 32.4K | 1.0% | ▲+5.8% Added · +2K sh | |
| 32 | Energy Transfer L P COM UT LTD PTN | $1.5M | 76.4K | 0.9% | ▲+9.1% Added · +6K sh | |
| 33 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $1.4M | 52.5K | 0.9% | ▲+7.0% Added · +3K sh | |
| 34 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.4M | 2.1K | 0.9% | ▲+14% Added · +259 sh | |
| 35 | Visa Inc COM CL A | $1.3M | 3.9K | 0.8% | ▲+1.4% Added · +54 sh | |
| 36 | Williams Sonoma Inc COM | $1.3M | 5.5K | 0.8% | —Held | |
| 37 | Meta Platforms Inc CL A | $1.3M | 2.3K | 0.8% | ▲+22% Added · +406 sh | |
| 38 | Ameriprise Finl Inc COM | $1.2M | 2.7K | 0.8% | —Held | |
| 39 | First TR Exch Traded FD III PFD SECS INC ETF | $1.2M | 68.8K | 0.8% | ▼−4.2% Reduced · −3K sh | |
| 40 | Qualcomm Inc COM | $1.2M | 6.4K | 0.7% | ▲+2.6% Added · +164 sh | |
| 41 | Ishares TR SELECT DIVID ETF | $1.2M | 7.5K | 0.7% | —Held | |
| 42 | Chevron Corporation COM | $1.2M | 7.0K | 0.7% | ▲+6.5% Added · +431 sh | |
| 43 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.1M | 20.3K | 0.7% | ▲+18% Added · +3K sh | |
| 44 | Danaher Corp Del COM | $1.1M | 6.0K | 0.7% | ▲+4.6% Added · +262 sh | |
| 45 | Vaneck ETF Trust GOLD MINERS ETF | $1.1M | 14.4K | 0.7% | ▼−2.1% Reduced · −305 sh | |
| 46 | Ishares TR MSCI EMG MKT ETF | $1.1M | 15.4K | 0.7% | ▲+5.6% Added · +816 sh | |
| 47 | Select Sector SPDR TR ST STR UTIL ETF | $1.0M | 22.9K | 0.7% | ▲+17% Added · +3K sh | |
| 48 | Ishares TR U.S. TECH ETF | $1000K | 4.0K | 0.6% | ▲+8.3% Added · +305 sh | |
| 49 | Martin Marietta Matls Inc COM | $982K | 1.7K | 0.6% | —Held | |
| 50 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $968K | 13.6K | 0.6% | ▼−0.6% Reduced · −79 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/2079995/holdings"
Use Arkolith to show Argyle Capital Partners, LLC'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 | Aug 7, 2026 | 285 | $158.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 187 | $138.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 181 | $136.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 267 | $139.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 169 | $121.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Aug 13, 2025 | 159 | $116.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Aug 13, 2025 | 156 | $116.6M | 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. The performance line is a simulation of the disclosed long book, not an audited return.