Fund HoldingsArgyle Capital Management, LLC

Total Portfolio Value
$269.22M
Total Bought
$20.73M
Total Sold
$4.54M
Net Transaction
+$16.19M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
McKesson Corp(MCK)12,42712,334-937,0828,3013.08%+1,218
Amgen Inc(AMGN)019,571+19,57106,0972.26%+6,097
Shift4 Pmts Inc(FOUR)012,600+12,60001,0300.38%+1,030
AT&T Inc(T)150,513153,844+3,3313,4274,3511.62%+924
Global Pmts Inc(GPN)8,53718,305+9,7689571,7920.67%+836
International Business Mach(IBM)23,74023,935+1955,2195,9522.21%+733
CVS Health Corp(CVS)030,217+30,21702,0470.76%+2,047
RTX Corporation(RTX)043,029+43,02905,7002.12%+5,700
Chevron Corporation(CVX)26,35526,618+2633,8174,4531.65%+636
PepsiCo Inc.(PEP)2,3986,600+4,2023659900.37%+625
Lilly Eli & Co(LLY)011,517+11,51709,5123.53%+9,512
Johnson & Johnson(JNJ)026,004+26,00404,3131.60%+4,313
Verizon Communications(VZ)083,284+83,28403,7781.40%+3,778
Exxon Mobil Corp7,98911,564+3,5758591,3750.51%+516
Deere & Company(DE)11,16311,153-104,7305,2351.94%+505
Coca Cola Co(KO)053,715+53,71503,8471.43%+3,847
Duke Energy Corp(DUK)030,874+30,87403,7661.40%+3,766
Intel Corp(INTC)0118,275+118,27502,6861.00%+2,686
Baxter Intl Inc058,179+58,17901,9910.74%+1,991
Paychex Inc(PAYX)33,21532,770-4454,6575,0561.88%+398
Medtronic Inc(MDT)036,910+36,91003,3171.23%+3,317
Bristol Myers Squibb Co(BMY)67,36768,747+1,3803,8104,1931.56%+383
3M Co(MMM)020,448+20,44803,0031.12%+3,003
Verisign Inc7,5347,53401,5591,9130.71%+353
Allstate Corp(ALL)15,51816,035+5172,9923,3201.23%+329
Waste Management Inc Del(WM)11,67711,577-1002,3562,6801.00%+324
PTC Inc(PTC)02,084+2,08403230.12%+323
Exelon Corporation(EXC)31,54231,942+4001,1871,4720.55%+285
Freeport-McMoRan Inc(FCX)035,170+35,17001,3320.49%+1,332
Schlumberger Ltd(SLB)42,31645,516+3,2001,6221,9030.71%+280
Chubb Corp
COM
10,21910,244+252,8243,0941.15%+270
ConocoPhillips(COP)038,057+38,05703,9971.48%+3,997
PPL Corp(PPL)71,81671,916+1002,3312,5970.96%+266
Qualcomm Inc(QCOM)2,3094,009+1,7003556160.23%+261
Southern Co(SO)026,271+26,27102,4160.90%+2,416
Phillips 66(PSX)020,417+20,41702,5210.94%+2,521
American Elec Power5,1306,600+1,4704737210.27%+248
Fiserv Inc(FISV)16,00316,00303,2873,5341.31%+247
Archer Daniels Midland Co14,52520,375+5,8507349780.36%+244
TotalEnergies SE(TTE)7,1669,800+2,6343916340.24%+243
Cisco Sys Inc(CSCO)77,97478,509+5354,6164,8451.80%+229
Mastercard Incorporated(MA)0383+38302100.08%+210
HSBC Hldgs PLC(HSBC)03,650+3,65002100.08%+210
GE Aerospace(GE)06,272+6,27201,2550.47%+1,255
Hershey Foods Corp(HSY)013,511+13,51102,3110.86%+2,311
UGI Corp New(UGI)35,17435,924+7509931,1880.44%+195
Enbridge Inc(ENB)79,34180,034+6933,3663,5461.32%+180
Berkshire Hathaway Inc. Cl B2,2262,22601,0091,1860.44%+177
Fifth Third Bancorp(FITB)30,00036,600+6,6001,2681,4350.53%+166
JP Morgan Chase & Co(JPM)29,47629,479+37,0667,2312.69%+166
Kimberly Clark Corp(KMB)3,8334,633+8005026590.24%+157
Corteva Inc(CTVA)26,37426,354-201,5021,6580.62%+156
Weyerhaeuser Co(WY)073,650+73,65002,1560.80%+2,156
Genuine Parts Co(GPC)028,811+28,81103,4331.27%+3,433
Comcast Corp New(CCZ)56,38660,886+4,5002,1162,2470.83%+131
GE Vernova Inc(GEV)1,7272,281+5545686960.26%+128
AbbVie Inc(ABBV)3,5003,50006227330.27%+111
BP PLC(BP)25,40725,40707518590.32%+107
GE HealthCare Technologies Inc(GEHC)15,78216,522+7401,2341,3330.50%+100
NXP Semiconductors N V
COM
4,0464,894+8488419300.35%+89
MetLife Inc(MET)35,48337,203+1,7202,9052,9871.11%+82
ConAgra Brands Inc(CAG)30,74535,045+4,3008539350.35%+81
Abbott Labs3,9053,90504425180.19%+76
Wells Fargo & Co New(WFC)42,79642,79603,0063,0721.14%+66
McCormick & Co Inc(MKC)10,55010,55008048680.32%+64
Ford Mtr Co Del(F)122,880126,810+3,9301,2171,2720.47%+55
Valero Energy Corp New(VLO)5,5005,50006747260.27%+52
Eastman Chem Co(EMN)2,7763,465+6892543050.11%+52
Block H&R Inc023,233+23,23301,2760.47%+1,276
Solventum Corp(SOLV)4,1684,156-122753160.12%+41
CenterPoint Energy Inc(CNP)8,6008,60002733120.12%+39
Novartis AG(NVS)2,3752,37502312650.10%+34
Procter & Gamble Co(PG)12,14212,14202,0362,0690.77%+34
Texas Instrs Inc(TXN)3,3703,700+3306326650.25%+33
Public Svc Enter Grp(PEG)4,0254,525+5003403720.14%+32
Devon Energy Corp New(DVN)6,8336,83302242560.09%+32
Stanley Black & Decker Inc(SWK)5,9506,575+6254785050.19%+28
Charter Communications Inc(CHTR)1,2341,205-294234440.16%+21
Air Products & Chem5,2155,199-161,5131,5330.57%+21
Amcor PLC(AMCR)67,63067,63006366560.24%+20
Kraft Heinz Company(KHC)23,94024,740+8007357530.28%+18
Aflac Inc(AFL)2,1202,12002192360.09%+16
Automatic Data Processing Inc2,5432,487-567447600.28%+15
TC Energy Corp(TRP)20,60020,60009599730.36%+14
Norfolk Southern Corp(NSC)2,4622,46205785830.22%+5
DuPont De Nemours Inc(DD)028,799+28,79902,1510.80%+2,151
Crane Company(CR)1,8131,81302752780.10%+3
Warner Brothers Discovery Inc(WBD)10,23510,070-1651081080.04%-0
NextEra Energy Inc(NEE)6,4686,46804644590.17%-5
Sonoco Products Co(SON)32,35833,258+9001,5811,5710.58%-10
Moodys Corp(MCO)1,4001,40006636520.24%-11
Selective Insurance Group Inc(SIGI)5,4745,47405125010.19%-11
Illinois Tool Wks Inc(ITW)2,4902,49006316180.23%-14
SPDR Bloomberg Barclays 1-3 Mt
ST STR BLO 1 ETF
3,2163,046-1702942790.10%-15
Waters Corp(WAT)7,7507,75002,8752,8561.06%-19
Halliburton Co(HAL)56,68659,985+3,2991,5411,5220.57%-19
Ingersoll Rand Inc(IR)2,6472,64702392120.08%-28
Corning Inc(GLW)13,36913,269-1006356070.23%-28
Flowers Foods Inc(FLO)67,11871,018+3,9001,3871,3500.50%-37
Newell Brands(NWL)11,60011,6000116720.03%-44
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