Fund Holdings — Argyle Capital Management, LLC

Total Portfolio Value
$307.72M
Total Bought
$10.66M
Total Sold
$22.20M
Net Transaction
-$11.54M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ConocoPhillips(COP)37,57737,114-4633,5184,8991.59%+1,381
Chevron Corporation(CVX)26,75826,358-4004,0785,4531.77%+1,375
Dow Inc(DOW)74,15874,258+1001,7343,0931.01%+1,359
Phillips 66(PSX)20,86720,86702,6933,8021.24%+1,109
Deere & Company(DE)10,85310,703-1505,0536,0291.96%+976
Caterpillar Inc Del(CAT)11,20410,359-8456,4187,3392.38%+921
Johnson & Johnson(JNJ)25,90425,649-2555,3616,2702.04%+909
Merck & Co Inc(MRK)63,51662,816-7006,6867,5562.46%+870
Intel Corp(INTC)117,905117,275-6304,3515,1751.68%+825
Verizon Communications(VZ)84,60484,148-4563,4464,2241.37%+778
Dell Technologies Inc(DELL)19,89619,89602,5053,2661.06%+761
Halliburton Co(HAL)68,58568,58501,9382,6740.87%+736
Pfizer Inc(PFE)145,926151,876+5,9503,6344,2651.39%+631
SLB Limited(SLB)46,61646,61601,7892,3960.78%+606
AT&T Inc(T)153,749152,445-1,3043,8194,4191.44%+600
Exxon Mobil Corp11,56411,56401,3921,9620.64%+570
Corning Inc(GLW)12,86912,319-5501,1271,6750.54%+548
Qnity Electronics Inc14,58714,687+1001,1911,6950.55%+504
GE Vernova Inc(GEV)2,2812,28101,4911,9910.65%+500
Amgen Inc(AMGN)19,37119,37106,3406,8162.21%+475
Valero Energy Corp New(VLO)5,5005,50008951,3590.44%+464
Enbridge Inc(ENB)78,66677,759-9073,7634,2101.37%+447
Bristol Myers Squibb Co(BMY)71,96271,227-7353,8824,3201.40%+438
Corteva Inc(CTVA)25,92725,92701,7382,1700.71%+432
DuPont De Nemours Inc(DD)29,19634,172+4,9761,1741,5650.51%+391
Duke Energy Corp(DUK)31,03430,684-3503,6374,0181.31%+380
RTX Corporation(RTX)41,50141,303-1987,6117,9672.59%+356
Chemours Co(CC)26,68229,632+2,9503156530.21%+338
Sonoco Products Co(SON)32,95832,758-2001,4381,7720.58%+334
Archer Daniels Midland Co21,02521,175+1501,2091,5390.50%+330
Hershey Foods Corp(HSY)13,51113,411-1002,4592,7880.91%+329
Air Products & Chem7,2997,29901,8032,1200.69%+317
BP PLC(BP)25,40725,40708821,1940.39%+312
Eastman Chem Co(EMN)4,4657,800+3,3352855950.19%+310
McKesson Corp(MCK)10,67410,474-2008,7569,0642.95%+308
TotalEnergies SE(TTE)11,40011,40007461,0370.34%+291
Imperial Oil Ltd(IMO)02,200+2,20002880.09%+288
Freeport-McMoRan Inc(FCX)35,67035,67001,8122,0970.68%+285
Coca Cola Co(KO)52,02051,120-9003,6373,8881.26%+251
Southern Co(SO)26,27126,221-502,2912,5310.82%+240
PPL Corp(PPL)71,51671,51602,5042,7320.89%+227
Amcor PLC(AMCR)67,63019,672-47,9585647820.25%+218
Tutor Perini Corp(TPC)02,700+2,70002080.07%+208
Labcorp Holdings Inc0776+77602070.07%+207
Exelon Corporation(EXC)37,54237,392-1501,6361,8330.60%+197
Devon Energy Corp New(DVN)8,3339,433+1,1003054750.15%+169
Weyerhaeuser Co(WY)73,50077,300+3,8001,7411,8880.61%+147
Kimberly Clark Corp(KMB)5,5837,308+1,7255637050.23%+142
Waste Management Inc Del(WM)11,32711,32702,4892,6030.85%+114
TC Energy Corp(TRP)20,40019,700-7001,1221,2330.40%+111
American Elec Power6,6006,60007618650.28%+104
Motorola Solutions Inc(MSI)1,6991,69906517370.24%+86
Trane Technolgies PLC(TT)3,0003,00001,1681,2500.41%+83
NextEra Energy Inc(NEE)6,4686,46805196010.20%+81
Texas Instrs Inc(TXN)3,7003,70006427180.23%+76
PepsiCo Inc(PEP)5,7505,75008258930.29%+68
nVent Electric Plc(NVT)3,9323,93204014650.15%+64
Kennametal Inc(KMT)7,5007,50002132710.09%+58
Comcast Corp New(CCZ)61,18665,666+4,4801,8291,8850.61%+56
Grainger W W Inc(GWW)66566506717250.24%+54
Cisco Sys Inc(CSCO)77,75677,75605,9906,0331.96%+44
CenterPoint Energy Inc(CNP)8,6008,60003303710.12%+41
Ameriserv Finl Inc(ASRV)94,86594,86503033430.11%+41
Verisign Inc7,4347,43401,8061,8460.60%+40
Novartis AG(NVS)2,3752,37503273630.12%+35
Illinois Tool Wks Inc(ITW)2,4902,49006136480.21%+35
Magna Intl Inc(MGA)12,60012,60006727030.23%+32
Chubb Corp
COM
10,49810,137-3613,2773,3041.07%+27
Taiwan Semiconductr Mfg L(TSM)75375302292540.08%+26
United Parcel Service Inc(UPS)27,50527,930+4252,7282,7480.89%+20
Pulte Group Inc(PHM)39,99139,99104,6894,7031.53%+14
HSBC Hldgs PLC(HSBC)3,6503,65002873010.10%+14
Procter & Gamble Co(PG)12,14212,14201,7401,7540.57%+14
Charter Communications Inc(CHTR)1,1571,15702422500.08%+8
Public Svc Enter Grp(PEG)5,2505,25004224250.14%+3
Ingersoll Rand Inc(IR)2,6472,64702102120.07%+2
Aflac Inc(AFL)2,1202,12002342330.08%-1
Norfolk Southern Corp(NSC)2,4622,46207117070.23%-4
Lamb Weston Holdings Inc(LW)7,6087,375-2333193120.10%-7
Newell Brands(NWL)11,60010,500-1,10043360.01%-7
Fifth Third Bancorp(FITB)41,90041,90001,9611,9470.63%-15
PNC Finl Svcs Group Inc(PNC)34,42534,450+257,1867,1692.33%-17
Teva Pharm Inds Ltd(TEVA)16,20016,20005064880.16%-18
Stanley Black & Decker Inc(SWK)6,6756,67504964740.15%-21
Alphabet Inc(GOOG)84684602652430.08%-23
Crane Company(CR)1,8131,81303343100.10%-24
Warner Brothers Discovery(WBD)9,7079,271-4362802550.08%-25
UGI Corp New(UGI)36,87437,024+1501,3801,3480.44%-32
Hewlett Packard Enterprises(HPE)156,693156,69303,7643,7311.21%-33
AbbVie Inc(ABBV)3,4503,45007887500.24%-38
Amazon Com Inc(AMZN)1,7391,73904013620.12%-39
Emerson Elec Co(EMR)33,82433,924+1004,4894,4451.44%-44
Selective Insurance Group(SIGI)5,4745,47404584130.13%-45
Kraft Heinz Company(KHC)26,69026,69006476000.20%-47
PTC Inc(PTC)1,5511,55102702210.07%-49
Berkshire Hathaway Inc2,2262,22601,1191,0670.35%-52
Solventum Corp(SOLV)3,6263,539-872872310.08%-56
Pentair Inc(PNR)3,7663,76603923280.11%-64
Truist Finl Corp(TFC)49,61651,616+2,0002,4422,3730.77%-69
ConAgra Brands Inc(CAG)38,24537,545-7006625900.19%-72
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Argyle Capital Management, LLC — 13F Holdings — Q1 2026 | TickerTrail