Fund HoldingsArgyle Capital Management, LLC

Total Portfolio Value
$243.01M
Total Bought
$7.57M
Total Sold
$21.21M
Net Transaction
-$13.64M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
GE Aerospace(GE)06,219+6,21909890.41%+989
Berkshire Hathaway Inc Del02,100+2,10008540.35%+854
Lilly Eli & Co(LLY)14,03312,628-1,40510,91711,4334.70%+516
Archer Daniels Midland Co07,273+7,27304400.18%+440
Pepsico Inc(PEP)02,398+2,39803960.16%+396
American Elec Pwr Co Inc04,300+4,30003770.16%+377
Kraft Heinz Co(KHC)011,500+11,50003710.15%+371
SPDR Bloomberg Barclays 1-3 Mt
ST STR BLO 1 ETF
03,690+3,69003390.14%+339
GE Vernova Inc(GEV)01,541+1,54102640.11%+264
Dell Technologies Inc(DELL)10,61010,61001,2111,4630.60%+253
Solventum Corp(SOLV)04,716+4,71602490.10%+249
Pfizer Inc(PFE)124,846132,571+7,7253,4643,7091.53%+245
AT&T Inc(T)157,042155,499-1,5432,7642,9721.22%+208
Apple Inc(AAPL)04,536+4,53609550.39%+955
Block H&R Inc27,30027,30001,3411,4800.61%+140
NVIDIA Corporation(NVDA)3503,500+3,1503164320.18%+116
BP PLC(BP)18,44122,407+3,9666958090.33%+114
Broadcom Inc(AVGO)643597-468529590.39%+106
TotalEnergies SE(TTE)6,3007,900+1,6004345270.22%+93
Trane Technolgies PLC(TT)3,0003,00009019870.41%+86
Constellation Energy Corp(CEG)7,6547,488-1661,4151,5000.62%+85
Air Products & Chem05,215+5,21501,3460.55%+1,346
GE HealthCare Technologies Inc(GEHC)9,09611,627+2,5318279060.37%+79
Southern Co(SO)30,07128,771-1,3002,1572,2320.92%+74
Hewlett Packard Enterprises Co(HPE)64,67557,675-7,0001,1471,2210.50%+74
TC Energy Corp(TRP)17,95020,850+2,9007227900.33%+69
Cisco Sys Inc(CSCO)71,93376,933+5,0003,5903,6551.50%+65
Ford Mtr Co Del(F)104,067115,300+11,2331,3821,4460.59%+64
Motorola Solutions Inc(MSI)1,7811,78106326880.28%+55
NextEra Energy Inc(NEE)6,4686,46804134580.19%+45
Moodys Corp(MCO)1,4001,40005505890.24%+39
Duke Energy Corp(DUK)032,057+32,05703,2131.32%+3,213
Truist Finl Corp(TFC)44,35045,475+1,1251,7291,7670.73%+38
3M Co(MMM)021,165+21,16502,1630.89%+2,163
Freeport-McMoRan Inc(FCX)18,70018,70008799090.37%+30
Crane Company(CR)2,4002,40003243480.14%+24
Novartis AG(NVS)2,3752,37502302530.10%+23
DuPont De Nemours Inc(DD)30,44629,280-1,1662,3342,3570.97%+22
CenterPoint Energy Inc(CNP)8,6008,60002452660.11%+21
Amcor PLC(AMCR)074,964+74,96407330.30%+733
Amazon Com Inc(AMZN)1,5001,50002712900.12%+19
Teva Pharm Inds Ltd(TEVA)17,60016,200-1,4002482630.11%+15
nVent Electric Plc(NVT)4,6664,66603523570.15%+6
McKesson Corp(MCK)13,87912,759-1,1207,4517,4523.07%+1
PPL Corp(PPL)75,09874,798-3002,0672,0680.85%+1
Charter Communications Inc(CHTR)01,351+1,35104040.17%+404
Devon Energy Corp New(DVN)7,0337,333+3003533480.14%-5
Viatris Inc(VTRS)10,05910,655+5961201130.05%-7
Eastman Chem Co(EMN)3,4003,40003413330.14%-8
International Business Mach(IBM)22,32724,607+2,2804,2644,2561.75%-8
Coca Cola Co(KO)057,153+57,15303,6381.50%+3,638
Verizon Communications(VZ)79,45980,584+1,1253,3343,3231.37%-11
Ingersoll Rand Inc(IR)2,6472,64702512400.10%-11
Fifth Third Bancorp(FITB)31,70031,900+2001,1801,1640.48%-16
Orasure Technologies Inc10,02510,025062430.02%-19
Sonoco Products Co(SON)27,63331,133+3,5001,5981,5790.65%-19
Warner Brothers Discovery Inc(WBD)011,437+11,4370850.04%+85
Amgen Inc(AMGN)019,771+19,77106,1772.54%+6,177
Newell Brands(NWL)13,50013,5000108870.04%-22
Kimberly Clark Corp(KMB)04,383+4,38306060.25%+606
Magna Intl Inc(MGA)7,2008,700+1,5003923650.15%-28
UGI Corp New(UGI)17,37417,37404263980.16%-28
Schlumberger Ltd(SLB)29,78333,950+4,1671,6321,6020.66%-31
Automatic Data Processing Inc3,0103,01007527180.30%-33
Public Svc Enter Grp(PEG)6,3505,225-1,1254243850.16%-39
Pentair Inc(PNR)4,5004,50003843450.14%-39
Corteva Inc(CTVA)26,69527,541+8461,5401,4860.61%-54
Wells Fargo & Co New(WFC)45,69343,593-2,1002,6482,5891.07%-59
Chubb Corp
COM
9,0848,994-902,3542,2940.94%-60
Grainger W W Inc(GWW)68068006926140.25%-78
Selective Insurance Group Inc(SIGI)5,4745,47405985140.21%-84
McCormick & Co Inc(MKC)10,90010,550-3508377480.31%-89
Bank of America Corp106,34399,043-7,3004,0333,9391.62%-94
ConAgra Brands Inc(CAG)027,845+27,84507910.33%+791
Procter & Gamble Co(PG)14,27913,379-9002,3172,2060.91%-110
United Parcel Service Inc(UPS)024,253+24,25303,3191.37%+3,319
Chevron Corporation(CVX)25,42224,850-5724,0103,8871.60%-123
Flowers Foods Inc(FLO)66,01865,018-1,0001,5681,4430.59%-125
Exelon Corporation(EXC)24,15922,442-1,7179087770.32%-131
Verisign Inc08,011+8,01101,4240.59%+1,424
RTX Corporation(RTX)48,42445,719-2,7054,7234,5901.89%-133
General Mtrs Corp(GM)60,91756,467-4,4502,7632,6231.08%-139
PNC Finl Svcs Group Inc(PNC)32,94333,343+4005,3245,1842.13%-139
DXC Technology Co(DXC)39,36136,361-3,0008356940.29%-141
Johnson & Johnson(JNJ)23,79124,776+9853,7633,6211.49%-142
MetLife Inc(MET)35,62535,575-502,6402,4971.03%-143
Comcast Corp New(CCZ)47,07048,370+1,3002,0401,8940.78%-146
HP Inc(HPQ)38,17528,075-10,1001,1549830.40%-170
Valero Energy Corp New(VLO)4,4003,675-7257515760.24%-175
Hershey Foods Corp(HSY)13,09812,898-2002,5482,3710.98%-177
Corning Inc(GLW)21,65013,250-8,4007145150.21%-199
Aflac Inc(AFL)2,3700-2,3702030-203
Enbridge Inc(ENB)84,41879,928-4,4903,0542,8451.17%-210
Exxon Mobil Corp9,5697,839-1,7301,1129020.37%-210
Lamb Weston Holdings Inc(LW)08,441+8,44107100.29%+710
Oracle Corp(ORCL)29,10024,200-4,9003,6553,4171.41%-238
Emerson Elec Co(EMR)33,84932,649-1,2003,8393,5971.48%-243
Kennametal Inc(KMT)10,5670-10,5672640-264
Illinois Tool Wks Inc(ITW)3,7403,040-7001,0047200.30%-283
Fiserv Inc(FISV)18,18817,488-7002,9072,6061.07%-300
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