Fund HoldingsArgyle Capital Management, LLC

Total Portfolio Value
$251.17M
Total Bought
$8.37M
Total Sold
$17.98M
Net Transaction
-$9.61M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Hewlett Packard Enterprises Co(HPE)57,675141,700+84,0251,2212,8991.15%+1,678
GE Aerospace(GE)06,272+6,27201,1830.47%+1,183
International Business Mach(IBM)24,60723,557-1,0504,2565,2082.07%+952
PNC Finl Svcs Group Inc(PNC)33,34332,518-8255,1846,0112.39%+827
Bristol Myers Squibb Co(BMY)064,817+64,81703,3541.34%+3,354
3M Co(MMM)21,16520,265-9002,1632,7701.10%+607
RTX Corporation(RTX)45,71942,634-3,0854,5905,1662.06%+576
Oracle Corp(ORCL)24,20023,371-8293,4173,9821.59%+565
Caterpillar Inc Del(CAT)011,519+11,51904,5051.79%+4,505
Cisco Sys Inc(CSCO)76,93377,183+2503,6554,1081.64%+453
Waters Corp(WAT)07,750+7,75002,7891.11%+2,789
Baxter Intl Inc053,079+53,07902,0150.80%+2,015
Deere & Company(DE)011,173+11,17304,6631.86%+4,663
Constellation Energy Corp(CEG)7,4887,133-3551,5001,8550.74%+355
Enbridge Inc(ENB)79,92878,208-1,7202,8453,1761.26%+331
MetLife Inc(MET)35,57534,000-1,5752,4972,8041.12%+307
Archer Daniels Midland Co7,27312,448+5,1754407440.30%+304
Freeport-McMoRan Inc(FCX)18,70024,200+5,5009091,2080.48%+299
PPL Corp(PPL)74,79871,263-3,5352,0682,3570.94%+289
Johnson & Johnson(JNJ)24,77624,122-6543,6213,9091.56%+288
AT&T Inc(T)155,499147,980-7,5192,9723,2561.30%+284
Allstate Corp(ALL)015,335+15,33502,9081.16%+2,908
Duke Energy Corp(DUK)32,05730,208-1,8493,2133,4831.39%+270
Aflac Inc(AFL)02,120+2,12002370.09%+237
Stanley Black & Decker Inc(SWK)02,000+2,00002200.09%+220
GE HealthCare Technologies Inc(GEHC)11,62711,944+3179061,1210.45%+215
Air Products & Chem5,2155,21501,3461,5530.62%+207
Medtronic Inc(MDT)034,050+34,05003,0661.22%+3,066
Comcast Corp New(CCZ)48,37050,036+1,6661,8942,0900.83%+196
TC Energy Corp(TRP)20,85020,700-1507909840.39%+194
Coca Cola Co(KO)57,15353,238-3,9153,6383,8261.52%+188
Fiserv Inc(FISV)17,48815,523-1,9652,6062,7891.11%+182
Trane Technolgies PLC(TT)3,0003,00009871,1660.46%+179
GE Vernova Inc(GEV)1,5411,733+1922644420.18%+178
Pulte Group Inc(PHM)041,600+41,60005,9712.38%+5,971
Valero Energy Corp New(VLO)3,6755,500+1,8255767430.30%+167
Paychex Inc(PAYX)032,625+32,62504,3781.74%+4,378
Kraft Heinz Company(KHC)11,50015,000+3,5003715270.21%+156
Verizon Communications(VZ)80,58477,459-3,1253,3233,4791.38%+155
Berkshire Hathaway Inc. Cl B2,1002,190+908541,0080.40%+154
HP Inc(HPQ)28,07531,675+3,6009831,1360.45%+153
Apple Inc(AAPL)4,5364,745+2099551,1060.44%+150
Weyerhaeuser Co(WY)065,121+65,12102,2050.88%+2,205
McCormick & Co Inc(MKC)10,55010,55007488680.35%+120
Dow Inc(DOW)054,960+54,96003,0021.20%+3,002
Truist Finl Corp(TFC)45,47543,825-1,6501,7671,8740.75%+108
Motorola Solutions Inc(MSI)1,7811,739-426887820.31%+94
Exelon Corporation(EXC)22,44221,442-1,0007778690.35%+93
AbbVie Inc(ABBV)03,500+3,50006910.28%+691
Corning Inc(GLW)13,25013,369+1195156040.24%+89
NextEra Energy Inc(NEE)6,4686,46804585470.22%+89
Norfolk Southern Corp(NSC)02,462+2,46206120.24%+612
JP Morgan Chase & Co(JPM)029,556+29,55606,2322.48%+6,232
DuPont De Nemours Inc(DD)29,28027,337-1,9432,3572,4360.97%+79
Grainger W W Inc(GWW)680665-156146910.28%+77
Moodys Corp(MCO)1,4001,40005896640.26%+75
ConAgra Brands Inc(CAG)27,84526,345-1,5007918570.34%+65
American Elec Power4,3004,30003774410.18%+64
Southern Co(SO)28,77125,446-3,3252,2322,2950.91%+63
Fifth Third Bancorp(FITB)31,90028,600-3,3001,1641,2250.49%+61
Chubb Corp
COM
8,9948,165-8292,2942,3550.94%+61
Solventum Corp(SOLV)4,7164,412-3042493080.12%+58
Abbott Labs03,850+3,85004390.17%+439
UGI Corp New(UGI)17,37417,774+4003984450.18%+47
Dell Technologies Inc(DELL)10,61012,660+2,0501,4631,5010.60%+37
CVS Health Corp(CVS)034,402+34,40202,1630.86%+2,163
Sonoco Products Co(SON)31,13329,558-1,5751,5791,6150.64%+36
Corteva Inc(CTVA)27,54125,832-1,7091,4861,5190.60%+33
Teva Pharm Inds Ltd(TEVA)16,20016,20002632920.12%+29
Amazon Com Inc(AMZN)1,5001,699+1992903170.13%+27
Emerson Elec Co(EMR)32,64933,099+4503,5973,6201.44%+23
Hershey Foods Corp(HSY)12,89812,473-4252,3712,3920.95%+21
Novartis AG(NVS)2,3752,37502532730.11%+20
Ingersoll Rand Inc(IR)2,6472,64702402600.10%+19
Newell Brands(NWL)13,50013,5000871040.04%+17
Exxon Mobil Corp7,8397,83909029190.37%+16
PepsiCo Inc.(PEP)2,3982,39803964080.16%+12
Flowers Foods Inc(FLO)65,01863,018-2,0001,4431,4540.58%+10
Warner Brothers Discovery Inc(WBD)11,43711,437085940.04%+9
Charter Communications Inc(CHTR)1,3511,270-814044120.16%+8
Viatris Inc(VTRS)10,65510,217-4381131190.05%+5
Orasure Technologies Inc10,02510,025043430.02%0
DXC Technology Co(DXC)36,36133,448-2,9136946940.28%-0
Selective Insurance Group Inc(SIGI)5,4745,47405145110.20%-3
NVIDIA Corporation(NVDA)3,5003,50004324250.17%-7
Magna Intl Inc(MGA)8,7008,70003653570.14%-7
Amcor PLC(AMCR)74,96463,964-11,0007337250.29%-8
Pentair Inc(PNR)4,5003,400-1,1003453320.13%-13
CenterPoint Energy Inc(CNP)8,6008,60002662530.10%-13
Automatic Data Processing Inc3,0102,547-4637187050.28%-14
SPDR Bloomberg Barclays 1-3 Mt
ST STR BLO 1 ETF
3,6903,525-1653393240.13%-15
Pfizer Inc(PFE)132,571127,486-5,0853,7093,6891.47%-20
Public Svc Enter Grp(PEG)5,2254,025-1,2003853590.14%-26
Verisign Inc8,0117,296-7151,4241,3860.55%-38
Genuine Parts Co(GPC)026,998+26,99803,7711.50%+3,771
Phillips 66(PSX)018,786+18,78602,4690.98%+2,469
Amgen Inc(AMGN)19,77119,001-7706,1776,1222.44%-55
Eastman Chem Co(EMN)3,4002,465-9353332760.11%-57
Devon Energy Corp New(DVN)7,3337,33303482870.11%-61
Broadcom Inc(AVGO)5975,168+4,5719598910.35%-67
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