Fund HoldingsArgyle Capital Management, LLC

Total Portfolio Value
$253.83M
Total Bought
$21.05M
Total Sold
$3.45M
Net Transaction
+$17.60M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Global Payments Inc(GPN)08,537+8,53709570.38%+957
McKesson Corp(MCK)012,427+12,42707,0822.79%+7,082
NXP Semiconductors N V
COM
04,046+4,04608410.33%+841
JP Morgan Chase & Co(JPM)29,55629,476-806,2327,0662.78%+834
Texas Instrs Inc(TXN)03,370+3,37006320.25%+632
Wells Fargo & Co New(WFC)042,796+42,79603,0061.18%+3,006
General Mtrs Corp(GM)055,769+55,76902,9711.17%+2,971
Emerson Elec Co(EMR)33,09933,649+5503,6204,1701.64%+550
UGI Corp New(UGI)17,77435,174+17,4004459930.39%+548
Dell Technologies Inc(DELL)12,66017,576+4,9161,5012,0250.80%+525
Cisco Sys Inc(CSCO)77,18377,974+7914,1084,6161.82%+508
Fiserv Inc(FISV)15,52316,003+4802,7893,2871.30%+499
Bank of America Corp092,892+92,89204,0831.61%+4,083
Chubb Corp
COM
8,16510,219+2,0542,3552,8241.11%+469
Bristol Myers Squibb Co(BMY)64,81767,367+2,5503,3543,8101.50%+457
Qualcomm Inc(QCOM)02,309+2,30903550.14%+355
Broadcom Inc(AVGO)5,1685,358+1908911,2420.49%+351
PNC Finl Svcs Group Inc(PNC)32,51832,903+3856,0116,3452.50%+334
Exelon Corporation(EXC)21,44231,542+10,1008691,1870.47%+318
Chevron Corporation(CVX)026,355+26,35503,8171.50%+3,817
Paychex Inc(PAYX)32,62533,215+5904,3784,6571.83%+279
Stanley Black & Decker Inc(SWK)2,0005,950+3,9502204780.19%+257
Kraft Heinz Company(KHC)15,00023,940+8,9405277350.29%+209
Mastercard Incorporated(MA)0383+38302020.08%+202
Enbridge Inc(ENB)78,20879,341+1,1333,1763,3661.33%+190
DXC Technology Co(DXC)33,44844,067+10,6196948800.35%+186
Hewlett Packard Enterprises Co(HPE)141,700144,173+2,4732,8993,0781.21%+179
Verisign Inc7,2967,534+2381,3861,5590.61%+173
AT&T Inc(T)147,980150,513+2,5333,2563,4271.35%+172
Schlumberger Ltd(SLB)042,316+42,31601,6220.64%+1,622
Truist Finl Corp(TFC)43,82546,266+2,4411,8742,0070.79%+133
GE Vernova Inc(GEV)1,7331,727-64425680.22%+126
HP Inc(HPQ)31,67538,575+6,9001,1361,2590.50%+123
GE HealthCare Technologies Inc(GEHC)11,94415,782+3,8381,1211,2340.49%+113
Magna Intl Inc(MGA)8,70011,200+2,5003574680.18%+111
MetLife Inc(MET)34,00035,483+1,4832,8042,9051.14%+101
United Parcel Service Inc(UPS)026,428+26,42803,3331.31%+3,333
Waters Corp(WAT)7,7507,75002,7892,8751.13%+86
Allstate Corp(ALL)15,33515,518+1832,9082,9921.18%+83
Apple Inc(AAPL)4,7454,74501,1061,1880.47%+83
Deere & Company(DE)11,17311,163-104,6634,7301.86%+67
Teva Pharm Inds Ltd(TEVA)16,20016,20002923570.14%+65
Amazon Com Inc(AMZN)1,6991,739+403173820.15%+65
Illinois Tool Wks Inc(ITW)02,490+2,49006310.25%+631
BP PLC(BP)025,407+25,40707510.30%+751
Pentair Inc(PNR)3,4003,766+3663323790.15%+47
NVIDIA Corporation(NVDA)3,5003,50004254700.19%+45
Fifth Third Bancorp(FITB)28,60030,000+1,4001,2251,2680.50%+43
Automatic Data Processing Inc2,5472,543-47057440.29%+40
Crane Company(CR)01,813+1,81302750.11%+275
American Elec Power4,3005,130+8304414730.19%+32
Corning Inc(GLW)13,36913,36906046350.25%+32
Comcast Corp New(CCZ)50,03656,386+6,3502,0902,1160.83%+26
Motorola Solutions Inc(MSI)1,7391,73907828040.32%+22
CenterPoint Energy Inc(CNP)8,6008,60002532730.11%+20
nVent Electric Plc(NVT)03,932+3,93202680.11%+268
Lamb Weston Holdings Inc(LW)07,941+7,94105310.21%+531
Warner Brothers Discovery Inc(WBD)11,43710,235-1,202941080.04%+14
Newell Brands(NWL)13,50011,600-1,9001041160.05%+12
Charter Communications Inc(CHTR)1,2701,234-364124230.17%+11
International Business Mach(IBM)23,55723,740+1835,2085,2192.06%+11
Grainger W W Inc(GWW)66566506917010.28%+10
Abbott Labs3,8503,905+554394420.17%+3
Selective Insurance Group Inc(SIGI)5,4745,47405115120.20%+1
Berkshire Hathaway Inc. Cl B2,1902,226+361,0081,0090.40%+1
Moodys Corp(MCO)1,4001,40006646630.26%-2
ConAgra Brands Inc(CAG)26,34530,745+4,4008578530.34%-4
Kimberly Clark Corp(KMB)03,833+3,83305020.20%+502
Ford Mtr Co Del(F)0122,880+122,88001,2170.48%+1,217
Archer Daniels Midland Co12,44814,525+2,0777447340.29%-10
Corteva Inc(CTVA)25,83226,374+5421,5191,5020.59%-16
Procter & Gamble Co(PG)012,142+12,14202,0360.80%+2,036
Aflac Inc(AFL)2,1202,12002372190.09%-18
Public Svc Enter Grp(PEG)4,0254,02503593400.13%-19
Ingersoll Rand Inc(IR)2,6472,64702602390.09%-20
Halliburton Co(HAL)056,686+56,68601,5410.61%+1,541
Eastman Chem Co(EMN)2,4652,776+3112762540.10%-22
TC Energy Corp(TRP)20,70020,600-1009849590.38%-26
PPL Corp(PPL)71,26371,816+5532,3572,3310.92%-26
SPDR Bloomberg Barclays 1-3 Mt
ST STR BLO 1 ETF
3,5253,216-3093242940.12%-30
Solventum Corp(SOLV)4,4124,168-2443082750.11%-32
Norfolk Southern Corp(NSC)2,4622,46206125780.23%-34
Sonoco Products Co(SON)29,55832,358+2,8001,6151,5810.62%-34
Air Products & Chem5,2155,21501,5531,5130.60%-40
Novartis AG(NVS)2,3752,37502732310.09%-42
Orasure Technologies Inc10,0250-10,025430-43
PepsiCo Inc.(PEP)2,3982,39804083650.14%-43
TotalEnergies SE(TTE)07,166+7,16603910.15%+391
Trane Technolgies PLC(TT)3,0003,00001,1661,1080.44%-58
Waste Management Inc Del(WM)011,677+11,67702,3560.93%+2,356
Exxon Mobil Corp7,8397,989+1509198590.34%-60
Devon Energy Corp New(DVN)7,3336,833-5002872240.09%-63
McCormick & Co Inc(MKC)10,55010,55008688040.32%-64
Flowers Foods Inc(FLO)63,01867,118+4,1001,4541,3870.55%-67
Valero Energy Corp New(VLO)5,5005,50007436740.27%-68
AbbVie Inc(ABBV)3,5003,50006916220.25%-69
Oracle Corp(ORCL)23,37123,440+693,9823,9061.54%-76
NextEra Energy Inc(NEE)6,4686,46805474640.18%-83
Amcor PLC(AMCR)63,96467,630+3,6667256360.25%-88
Pfizer Inc(PFE)127,486134,806+7,3203,6893,5761.41%-113
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