Argyle Capital Management, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Lilly Eli & Co | 0 | 11,077 | +11,077 | 0 | 11,904,230 | +11,904,230 |
| Merck & Co Inc | 0 | 63,516 | +63,516 | 0 | 6,685,694 | +6,685,694 |
| Qnity Electronics Inc | 0 | 14,587 | +14,587 | 0 | 1,191,029 | +1,191,029 |
| General Mtrs Corp | 0 | 55,419 | +55,419 | 0 | 4,506,673 | +4,506,673 |
| Caterpillar Inc Del | 0 | 11,204 | +11,204 | 0 | 6,418,435 | +6,418,435 |
| Amgen Inc | 0 | 19,371 | +19,371 | 0 | 6,340,322 | +6,340,322 |
| Bristol Myers Squibb Co | 0 | 71,962 | +71,962 | 0 | 3,881,656 | +3,881,656 |
| Cisco Sys Inc | 0 | 77,756 | +77,756 | 0 | 5,989,545 | +5,989,545 |
| RTX Corporation | 0 | 41,501 | +41,501 | 0 | 7,611,283 | +7,611,283 |
| Waters Corp | 0 | 7,550 | +7,550 | 0 | 2,867,717 | +2,867,717 |
| Johnson & Johnson | 0 | 25,904 | +25,904 | 0 | 5,360,833 | +5,360,833 |
| McKesson Corp | 0 | 10,674 | +10,674 | 0 | 8,755,775 | +8,755,775 |
| Chubb Corp | 0 | 10,498 | +10,498 | 0 | 3,276,636 | +3,276,636 |
| United Parcel Service Inc | 0 | 27,505 | +27,505 | 0 | 2,728,221 | +2,728,221 |
| Freeport-McMoRan Inc | 0 | 35,670 | +35,670 | 0 | 1,811,679 | +1,811,679 |
| Halliburton Co | 0 | 68,585 | +68,585 | 0 | 1,938,212 | +1,938,212 |
| Wells Fargo & Co New | 0 | 41,873 | +41,873 | 0 | 3,902,564 | +3,902,564 |
| Intel Corp | 0 | 117,905 | +117,905 | 0 | 4,350,695 | +4,350,695 |
| Air Products & Chem | 0 | 7,299 | +7,299 | 0 | 1,802,999 | +1,802,999 |
| GE HealthCare Technologie | 0 | 22,372 | +22,372 | 0 | 1,834,951 | +1,834,951 |
| Dow Inc | 0 | 74,158 | +74,158 | 0 | 1,733,814 | +1,733,814 |
| International Business Ma | 0 | 23,535 | +23,535 | 0 | 6,971,302 | +6,971,302 |
| Chemours Co | 0 | 26,682 | +26,682 | 0 | 314,581 | +314,581 |
| Bank of America Corp | 0 | 92,142 | +92,142 | 0 | 5,067,810 | +5,067,810 |
| PNC Finl Svcs Group Inc | 0 | 34,425 | +34,425 | 0 | 7,185,530 | +7,185,530 |
| DXC Technology Co | 0 | 54,967 | +54,967 | 0 | 805,267 | +805,267 |
| Fifth Third Bancorp | 0 | 41,900 | +41,900 | 0 | 1,961,339 | +1,961,339 |
| Markel Group Inc | 0 | 100 | +100 | 0 | 214,965 | +214,965 |
| Kennametal Inc | 0 | 7,500 | +7,500 | 0 | 213,075 | +213,075 |
| SLB Limited | 0 | 46,616 | +46,616 | 0 | 1,789,122 | +1,789,122 |
| Truist Finl Corp | 0 | 49,616 | +49,616 | 0 | 2,441,603 | +2,441,603 |
| Teva Pharm Inds Ltd | 0 | 16,200 | +16,200 | 0 | 505,602 | +505,602 |
| Coca Cola Co | 0 | 52,020 | +52,020 | 0 | 3,636,718 | +3,636,718 |
| TotalEnergies SE | 0 | 11,400 | +11,400 | 0 | 745,788 | +745,788 |
| UGI Corp New | 0 | 36,874 | +36,874 | 0 | 1,380,194 | +1,380,194 |
| JP Morgan Chase & Co | 0 | 29,554 | +29,554 | 0 | 9,522,890 | +9,522,890 |
| Ford Mtr Co Del | 0 | 123,410 | +123,410 | 0 | 1,619,139 | +1,619,139 |
| Constellation Energy Corp | 0 | 7,019 | +7,019 | 0 | 2,479,602 | +2,479,602 |
| Exelon Corporation | 0 | 37,542 | +37,542 | 0 | 1,636,456 | +1,636,456 |
| Shift4 Pmts Inc | 0 | 19,250 | +19,250 | 0 | 1,212,173 | +1,212,173 |
| CVS Health Corp | 0 | 30,417 | +30,417 | 0 | 2,413,893 | +2,413,893 |
| Pfizer Inc | 0 | 145,926 | +145,926 | 0 | 3,633,557 | +3,633,557 |
| 3M Co | 0 | 20,048 | +20,048 | 0 | 3,209,685 | +3,209,685 |
| Deere & Company | 0 | 10,853 | +10,853 | 0 | 5,052,831 | +5,052,831 |
| GE Vernova Inc | 0 | 2,281 | +2,281 | 0 | 1,490,793 | +1,490,793 |
| Exxon Mobil Corp | 0 | 11,564 | +11,564 | 0 | 1,391,612 | +1,391,612 |
| Broadcom Inc | 0 | 5,358 | +5,358 | 0 | 1,854,404 | +1,854,404 |
| Warner Brothers Discovery | 0 | 9,707 | +9,707 | 0 | 279,756 | +279,756 |
| Apple Inc | 0 | 4,745 | +4,745 | 0 | 1,289,976 | +1,289,976 |
| Magna Intl Inc | 0 | 12,600 | +12,600 | 0 | 671,580 | +671,580 |
| Corning Inc | 0 | 12,869 | +12,869 | 0 | 1,126,810 | +1,126,810 |
| Devon Energy Corp New | 0 | 8,333 | +8,333 | 0 | 305,238 | +305,238 |
| Alphabet Inc | 0 | 846 | +846 | 0 | 265,475 | +265,475 |
| Emerson Elec Co | 0 | 33,824 | +33,824 | 0 | 4,489,121 | +4,489,121 |
| Medtronic Inc | 0 | 37,260 | +37,260 | 0 | 3,579,196 | +3,579,196 |
| Moodys Corp | 0 | 1,400 | +1,400 | 0 | 715,190 | +715,190 |
| GE Aerospace | 0 | 6,272 | +6,272 | 0 | 1,931,964 | +1,931,964 |
| Grainger W W Inc | 0 | 665 | +665 | 0 | 671,018 | +671,018 |
| Sonoco Products Co | 0 | 32,958 | +32,958 | 0 | 1,438,287 | +1,438,287 |
| NextEra Energy Inc | 0 | 6,468 | +6,468 | 0 | 519,251 | +519,251 |
| HSBC Hldgs PLC | 0 | 3,650 | +3,650 | 0 | 287,146 | +287,146 |
| Ameriserv Finl Inc | 0 | 94,865 | +94,865 | 0 | 302,619 | +302,619 |
| Novartis AG | 0 | 2,375 | +2,375 | 0 | 327,441 | +327,441 |
| Qualcomm Inc | 0 | 4,209 | +4,209 | 0 | 719,949 | +719,949 |
| Amazon Com Inc | 0 | 1,739 | +1,739 | 0 | 401,396 | +401,396 |
| NXP Semiconductors N V | 0 | 5,649 | +5,649 | 0 | 1,226,172 | +1,226,172 |
| American Elec Power | 0 | 6,600 | +6,600 | 0 | 761,046 | +761,046 |
| Taiwan Semiconductr Mfg L | 0 | 753 | +753 | 0 | 228,829 | +228,829 |
| Selective Insurance Group | 0 | 5,474 | +5,474 | 0 | 458,010 | +458,010 |
| Solventum Corp | 0 | 3,626 | +3,626 | 0 | 287,324 | +287,324 |
| nVent Electric Plc | 0 | 3,932 | +3,932 | 0 | 400,946 | +400,946 |
| McCormick & Co Inc | 0 | 10,550 | +10,550 | 0 | 718,561 | +718,561 |
| TC Energy Corp | 0 | 20,400 | +20,400 | 0 | 1,122,204 | +1,122,204 |
| Amcor PLC | 0 | 67,630 | +67,630 | 0 | 564,034 | +564,034 |
| MetLife Inc | 0 | 39,395 | +39,395 | 0 | 3,109,841 | +3,109,841 |
| BP PLC | 0 | 25,407 | +25,407 | 0 | 882,385 | +882,385 |
| Eastman Chem Co | 0 | 4,465 | +4,465 | 0 | 285,001 | +285,001 |
| Mastercard Incorporated | 0 | 383 | +383 | 0 | 218,647 | +218,647 |
| Crane Company | 0 | 1,813 | +1,813 | 0 | 334,372 | +334,372 |
| Berkshire Hathaway Inc. C | 0 | 2,226 | +2,226 | 0 | 1,118,899 | +1,118,899 |
| Stanley Black & Decker In | 0 | 6,675 | +6,675 | 0 | 495,819 | +495,819 |
| Aflac Inc | 0 | 2,120 | +2,120 | 0 | 233,772 | +233,772 |
| Chevron Corporation | 0 | 26,758 | +26,758 | 0 | 4,078,187 | +4,078,187 |
| CenterPoint Energy Inc | 0 | 8,600 | +8,600 | 0 | 329,724 | +329,724 |
| Ingersoll Rand Inc | 0 | 2,647 | +2,647 | 0 | 209,695 | +209,695 |
| AbbVie Inc | 0 | 3,450 | +3,450 | 0 | 788,291 | +788,291 |
| Waste Management Inc Del | 0 | 11,327 | +11,327 | 0 | 2,488,655 | +2,488,655 |
| Kimberly Clark Corp | 0 | 5,583 | +5,583 | 0 | 563,269 | +563,269 |
| Corteva Inc | 0 | 25,927 | +25,927 | 0 | 1,737,887 | +1,737,887 |
| Public Svc Enter Grp | 0 | 5,250 | +5,250 | 0 | 421,575 | +421,575 |
| Newell Brands | 0 | 11,600 | +11,600 | 0 | 43,152 | +43,152 |
| Kraft Heinz Company | 0 | 26,690 | +26,690 | 0 | 647,233 | +647,233 |
| Archer Daniels Midland Co | 0 | 21,025 | +21,025 | 0 | 1,208,727 | +1,208,727 |
| Pentair Inc | 0 | 3,766 | +3,766 | 0 | 392,191 | +392,191 |
| Norfolk Southern Corp | 0 | 2,462 | +2,462 | 0 | 710,829 | +710,829 |
| Abbott Labs | 0 | 3,905 | +3,905 | 0 | 489,257 | +489,257 |
| Illinois Tool Wks Inc | 0 | 2,490 | +2,490 | 0 | 613,287 | +613,287 |
| Texas Instrs Inc | 0 | 3,700 | +3,700 | 0 | 641,913 | +641,913 |
| ConAgra Brands Inc | 0 | 38,245 | +38,245 | 0 | 662,021 | +662,021 |
| ConocoPhillips | 0 | 37,577 | +37,577 | 0 | 3,517,583 | +3,517,583 |