Fund Holdings

Argyle Capital Partners, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR020,240+20,24001,620,2131.17%+1,620,213
NETFLIX INC.(NFLX)9,10016,700+7,600853,2161,605,7051.16%+752,489
KIMBERLY-CLARK CORP(KMB)06,602+6,6020636,8950.46%+636,895
BLACKSTONE INC(BX)04,560+4,5600524,3540.38%+524,354
PIMCO ETF TR
MULTISECTOR BD
018,016+18,0160472,0190.34%+472,019
SELECT SECTOR SPDR TR
ST STR UTIL ETF
11,06219,608+8,546472,228899,7960.65%+427,568
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
07,459+7,4590393,6860.28%+393,686
AUTOMATIC DATA PROCESSING IN8032,868+2,065206,556582,7200.42%+376,164
ONEOK INC NEW(OKE)19,07719,413+3361,402,1221,754,7511.26%+352,629
D R HORTON INC(DHI)02,250+2,2500308,7450.22%+308,745
ISHARES TR5,9297,534+1,605836,7491,140,7140.82%+303,965
ISHARES TR9,56814,558+4,990523,438826,7200.60%+303,282
KB HOME(KBH)05,750+5,7500297,5630.21%+297,563
UNITED PARCEL SVCS INC(UPS)02,883+2,8830283,6300.20%+283,630
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
38,40849,098+10,6901,060,8291,336,9390.96%+276,110
ISHARES TR57,41459,482+2,0682,264,9842,531,5141.82%+266,530
SELECT SECTOR SPDR TR
ST STR ENERG ETF
15,16015,251+91677,787934,2750.67%+256,488
KINDER MORGAN INC DEL(KMI)07,379+7,3790247,4180.18%+247,418
ENTERPRISE PRODS PARTNERS L(EPD)53,78751,728-2,0591,724,3971,957,3811.41%+232,984
JPMORGAN CHASE FINL CO LLC(JPM)73,85570,604-3,2512,208,9962,440,7811.76%+231,785
VANGUARD TAX-MANAGED FDS10,57113,659+3,088660,370875,2690.63%+214,899
CHEVRON CORPORATION(CVX)7,5236,579-9441,146,5361,361,1600.98%+214,624
SPROTT ASSET MANAGEMENT LP(PHYS)06,000+6,0000212,6400.15%+212,640
ABRDN SILVER ETF TRUST02,834+2,8340202,9430.15%+202,943
WISDOMTREE TR(WT)01,277+1,2770202,5070.15%+202,507
ISHARES TR
ESG AW MSCI EAFE
02,107+2,1070201,4710.15%+201,471
PHILLIPS 66(PSX)4,2474,072-175548,033741,8370.53%+193,804
WILLIAMS COS INC(WMB)24,64122,893-1,7481,481,1441,666,1171.20%+184,973
STARWOOD PPTY TR INC(STWD)010,500+10,5000180,8100.13%+180,810
FIRST TR EXCHANGE-TRADED FD
SHS
27,90630,635+2,7291,285,8981,440,7591.04%+154,861
ENERGY TRANSFER L P(ET)73,36870,038-3,3301,209,8321,351,7430.97%+141,911
VERIZON COMMUNICATIONS INC(VZ)7,0608,416+1,356287,548422,4770.30%+134,929
CORTEVA INC(CTVA)7,5877,5870508,557635,1080.46%+126,551
ALTRIA GROUP INC(MO)9,56610,276+710551,588678,1270.49%+126,539
MPLX LP(MPLX)26,66227,077+4151,422,9651,545,2761.11%+122,311
EXXON MOBIL CORP6,1045,029-1,075734,546853,1680.61%+118,622
EOG RES INC(EOG)5,3444,701-643561,194679,5930.49%+118,399
OSHKOSH CORP(OSK)5,3035,3030666,216780,6550.56%+114,439
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
39,87643,715+3,8391,516,4881,606,9721.16%+90,484
NEXTERA ENERGY INC(NEE)9,1228,850-272732,314821,9880.59%+89,674
ETFS GOLD TR(SGOL)14,09514,815+720579,023661,0450.48%+82,022
COSTCO WHOLESALE CORPORATION(COST)952902-50820,802898,5990.65%+77,797
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
7,9869,633+1,647375,995452,2930.33%+76,298
NUSHARES ETF TR
NUVEEN ESG INTL
10,16812,241+2,073368,183442,0230.32%+73,840
ISHARES INC
MSCI GBL ETF NEW
9,83810,173+335505,083575,6900.41%+70,607
DEERE & CO(DE)1,5811,426-155735,929803,3380.58%+67,409
JOHNSON CONTROLS INTERNATION
SHS
5,9655,9650714,309781,1170.56%+66,808
NOVARTIS AG(NVS)4,0614,094+33559,890625,3590.45%+65,469
ALPHABET INC(GOOG)3,6564,222+5661,147,3071,211,1970.87%+63,890
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
7,8349,221+1,387304,664367,0880.26%+62,424
PFIZER INC(PFE)13,90414,510+606346,220407,4400.29%+61,220
VANECK ETF TRUST
SEMICONDUCTR ETF
1,7831,829+46642,261701,3980.51%+59,137
SPDR SERIES TRUST
ST STR R1K LOWV
2,2292,650+421296,871355,5510.26%+58,680
WISDOMTREE TR(WT)5,5926,398+806261,200317,9110.23%+56,711
ISHARES TR
INVT GRAD SY ETF
9,23310,551+1,318421,579475,4280.34%+53,849
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
16,26017,262+1,002930,746978,3850.70%+47,639
PLAINS ALL AMERN PIPELINE L(PAA)17,00015,750-1,250305,320351,6980.25%+46,378
ISHARES TR6,4606,934+474656,719698,3520.50%+41,633
HESS MIDSTREAM LP(HESM)22,56821,046-1,522778,600818,0580.59%+39,458
COCA COLA CO(KO)5,4955,4950384,155417,8950.30%+33,740
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
11,30211,568+266371,723405,3550.29%+33,632
CROWDSTRIKE HLDGS INC(CRWD)1,7342,160+426812,830843,2860.61%+30,456
WESTERN ASSET HIGH INCOM FD38,54847,933+9,385160,360190,7730.14%+30,413
PARKER-HANNIFIN CORP(PH)1,5901,59001,397,5461,423,4321.03%+25,886
RTX CORPORATION(RTX)3,6663,618-48672,414697,8870.50%+25,473
ISHARES GOLD TR(IAU)3,6273,6270294,404319,7560.23%+25,352
INVESCO EXCH TRADED FD TR II22,83925,239+2,400454,039474,9980.34%+20,959
WILLIAMS SONOMA INC(WSM)5,5245,5240986,5311,007,1910.73%+20,660
UNITED STS COMMODITY INDEX F(CPER)6,1136,803+690213,710234,2270.17%+20,517
AMAZON COM INC(AMZN)12,50913,961+1,4522,887,3272,907,6572.09%+20,330
COLGATE PALMOLIVE CO(CL)3,1313,1310247,412266,8550.19%+19,443
CULLEN FROST BANKERS INC(CFR)1,7301,7300219,070237,1480.17%+18,078
STARBUCKS CORP(SBUX)3,1523,1520265,461282,4270.20%+16,966
CHUBB LTD SWITZ
COM
1,1461,1460357,690373,5160.27%+15,826
NORTHROP GRUMMAN CORP(NOC)1,006863-143573,529588,6250.42%+15,096
AMGEN INC(AMGN)4,8964,597-2991,602,5131,617,4231.16%+14,910
WASTE MGMT INC DEL(WM)1,4631,4630321,436336,1830.24%+14,747
VANGUARD INTL EQUITY INDEX F8,3098,293-16611,190622,7720.45%+11,582
VANGUARD ADMIRAL FDS INC2,1162,210+94213,737225,3100.16%+11,573
MICROCHIP TECHNOLOGY INC.(MCHP)10,01210,0120637,965646,8750.47%+8,910
THERMO FISHER SCIENTIFIC INC(TMO)526637+111304,919312,9000.23%+7,981
AT&T INC(T)8,8907,853-1,037220,828227,6580.16%+6,830
SLB LIMITED(SLB)17,77613,403-4,373682,228688,7590.50%+6,531
ISHARES TR1,9551,956+1481,349485,1250.35%+3,776
NUSHARES ETF TR
NUVEEN ESG LRGVL
5,1645,1640232,638234,9620.17%+2,324
ALLIANCEBERNSTEIN GLOBAL HIG
COM
15,35716,357+1,000164,166166,3510.12%+2,185
SIMON PPTY GROUP INC NEW(SPG)1,1071,1070204,917206,4890.15%+1,572
FIRST TR EXCH TRADED FD III69,92571,765+1,8401,274,0161,273,8420.92%-174
FIRST TR EXCH TRADED FD III
CALIF MUN INCM
5,0515,0510249,050246,9430.18%-2,107
BONDBLOXX ETF TRUST
BLOO TWEN US ETF
9,0969,0960344,193341,9190.25%-2,274
ISHARES TR
A RATE CP BD ETF
4,6534,6530223,763221,4360.16%-2,327
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
6,5476,5470302,602300,2450.22%-2,357
ISHARES TR21,59120,854-7372,594,8062,592,2831.87%-2,523
SPDR SERIES TRUST
ST STR SP1500VT
1,6091,563-46338,917336,0080.24%-2,909
NUSHARES ETF TR
NUVEEN ESG SMLCP
5,1405,004-136229,501225,4800.16%-4,021
VANGUARD INTL EQUITY INDEX F3,9663,973+7331,594327,5040.24%-4,090
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
5,8346,010+176339,072333,6750.24%-5,397
VANGUARD CALIF TAX FREE FDS5,0005,0000501,300495,4000.36%-5,900
ISHARES TR2,1592,112-47215,678209,6890.15%-5,989
SPDR SERIES TRUST
ST STR BLO 1 ETF
2,5372,447-90231,848224,2170.16%-7,631
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