Fund Holdings — Argyle Capital Partners, LLC

Total Portfolio Value
$139.47M
Total Bought
$16.07M
Total Sold
$6.61M
Net Transaction
+$9.46M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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JPMORGAN CHASE FINL CO LLC(JPM)070,817+70,81702,0911.50%+2,091
APPLE INC(AAPL)33,75032,917-8336,9248,3826.01%+1,457
ISHARES TR18,01332,584+14,5711,4932,7031.94%+1,211
VANGUARD CALIF TAX FREE FDS05,000+5,00004990.36%+499
ALPHABET INC(GOOG)6,7286,859+1311,1861,6671.20%+482
SCHLUMBERGER LTD(SLB)013,629+13,62904680.34%+468
ABBVIE INC(ABBV)9,5409,474-661,7712,1941.57%+423
ONEOK INC NEW(OKE)16,29123,985+7,6941,3301,7501.25%+420
TESLA INC(TSLA)0907+90704040.29%+404
VANECK ETF TRUST
GOLD MINERS ETF
28,29924,555-3,7441,4731,8761.35%+403
ISHARES TR5,0709,065+3,9955109130.65%+402
SALESFORCE INC(CRM)2,9644,897+1,9338081,1610.83%+352
ISHARES TR05,617+5,61703300.24%+330
FAIR ISAAC CORP(FICO)0210+21003140.23%+314
ISHARES TR27,59229,908+2,3163,0243,3342.39%+309
NVIDIA CORPORATION(NVDA)11,14611,056-901,7612,0631.48%+302
UNITEDHEALTH GROUP INC(UNH)9521,728+7762975970.43%+300
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
05,663+5,66302660.19%+266
SPDR SERIES TRUST
ST STR SP BIOT
25,88424,039-1,8452,1472,4091.73%+262
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,876+1,87602610.19%+261
MICROSOFT CORP(MSFT)9,3479,471+1244,6494,9063.52%+256
SPDR INDEX SHS FDS
ST STR EU 50 ETF
04,111+4,11102550.18%+255
AMERICAN EXPRESS CO(AXP)0765+76502540.18%+254
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
06,667+6,66702490.18%+249
ISHARES TR2,5584,921+2,3632605070.36%+247
ADOBE INC(ADBE)2,5573,501+9449891,2350.89%+246
VANGUARD INDEX FDS01,299+1,29902420.17%+242
ISHARES TR3,8924,652+7606749110.65%+237
ISHARES TR11,65018,785+7,1353575940.43%+237
JOHNSON & JOHNSON(JNJ)01,255+1,25502330.17%+233
ENTERPRISE PRODS PARTNERS L(EPD)47,12754,006+6,8791,4611,6891.21%+227
KINDER MORGAN INC DEL(KMI)07,809+7,80902210.16%+221
INVESCO CALIF VALUE MUN INCO(VCV)21,36441,364+20,0002224380.31%+217
SIMON PPTY GROUP INC NEW(SPG)01,147+1,14702150.15%+215
ISHARES TR02,003+2,00302130.15%+213
SELECT SECTOR SPDR TR
ST STR UTIL ETF
2,6494,923+2,2742164290.31%+213
ISHARES TR8,80111,891+3,0904256350.46%+210
VANGUARD ADMIRAL FDS INC02,044+2,04402060.15%+206
VANGUARD WORLD FD01,709+1,70902020.15%+202
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
36,93539,837+2,9021,3131,5051.08%+191
ISHARES TR8,3017,927-3743,5253,7132.66%+188
ALPHABET INC(GOOG)5,1994,529-6709221,1030.79%+181
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
28,24034,618+6,3787809610.69%+181
WILLIAMS SONOMA INC(WSM)5,5245,52409021,0800.77%+177
BERKSHIRE HATHAWAY INC DEL4,0754,273+1981,9802,1481.54%+169
AMGEN INC(AMGN)5,0545,563+5091,4111,5701.13%+159
ISHARES TR23,27322,719-5542,5442,7001.94%+156
SPDR GOLD TR(GLD)690995+3052103540.25%+143
VANGUARD TAX-MANAGED FDS7,9899,976+1,9874555980.43%+142
MARTIN MARIETTA MATLS INC(MLM)1,7021,70209341,0730.77%+138
PLAINS ALL AMERN PIPELINE L(PAA)13,00022,000+9,0002383750.27%+137
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
16,30818,259+1,9519271,0430.75%+115
VERIZON COMMUNICATIONS INC(VZ)7,77210,217+2,4453364490.32%+113
CHEVRON CORP NEW(CVX)6,8987,078+1809881,0990.79%+111
WISDOMTREE TR(WT)4,7397,064+2,3252153250.23%+110
ISHARES TR19,68319,310-3733,8233,9312.82%+108
ISHARES TR7,0437,331+2889351,0420.75%+106
WILLIAMS COS INC(WMB)26,31027,735+1,4251,6531,7571.26%+104
SPDR SERIES TRUST
SP O&G EXPL PRO
1,6622,362+7002093120.22%+103
NORTHROP GRUMMAN CORP(NOC)912915+34565570.40%+101
PARKER-HANNIFIN CORP(PH)1,5901,59001,1111,2050.86%+95
ISHARES TR4,0774,417+3403804740.34%+94
AT&T INC(T)8,99412,467+3,4732603520.25%+92
ETFS GOLD TR(SGOL)12,72713,329+6024014910.35%+89
GENERAL DYNAMICS CORP(GD)1,8751,865-105476360.46%+89
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
8,98711,085+2,0982643530.25%+88
ENERGY TRANSFER L P(ET)50,87458,774+7,9009221,0090.72%+86
OSHKOSH CORP(OSK)5,3035,30306026880.49%+86
ISHARES TR53,53252,817-7151,8471,9301.38%+83
JPMORGAN CHASE & CO.(JPM)7,2216,897-3242,0932,1751.56%+82
ISHARES TR4,7295,364+6355636410.46%+78
QUALCOMM INC(QCOM)6,2746,443+1699991,0720.77%+73
PHILLIPS 66(PSX)4,2974,283-145135830.42%+70
VANGUARD INTL EQUITY INDEX F40,72038,450-2,2702,0142,0831.49%+69
LENNAR CORP(LEN)4,4824,48204965650.41%+69
RTX CORPORATION(RTX)4,3184,181-1376307000.50%+69
ALTRIA GROUP INC(MO)10,19510,088-1075986660.48%+69
ISHARES INC
MSCI GBL ETF NEW
9,8389,83803704380.31%+68
DANAHER CORPORATION(DHR)5,5985,912+3141,1061,1720.84%+66
SELECT SECTOR SPDR TR
ST STR FINL ETF
7,8518,858+1,0074114770.34%+66
INVESCO EXCH TRADED FD TR II
SR LN ETF
15,76318,795+3,0323303930.28%+64
SELECT SECTOR SPDR TR
ST STR ENERG ETF
7,8938,182+2896697310.52%+62
FIRST TR EXCHANGE-TRADED FD
SHS
25,49125,970+4791,1391,2010.86%+61
HOME DEPOT INC(HD)1,4801,481+15436000.43%+57
S&P GLOBAL INC(SPGI)810994+1844274840.35%+57
CISCO SYS INC(CSCO)3,8914,774+8832703270.23%+57
NEXTERA ENERGY INC(NEE)9,2999,29906467020.50%+56
ISHARES TR1,8981,892-64104580.33%+48
VANGUARD INTL EQUITY INDEX F8,1698,348+1795495960.43%+47
LOCKHEED MARTIN CORP(LMT)974997+234514980.36%+47
VANGUARD INDEX FDS11,71911,863+1441,0441,0850.78%+41
BANK AMERICA CORP9,4759,47504484890.35%+40
XYLEM INC(XYL)2,2062,20602853250.23%+40
NUSHARES ETF TR
NUVEEN ESG INTL
8,6259,200+5753063460.25%+40
ISHARES GOLD TR(IAU)3,6273,62702262640.19%+38
SCHWAB STRATEGIC TR17,47117,47104294590.33%+31
NOVARTIS AG(NVS)4,0614,06104915210.37%+29
GALECTIN THERAPEUTICS INC(GALT)13,37513,375028570.04%+28
NVR INC(NVR)404002953210.23%+26
JOHNSON CTLS INTL PLC
SHS
5,9655,96506306560.47%+26
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