Fund HoldingsArgyle Capital Partners, LLC

Total Portfolio Value
$136.88M
Total Bought
$9.88M
Total Sold
$14.50M
Net Transaction
-$4.63M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP BIOT
020,712+20,71202,5251.84%+2,525
SELECT SECTOR SPDR TR
ST STR ENERG ETF
015,160+15,16006780.50%+678
BERKSHIRE HATHAWAY INC DEL4,2735,389+1,1162,1482,7091.98%+561
SELECT SECTOR SPDR TR
ST STR UTIL ETF
011,062+11,06204720.34%+472
ALPHABET INC(GOOG)6,8596,569-2901,6672,0561.50%+389
META PLATFORMS INC(META)01,633+1,63301,0780.79%+1,078
NVIDIA CORPORATION(NVDA)11,05613,015+1,9592,0632,4271.77%+365
SELECT SECTOR SPDR TR
ST STR FINL ETF
06,302+6,30203450.25%+345
SPDR SERIES TRUST
ST STR SP1500VT
01,609+1,60903390.25%+339
ISHARES TR52,81757,414+4,5971,9302,2651.65%+335
SPDR SERIES TRUST
ST STR R1K LOWV
02,229+2,22902970.22%+297
APPLE INC(AAPL)32,91731,766-1,1518,3828,6366.31%+254
SPDR SERIES TRUST
ST STR BLO 1 ETF
02,537+2,53702320.17%+232
ISHARES TR02,159+2,15902160.16%+216
SLB LIMITED(SLB)13,62917,776+4,1474686820.50%+214
UNITED STS COMMODITY INDEX F(CPER)06,113+6,11302140.16%+214
SPDR SERIES TRUST
SP O&G EXPL PRO
01,644+1,64402080.15%+208
SELECT SECTOR SPDR TR
ST STR STAPL ETF
02,633+2,63302050.15%+205
ENERGY TRANSFER L P(ET)58,77473,368+14,5941,0091,2100.88%+201
PARKER-HANNIFIN CORP(PH)1,5901,59001,2051,3981.02%+192
SPDR S&P 500 ETF TR(SPY)03,086+3,08602,1041.54%+2,104
ISHARES TR4,9216,460+1,5395076570.48%+150
ISHARES TR32,58434,190+1,6062,7032,8322.07%+129
JPMORGAN CHASE FINL CO LLC(JPM)70,81773,855+3,0382,0912,2091.61%+118
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
5,6637,986+2,3232663760.27%+110
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
34,61838,408+3,7909611,0610.77%+100
ETFS GOLD TR(SGOL)13,32914,095+7664915790.42%+88
VANECK ETF TRUST
SEMICONDUCTR ETF
01,783+1,78306420.47%+642
FIRST TR EXCHANGE-TRADED FD
SHS
25,97027,906+1,9361,2011,2860.94%+85
INVESCO CALIF VALUE MUN INCO41,36446,364+5,0004385160.38%+78
AMAZON COM INC(AMZN)012,509+12,50902,8872.11%+2,887
MPLX LP(MPLX)026,662+26,66201,4231.04%+1,423
DANAHER CORPORATION(DHR)5,9125,453-4591,1721,2480.91%+76
LOCKHEED MARTIN CORP(LMT)9971,182+1854985720.42%+74
ISHARES INC
MSCI GBL ETF NEW
9,8389,83804385050.37%+67
BRISTOL-MYERS SQUIBB CO(BMY)09,799+9,79905290.39%+529
VANGUARD TAX-MANAGED FDS9,97610,571+5955986600.48%+63
ISHARES TR4,4175,541+1,1244745340.39%+60
SPDR GOLD TR(GLD)9951,041+463544130.30%+59
JOHNSON CTLS INTL PLC
SHS
5,9655,96506567140.52%+58
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
6,6677,834+1,1672493050.22%+56
CHEVRON CORP NEW(CVX)7,0787,523+4451,0991,1470.84%+47
PEPSICO INC(PEP)02,766+2,76603970.29%+397
ALPHABET INC(GOOG)4,5293,656-8731,1031,1470.84%+44
NOVARTIS AG(NVS)4,0614,06105215600.41%+39
ENTERPRISE PRODS PARTNERS L(EPD)54,00653,787-2191,6891,7241.26%+36
AMGEN INC(AMGN)5,5634,896-6671,5701,6031.17%+33
BANK AMERICA CORP9,4759,47504895210.38%+32
VANGUARD INTL EQUITY INDEX F03,966+3,96603320.24%+332
ISHARES TR5,3645,629+2656416720.49%+31
ISHARES GOLD TR(IAU)3,6273,62702642940.22%+30
NEXTERA ENERGY INC(NEE)9,2999,122-1777027320.53%+30
BROADCOM INC(AVGO)01,192+1,19204130.30%+413
VISA INC(V)03,517+3,51701,2330.90%+1,233
PFIZER INC(PFE)013,904+13,90403460.25%+346
ISHARES TR1,8921,955+634584810.35%+24
CHUBB LIMITED
COM
01,146+1,14603580.26%+358
ISHARES TR02,012+2,01202990.22%+299
NUSHARES ETF TR
NUVEEN ESG INTL
9,20010,168+9683463680.27%+22
S&P GLOBAL INC(SPGI)994968-264845060.37%+22
DOLLAR GEN CORP NEW(DG)02,313+2,31303070.22%+307
DEERE & CO(DE)01,581+1,58107360.54%+736
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
11,08511,302+2173533720.27%+19
UNITEDHEALTH GROUP INC(UNH)1,7281,859+1315976140.45%+17
PIMCO GLOBAL STOCKSPLS INCM013,985+13,98501280.09%+128
EXXON MOBIL CORP06,104+6,10407350.54%+735
MASTERCARD INCORPORATED(MA)01,277+1,27707290.53%+729
NORTHROP GRUMMAN CORP(NOC)9151,006+915575740.42%+16
SCHWAB STRATEGIC TR17,47117,47104594750.35%+16
VANGUARD INTL EQUITY INDEX F8,3488,309-395966110.45%+15
WELLS FARGO CO NEW(WFC)03,909+3,90903640.27%+364
ALCON AG(ALC)03,101+3,10102440.18%+244
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
39,83739,876+391,5051,5161.11%+12
COCA COLA CO(KO)05,495+5,49503840.28%+384
GOLDMAN SACHS ETF TR02,902+2,90202810.21%+281
VANGUARD ADMIRAL FDS INC2,0442,116+722062140.16%+8
ISHARES TR015,888+15,88809130.67%+913
NUSHARES ETF TR
NUVEEN ESG LRGVL
05,164+5,16402330.17%+233
ISHARES TR01,696+1,69602360.17%+236
VANGUARD INTL EQUITY INDEX F38,45038,847+3972,0832,0881.53%+5
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
05,834+5,83403390.25%+339
NUSHARES ETF TR
NUVEEN ESG SMLCP
05,140+5,14002300.17%+230
FIRST TR EXCH TRADED FD III
CALIF MUN INCM
05,051+5,05102490.18%+249
VANGUARD CALIF TAX FREE FDS5,0005,00004995010.37%+2
ISHARES TR29,90830,271+3633,3343,3362.44%+2
CULLEN FROST BANKERS INC(CFR)01,730+1,73002190.16%+219
GALECTIN THERAPEUTICS INC13,37513,375057560.04%-1
WASTE MGMT INC DEL(WM)01,463+1,46303210.23%+321
ISHARES TR
A RATE CP BD ETF
04,653+4,65302240.16%+224
AMERIPRISE FINL INC(AMP)02,685+2,68501,3170.96%+1,317
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
06,547+6,54703030.22%+303
COLGATE PALMOLIVE CO(CL)03,131+3,13102470.18%+247
FIRST TR EXCH TRADED FD III069,925+69,92501,2740.93%+1,274
ISHARES TR
INVT GRAD SY ETF
09,233+9,23304220.31%+422
CORTEVA INC(CTVA)07,587+7,58705090.37%+509
TCW ETF TRUST
TRANS SYSTE ETF
03,196+3,19603070.22%+307
MICROCHIP TECHNOLOGY INC.(MCHP)010,012+10,01206380.47%+638
ALLIANCEBERNSTEIN GLOBAL HIG
COM
015,357+15,35701640.12%+164
SIMON PPTY GROUP INC NEW(SPG)1,1471,107-402152050.15%-10
BONDBLOXX ETF TRUST
BLOO TWEN US ETF
09,096+9,09603440.25%+344
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