ARGUS INVESTORS' COUNSEL, INC.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DoorDash Inc(DASH) | 0 | 6,373 | +6,373 | 0 | 1,733,392 | 1.38% | +1,733,392 |
| Arista Networks Inc(ANET) | 4,957 | 14,313 | +9,356 | 507,151 | 2,085,547 | 1.66% | +1,578,396 |
| Palo Alto Networks(PANW) | 0 | 6,455 | +6,455 | 0 | 1,314,367 | 1.05% | +1,314,367 |
| Oracle Corp(ORCL) | 16,469 | 16,052 | -417 | 3,600,621 | 4,514,500 | 3.59% | +913,879 |
| Alphabet Inc(GOOG) | 18,380 | 16,494 | -1,886 | 3,239,043 | 4,009,603 | 3.19% | +770,560 |
| United Rentals Inc(URI) | 3,358 | 3,355 | -3 | 2,529,642 | 3,202,536 | 2.55% | +672,894 |
| Apple Inc(AAPL) | 19,901 | 17,446 | -2,455 | 4,083,096 | 4,442,285 | 3.53% | +359,189 |
| Nvidia Corp(NVDA) | 31,011 | 27,936 | -3,075 | 4,899,404 | 5,212,270 | 4.14% | +312,866 |
| Quanta Services Inc | 8,370 | 8,348 | -22 | 3,164,456 | 3,459,497 | 2.75% | +295,041 |
| Uber Technologies Inc(UBER) | 8,662 | 11,096 | +2,434 | 808,165 | 1,087,075 | 0.86% | +278,910 |
| Marvell Technology Inc(MRVL) | 0 | 2,970 | +2,970 | 0 | 249,688 | 0.20% | +249,688 |
| Phillips 66(PSX) | 0 | 1,526 | +1,526 | 0 | 207,567 | 0.17% | +207,567 |
| CSX Corp(CSX) | 0 | 5,659 | +5,659 | 0 | 200,951 | 0.16% | +200,951 |
| Applied Materials Inc | 9,193 | 9,139 | -54 | 1,683,033 | 1,871,198 | 1.49% | +188,165 |
| GE Aerospace(GE) | 3,148 | 3,169 | +21 | 810,264 | 953,299 | 0.76% | +143,035 |
| KLA Corporation(KLAC) | 720 | 728 | +8 | 644,933 | 785,221 | 0.62% | +140,288 |
| Schwab Charles Corp(SCHW) | 28,819 | 28,739 | -80 | 2,629,483 | 2,743,751 | 2.18% | +114,268 |
| Wells Fargo & Company(WFC) | 31,422 | 31,327 | -95 | 2,517,545 | 2,625,844 | 2.09% | +108,299 |
| Bank of New York Mellon Corp | 6,640 | 6,530 | -110 | 604,970 | 711,509 | 0.57% | +106,539 |
| Taiwan Semiconductor Manufactu(TSM) | 2,065 | 2,051 | -14 | 467,702 | 572,824 | 0.46% | +105,122 |
| iShares Russell 1000 Grw ETF | 2,806 | 2,761 | -45 | 1,191,371 | 1,293,280 | 1.03% | +101,909 |
| Analog Devices Inc(ADI) | 12,739 | 12,663 | -76 | 3,032,073 | 3,111,233 | 2.47% | +79,160 |
| Jacobs Solutions Inc(J) | 3,857 | 3,811 | -46 | 507,003 | 571,116 | 0.45% | +64,113 |
| iShares Russell 2000 Index ETF | 2,038 | 2,038 | 0 | 439,780 | 493,114 | 0.39% | +53,334 |
| Raymond James Financial Inc(RJF) | 2,830 | 2,804 | -26 | 434,037 | 483,970 | 0.38% | +49,933 |
| HCA Healthcare Inc(HCA) | 1,320 | 1,300 | -20 | 505,692 | 554,060 | 0.44% | +48,368 |
| Norfolk Southern Corp(NSC) | 1,000 | 1,000 | 0 | 255,970 | 300,410 | 0.24% | +44,440 |
| Parker-Hannifin Corp(PH) | 733 | 724 | -9 | 511,979 | 548,901 | 0.44% | +36,922 |
| Blackstone Inc(BX) | 1,689 | 1,673 | -16 | 252,641 | 285,832 | 0.23% | +33,191 |
| IShares Floating Rate Bond ETF | 10,925 | 11,535 | +610 | 557,393 | 589,265 | 0.47% | +31,872 |
| Constellation Energy Corp(CEG) | 765 | 833 | +68 | 246,911 | 274,115 | 0.22% | +27,204 |
| DICK's Sporting Goods Inc(DKS) | 1,117 | 1,115 | -2 | 220,954 | 247,775 | 0.20% | +26,821 |
| Bondbloxx Bloomberg Six Mth Ta | 10,281 | 10,781 | +500 | 517,546 | 543,578 | 0.43% | +26,032 |
| iShares MSCI EAFE ETF | 6,029 | 6,044 | +15 | 538,932 | 564,328 | 0.45% | +25,396 |
| Duke Energy Corp(DUK) | 4,490 | 4,486 | -4 | 529,820 | 555,142 | 0.44% | +25,322 |
| US Treasury 3 Month Bill ETF | 4,263 | 4,748 | +485 | 213,129 | 237,400 | 0.19% | +24,271 |
| McKesson Corp(MCK) | 654 | 649 | -5 | 479,238 | 501,378 | 0.40% | +22,140 |
| iShares 3-7 Yr Treasury Bond E | 5,267 | 5,424 | +157 | 627,247 | 648,222 | 0.52% | +20,975 |
| iShares Core S&P 500 | 500 | 494 | -6 | 310,450 | 330,634 | 0.26% | +20,184 |
| The Southern Company(SO) | 2,833 | 2,905 | +72 | 260,154 | 275,307 | 0.22% | +15,153 |
| Vanguard Divided Appreciation | 1,293 | 1,293 | 0 | 264,638 | 279,016 | 0.22% | +14,378 |
| Invesco S&P 500 Quality ETF | 6,777 | 6,777 | 0 | 482,929 | 496,686 | 0.39% | +13,757 |
| Kimco Realty Corp(KIM) | 9,590 | 9,800 | +210 | 201,582 | 214,130 | 0.17% | +12,548 |
| Schwab US Dividend Equity ETF | 14,375 | 14,350 | -25 | 380,937 | 391,755 | 0.31% | +10,818 |
| Vanguard Interm-Tm Corp Bd Idx | 6,854 | 6,812 | -42 | 568,334 | 572,957 | 0.46% | +4,623 |
| Ecolab Inc(ECL) | 1,952 | 1,933 | -19 | 525,947 | 529,371 | 0.42% | +3,424 |
| Mastercard Inc CL A(MA) | 1,676 | 1,657 | -19 | 941,899 | 942,607 | 0.75% | +708 |
| Bondbloxx Bloomberg ETF | 11,356 | 11,356 | 0 | 563,598 | 563,939 | 0.45% | +341 |
| Vanguard Short-Term Bd ETF | 7,618 | 7,586 | -32 | 599,537 | 598,611 | 0.48% | -926 |
| T-Mobile US Inc(TMUS) | 1,172 | 1,162 | -10 | 279,241 | 278,160 | 0.22% | -1,081 |
| Waste Management Inc(WM) | 1,168 | 1,168 | 0 | 267,185 | 257,941 | 0.21% | -9,244 |
| Nasdaq Inc(NDAQ) | 6,580 | 6,498 | -82 | 588,400 | 574,764 | 0.46% | -13,636 |
| International Business Machine(IBM) | 1,998 | 1,996 | -2 | 588,970 | 563,191 | 0.45% | -25,779 |
| Ameriprise Financial Inc(AMP) | 610 | 607 | -3 | 325,575 | 298,189 | 0.24% | -27,386 |
| American International Group | 5,689 | 5,610 | -79 | 486,922 | 440,609 | 0.35% | -46,313 |
| Cintas Corporation(CTAS) | 3,075 | 3,063 | -12 | 685,325 | 628,711 | 0.50% | -56,614 |
| Intuit Inc(INTU) | 819 | 811 | -8 | 644,776 | 553,586 | 0.44% | -91,190 |
| Chipotle Mexican Grill(CMG) | 5,761 | 5,738 | -23 | 323,480 | 224,872 | 0.18% | -98,608 |
| Targa Resources Corp(TRGP) | 13,575 | 13,508 | -67 | 2,363,188 | 2,263,212 | 1.80% | -99,976 |
| Badger Meter Inc | 1,921 | 1,902 | -19 | 470,549 | 339,659 | 0.27% | -130,890 |
| PayPal Holdings Inc(PYPL) | 17,612 | 17,540 | -72 | 1,308,924 | 1,176,232 | 0.94% | -132,692 |
| BlackRock Inc(BLK) | 2,924 | 2,516 | -408 | 3,068,111 | 2,933,487 | 2.33% | -134,624 |
| Meta Platforms Inc(META) | 6,474 | 6,321 | -153 | 4,778,215 | 4,641,837 | 3.69% | -136,378 |
| Trane Technologies plc(TT) | 8,533 | 8,444 | -89 | 3,732,520 | 3,563,127 | 2.83% | -169,393 |
| ServiceNow Inc(NOW) | 1,744 | 1,737 | -7 | 1,792,972 | 1,598,526 | 1.27% | -194,446 |
| Becton Dickinson & Co(BDX) | 2,530 | 1,280 | -1,250 | 435,792 | 239,578 | 0.19% | -196,214 |
| JPMorgan Chase & Co(JPM) | 15,329 | 13,426 | -1,903 | 4,444,147 | 4,235,090 | 3.37% | -209,057 |
| GE HealthCare Technologies Inc(GEHC) | 2,828 | 0 | -2,828 | 209,470 | 0 | — | -209,470 |
| S&P Global Inc(SPGI) | 4,901 | 4,876 | -25 | 2,584,440 | 2,373,375 | 1.89% | -211,065 |
| Boston Scientific Corp(BSX) | 26,863 | 26,795 | -68 | 2,885,361 | 2,616,001 | 2.08% | -269,360 |
| TJX Companies(TJX) | 9,612 | 6,340 | -3,272 | 1,186,986 | 916,384 | 0.73% | -270,602 |
| Royal Caribbean Cruises Ltd | 6,024 | 4,983 | -1,041 | 1,886,382 | 1,612,441 | 1.28% | -273,941 |
| Exxon Mobil Corp | 11,325 | 8,199 | -3,126 | 1,220,875 | 924,479 | 0.74% | -296,396 |
| Caterpillar Inc(CAT) | 1,745 | 770 | -975 | 677,426 | 367,405 | 0.29% | -310,021 |
| Union Pacific Corp(UNP) | 2,450 | 1,050 | -1,400 | 563,696 | 248,188 | 0.20% | -315,508 |
| International Paper Co(IP) | 11,790 | 4,890 | -6,900 | 552,126 | 226,896 | 0.18% | -325,230 |
| Home Depot Inc(HD) | 3,301 | 2,175 | -1,126 | 1,210,211 | 881,214 | 0.70% | -328,997 |
| Zoetis Inc(ZTS) | 4,712 | 2,660 | -2,052 | 734,836 | 389,211 | 0.31% | -345,625 |
| Johnson & Johnson(JNJ) | 4,759 | 2,037 | -2,722 | 726,937 | 377,701 | 0.30% | -349,236 |
| Illinois Tool Wks Inc(ITW) | 2,447 | 944 | -1,503 | 605,021 | 246,157 | 0.20% | -358,864 |
| General Dynamics Corp(GD) | 2,251 | 851 | -1,400 | 656,527 | 290,191 | 0.23% | -366,336 |
| Marriott International(MAR) | 2,355 | 1,055 | -1,300 | 643,410 | 274,764 | 0.22% | -368,646 |
| Morgan Stanley(MS) | 5,100 | 2,150 | -2,950 | 718,386 | 341,764 | 0.27% | -376,622 |
| Air Prods & Chems Inc | 2,100 | 745 | -1,355 | 592,326 | 203,176 | 0.16% | -389,150 |
| Emerson Elec Co(EMR) | 4,910 | 2,010 | -2,900 | 654,650 | 263,672 | 0.21% | -390,978 |
| Amgen Inc(AMGN) | 2,768 | 1,334 | -1,434 | 772,853 | 376,455 | 0.30% | -396,398 |
| Corning Inc(GLW) | 15,505 | 5,047 | -10,458 | 815,408 | 414,005 | 0.33% | -401,403 |
| Cisco Systems Inc(CSCO) | 9,985 | 4,156 | -5,829 | 692,759 | 284,354 | 0.23% | -408,405 |
| PepsiCo Inc(PEP) | 3,124 | 0 | -3,124 | 412,493 | 0 | — | -412,493 |
| The Procter & Gamble Co(PG) | 5,235 | 2,698 | -2,537 | 834,040 | 414,548 | 0.33% | -419,492 |
| US Bancorp(USB) | 14,933 | 5,233 | -9,700 | 675,718 | 252,911 | 0.20% | -422,807 |
| Texas Instruments Inc(TXN) | 4,064 | 2,259 | -1,805 | 843,768 | 415,046 | 0.33% | -428,722 |
| Adobe Inc(ADBE) | 4,397 | 3,603 | -794 | 1,701,185 | 1,271,025 | 1.01% | -430,160 |
| McDonalds Corp(MCD) | 2,168 | 663 | -1,505 | 633,425 | 201,479 | 0.16% | -431,946 |
| Stryker Corp(SYK) | 3,641 | 2,721 | -920 | 1,440,520 | 1,005,901 | 0.80% | -434,619 |
| NextEra Energy Inc(NEE) | 6,296 | 0 | -6,296 | 437,068 | 0 | — | -437,068 |
| Automatic Data Processing Inc | 2,289 | 894 | -1,395 | 705,928 | 262,389 | 0.21% | -443,539 |
| Verizon Communications Inc(VZ) | 17,642 | 7,236 | -10,406 | 763,369 | 318,022 | 0.25% | -445,347 |
| The Walt Disney Co(DIS) | 5,885 | 2,395 | -3,490 | 729,799 | 274,227 | 0.22% | -455,572 |
| American Twr Corp-REIT(AMT) | 3,075 | 1,135 | -1,940 | 679,636 | 218,283 | 0.17% | -461,353 |