Investor
Argyle Capital Management, LLC
CIK 0001321194 · filed 2026-04-28 · SEC filing
13F book
$307.7M
Positions
137
3 new · 3 sold
Largest name
3.2%
Microsoft Corp · MSFT
Est. mark
$8.94M
Price effect on 134 names still held. Flow −$728.4K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 26.8K | $9.9M | 3.2% | −$3.04M | Cut−$3.18M |
| Eli Lilly & Co | LLY | 10.8K | $9.9M | 3.2% | −$1.67M | Cut−$2M |
| Mckesson Corp | MCK | 10.5K | $9.06M | 2.9% | $472.1K | Cut$308K |
| Jpmorgan Chase & Co. | — | 29.4K | $8.66M | 2.8% | −$825.8K | Cut−$866.1K |
| RTX Corp | RTX | 41.3K | $7.97M | 2.6% | $392.4K | Cut$356.1K |
| Merck & Co., Inc. | MRK | 62.8K | $7.56M | 2.5% | $944.1K | Cut$870.4K |
| Caterpillar Inc | CAT | 10.4K | $7.34M | 2.4% | $1.4M | Cut$920.5K |
| Pnc Finl Svcs Group Inc | — | 34.5K | $7.17M | 2.3% | −$22K | Added−$16.8K |
| Amgen Inc | AMGN | 19.4K | $6.82M | 2.2% | $475.4K | Held |
| Johnson & Johnson | JNJ | 25.6K | $6.27M | 2.0% | $961.6K | Cut$908.8K |
| Cisco Sys Inc | — | 77.8K | $6.03M | 2.0% | $43.5K | Held |
| Deere & Co | DE | 10.7K | $6.03M | 2.0% | $1.05M | Cut$976.2K |
| International Business Machs | — | 24.1K | $5.85M | 1.9% | −$1.27M | Added−$1.12M |
| Chevron Corp New | CVX | 26.4K | $5.45M | 1.8% | $1.44M | Cut$1.38M |
| Intel Corp | INTC | 117.3K | $5.18M | 1.7% | $847.9K | Cut$824.7K |
| Conocophillips | COP | 37.1K | $4.9M | 1.6% | $1.42M | Cut$1.38M |
| Pulte Group Inc | — | 40K | $4.7M | 1.5% | $14K | Held |
| Bank America Corp | — | 94.3K | $4.6M | 1.5% | −$575.9K | Added−$471.1K |
| Emerson Elec Co | — | 33.9K | $4.44M | 1.4% | −$57.5K | Added−$44.4K |
| At&T Inc | — | 152.4K | $4.42M | 1.4% | $632.6K | Cut$600.3K |
| Bristol-Myers Squibb Co | — | 71.2K | $4.32M | 1.4% | $477.9K | Cut$438.3K |
| Pfizer Inc | PFE | 151.9K | $4.26M | 1.4% | $464K | Added$631.1K |
| Verizon Communications Inc | VZ | 84.1K | $4.22M | 1.4% | $796.9K | Cut$778.3K |
| Enbridge Inc | — | 77.8K | $4.21M | 1.4% | $490.7K | Cut$447.3K |
| General Mtrs Co | — | 54.8K | $4.08M | 1.3% | −$373.9K | Cut−$422.7K |
| Duke Energy Corp New | — | 30.7K | $4.02M | 1.3% | $421.3K | Cut$380.3K |
| Oracle Corp | — | 26.7K | $3.93M | 1.3% | −$1.18M | Added−$896.5K |
| Coca Cola Co | KO | 51.1K | $3.89M | 1.3% | $313.9K | Cut$251K |
| Phillips 66 | PSX | 20.9K | $3.8M | 1.2% | $1.11M | Held |
| Hewlett Packard Enterprise C | — | 156.7K | $3.73M | 1.2% | −$32.9K | Held |
| Wells Fargo Co New | — | 42.7K | $3.4M | 1.1% | −$569.1K | Added−$504K |
| Chubb Limited | — | 10.1K | $3.3M | 1.1% | $140K | Cut$27.3K |
| Medtronic Plc | MDT | 38.1K | $3.3M | 1.1% | −$350.6K | Added−$281.3K |
| Dell Technologies Inc. | DELL | 19.9K | $3.27M | 1.1% | $761K | Held |
| Allstate Corp | — | 15.1K | $3.12M | 1.0% | −$12.2K | Cut−$162.1K |
| Dow Inc. | DOW | 74.3K | $3.09M | 1.0% | $1.35M | Added$1.36M |
| Paychex Inc | PAYX | 33.2K | $3.06M | 1.0% | −$666.2K | Cut−$705.5K |
| Genuine Parts Co | GPC | 28.9K | $3.06M | 1.0% | −$490.7K | Added−$449.7K |
| 3M CO | MMM | 19.8K | $2.88M | 0.9% | −$295.1K | Cut−$327.2K |
| Hershey Co | HSY | 13.4K | $2.79M | 0.9% | $347.5K | Cut$329.3K |
| Metlife Inc | — | 39K | $2.76M | 0.9% | −$320.5K | Cut−$352.1K |
| United Parcel Service Inc | UPS | 27.9K | $2.75M | 0.9% | −$22.3K | Added$19.5K |
| Ppl Corp | — | 71.5K | $2.73M | 0.9% | $227.4K | Held |
| Halliburton Co | HAL | 68.6K | $2.67M | 0.9% | $735.9K | Held |
| Waste Mgmt Inc Del | — | 11.3K | $2.6M | 0.8% | $114.2K | Held |
| Southern Co | — | 26.2K | $2.53M | 0.8% | $244.4K | Cut$240K |
| Slb Limited/Nv | SLB | 46.6K | $2.4M | 0.8% | $606.5K | Held |
| Truist Finl Corp | — | 51.6K | $2.37M | 0.8% | −$160.8K | Added−$68.8K |
| Waters Corp | — | 7.59K | $2.26M | 0.7% | −$619.3K | Added−$605.9K |
| Cvs Health Corp | CVS | 30.7K | $2.21M | 0.7% | −$229.3K | Added−$207.8K |
| Corteva, Inc. | CTVA | 25.9K | $2.17M | 0.7% | $432.5K | Held |
| Air Prods & Chems Inc | — | 7.3K | $2.12M | 0.7% | $317.3K | Held |
| Freeport-Mcmoran Inc | FCX | 35.7K | $2.1M | 0.7% | $285K | Held |
| GE Vernova Inc. | GEV | 2.28K | $1.99M | 0.6% | $500.3K | Held |
| Exxon Mobil Corp | — | 11.6K | $1.96M | 0.6% | $570.3K | Held |
| Constellation Energy Corp | CEG | 7.02K | $1.96M | 0.6% | −$519.5K | Held |
| Fifth Third Bancorp | — | 41.9K | $1.95M | 0.6% | −$14.7K | Held |
| Weyerhaeuser Co Mtn Be | WY | 77.3K | $1.89M | 0.6% | $54.4K | Added$147.2K |
| Comcast Corp New | — | 65.7K | $1.89M | 0.6% | −$72.2K | Added$56.4K |
| Verisign Inc | — | 7.43K | $1.85M | 0.6% | $40.2K | Held |
| Exelon Corp | EXC | 37.4K | $1.83M | 0.6% | $203K | Cut$196.5K |
| Ge Aerospace | — | 6.27K | $1.78M | 0.6% | −$152.2K | Held |
| Sonoco Prods Co | — | 32.8K | $1.77M | 0.6% | $342.3K | Cut$333.6K |
| Procter And Gamble Co | PG | 12.1K | $1.75M | 0.6% | $13.7K | Held |
| Qnity Electronics, Inc. | Q | 14.7K | $1.69M | 0.6% | $492K | Added$503.6K |
| Corning Inc | — | 12.3K | $1.68M | 0.5% | $596.4K | Cut$548.2K |
| Broadcom Inc. | AVGO | 5.36K | $1.66M | 0.5% | −$196K | Held |
| Ge Healthcare Technologies I | — | 22.9K | $1.63M | 0.5% | −$242.5K | Added−$204.8K |
| DuPont de Nemours, Inc. | DD | 34.2K | $1.57M | 0.5% | $163.5K | Added$391.4K |
| Archer-Daniels-Midland Co | ADM | 21.2K | $1.54M | 0.5% | $319.6K | Added$330.5K |
| Ford Mtr Co | — | 123.5K | $1.43M | 0.5% | −$195K | Added−$193.6K |
| Valero Energy Corp | — | 5.5K | $1.36M | 0.4% | $463.6K | Held |
| Ugi Corp New | — | 37K | $1.35M | 0.4% | −$37.2K | Added−$31.8K |
| Global Pmts Inc | — | 18.7K | $1.26M | 0.4% | −$188.9K | Cut−$212.1K |
| Trane Technologies Plc | TT | 3K | $1.25M | 0.4% | $82.6K | Held |
| Tc Energy Corp | — | 19.7K | $1.23M | 0.4% | $149.5K | Cut$111K |
| Apple Inc. | AAPL | 4.75K | $1.2M | 0.4% | −$85.7K | Held |
| Bp Plc | — | 25.4K | $1.19M | 0.4% | $311.7K | Held |
| NXP Semiconductors N.V. | NXPI | 5.65K | $1.11M | 0.4% | −$114.1K | Held |
| Berkshire Hathaway Inc Del | — | 2.23K | $1.07M | 0.3% | −$52.2K | Held |
| Totalenergies Se | TTE | 11.4K | $1.04M | 0.3% | $291.4K | Held |
| Baxter Intl Inc | — | 57.9K | $972.8K | 0.3% | −$133.5K | Added−$131.4K |
| Pepsico Inc | PEP | 5.75K | $892.9K | 0.3% | $67.7K | Held |
| Shift4 Pmts Inc | — | 20.3K | $887.7K | 0.3% | −$370.4K | Added−$324.5K |
| Hp Inc | HPQ | 45.6K | $875.5K | 0.3% | −$139.9K | Held |
| Fiserv Inc | FISV | 15.6K | $871.3K | 0.3% | −$177.5K | Held |
| American Elec Pwr Co Inc | — | 6.6K | $865.1K | 0.3% | $104.1K | Held |
| Amcor Plc | — | 19.7K | $782K | 0.3% | $617.9K | Cut$217.9K |
| AbbVie Inc. | ABBV | 3.45K | $750.3K | 0.2% | −$38K | Held |
| Block H & R Inc | — | 23.2K | $737.4K | 0.2% | −$275.1K | Held |
| Motorola Solutions, Inc. | MSI | 1.7K | $737.3K | 0.2% | $86.1K | Held |
| Ww Grainger Inc | — | 665 | $725.4K | 0.2% | $54.4K | Held |
| Texas Instrs Inc | — | 3.7K | $718.3K | 0.2% | $76.4K | Held |
| Norfolk Southn Corp | — | 2.46K | $706.6K | 0.2% | −$4.23K | Held |
| Kimberly Clark Corp | KMB | 7.31K | $705K | 0.2% | −$24.7K | Added$141.7K |
| Magna Intl Inc | — | 12.6K | $703.2K | 0.2% | $31.6K | Held |
| Dxc Technology Co | DXC | 54.6K | $685.9K | 0.2% | −$113.5K | Cut−$119.4K |
| Chemours Co | CC | 29.6K | $652.8K | 0.2% | $273.2K | Added$338.2K |
| Illinois Tool Wks Inc | — | 2.49K | $648.1K | 0.2% | $34.8K | Held |
| Moodys Corp | — | 1.4K | $610.8K | 0.2% | −$104.4K | Held |
| Nextera Energy Inc | — | 6.47K | $600.7K | 0.2% | $81.5K | Held |
| Kraft Heinz Co | KHC | 26.7K | $600.3K | 0.2% | −$47K | Held |
| Eastman Chem Co | — | 7.8K | $595.3K | 0.2% | $55.8K | Added$310.3K |
| Conagra Brands Inc. | CAG | 37.5K | $590.2K | 0.2% | −$59.7K | Cut−$71.8K |
| Qualcomm Inc | — | 4.21K | $542K | 0.2% | −$177.9K | Held |
| Mccormick & Co Inc | — | 10.6K | $532.1K | 0.2% | −$186.4K | Held |
| Flowers Foods Inc | FLO | 63.9K | $521.1K | 0.2% | −$174.5K | Held |
| Automatic Data Processing In | — | 2.49K | $505.3K | 0.2% | −$134.4K | Held |
| Teva Pharmaceutical Inds Ltd | — | 16.2K | $487.9K | 0.2% | −$17.7K | Held |
| Devon Energy Corp New | — | 9.43K | $474.7K | 0.2% | $114.1K | Added$169.4K |
| Stanley Black & Decker, Inc. | SWK | 6.67K | $474.3K | 0.2% | −$21.5K | Held |
| Nvent Electric Plc | NVT | 3.93K | $465.1K | 0.2% | $64.1K | Held |
| Nvidia Corp | NVDA | 2.5K | $436K | 0.1% | −$30.2K | Cut−$160.8K |
| Public Svc Enterprise Grp In | — | 5.25K | $425K | 0.1% | $3.41K | Held |
| Selective Ins Group Inc | — | 5.47K | $412.7K | 0.1% | −$45.3K | Held |
| Abbott Labs | ABT | 3.9K | $400.9K | 0.1% | −$88.3K | Held |
| Centerpoint Energy Inc | CNP | 8.6K | $371.2K | 0.1% | $41.5K | Held |
| Novartis Ag | — | 2.38K | $362.8K | 0.1% | $35.3K | Held |
| Amazon Com Inc | AMZN | 1.74K | $362.2K | 0.1% | −$39.2K | Held |
| Ameriserv Finl Inc | — | 94.9K | $343.4K | 0.1% | $40.8K | Held |
| PENTAIR plc | PNR | 3.77K | $328.1K | 0.1% | −$64.1K | Held |
| Lamb Weston Hldgs Inc | — | 7.38K | $311.7K | 0.1% | $2.73K | Cut−$7.03K |
| Crane Company | — | 1.81K | $310K | 0.1% | −$24.3K | Held |
| Hsbc Hldgs Plc | — | 3.65K | $301.1K | 0.1% | $13.9K | Held |
| Imperial Oil Ltd | IMO | 2.2K | $287.8K | 0.1% | — | New |
| Kennametal Inc | KMT | 7.5K | $271K | 0.1% | $57.9K | Held |
| Warner Bros. Discovery, Inc. | WBD | 9.27K | $254.6K | 0.1% | −$12.6K | Cut−$25.2K |
| Taiwan Semiconductor Mfg Ltd | — | 753 | $254.5K | 0.1% | $25.6K | Held |
| Charter Communications Inc N | — | 1.16K | $249.8K | 0.1% | $8.25K | Held |
| Alphabet Inc | — | 846 | $242.7K | 0.1% | −$22.8K | Held |
| Aflac Inc | AFL | 2.12K | $232.6K | 0.1% | −$1.19K | Held |
| Solventum Corp | SOLV | 3.54K | $231.1K | 0.1% | −$49.3K | Cut−$56.2K |
| Ptc Inc. | PTC | 1.55K | $221K | 0.1% | −$49.2K | Held |
| Ingersoll Rand Inc. | IR | 2.65K | $212.1K | 0.1% | $2.38K | Held |
| Tutor Perini Corp | TPC | 2.7K | $208.4K | 0.1% | — | New |
| Laboratory Corp Amer Hldgs | — | 776 | $207K | 0.1% | — | New |
| Newell Brands Inc. | NWL | 10.5K | $36K | 0.0% | −$3.05K | Cut−$7.14K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.