13F Insight
DOSSIER · 13F-HR · Q2 2026

Argyle Capital Management, LLC

$347M in tracked AUM across 138 positions as of Q2 2026.

AC
CIK 0001321194 · last filed Jun 30, 2026
Total AUM
$347M
as of Q2 2026
Holdings
138
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Argyle Capital Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
INTC
Intel Corp
$14M103K4.1%02
LLY
Lilly Eli & Co
$13M11K3.7%03
CAT
Caterpillar Inc Del
$11M10K3.1%04
MSFT
Microsoft Corp
$10M27K2.9%05
JPM
JP Morgan Chase & Co
$10M29K2.8%06
CSCO
Cisco Sys Inc
$9M77K2.6%07
PNC
PNC Finl Svcs Group Inc
$8M35K2.4%08
MRK
Merck & Co Inc
$8M63K2.3%09
MCK
McKesson Corp
$8M10K2.3%10
RTX
RTX Corporation
$8M41K2.2%

Filing history

2026Q2Jun 30
$347M▲ 12.8%
138 positionsView →2026Q1Mar 31
$308M▲ 2.7%
137 positionsView →2025Q4Dec 31
$300M▲ 3.6%
137 positionsView →2025Q3Sep 30
$289M▲ 4.8%
135 positionsView →2025Q2Jun 30
$276M▲ 2.4%
132 positionsLocked2025Q1Mar 31
$269M▲ 6.1%
130 positionsLocked2024Q4Dec 31
$254M▲ 1.1%
127 positionsLocked2024Q3Sep 30
$251M▲ 3.4%
124 positionsLocked2024Q2Jun 30
$243M▼ 6.0%
122 positionsLocked2024Q1Mar 31
$258M▲ 7.1%
118 positionsLocked2023Q4Dec 31
$241M▼ 11.6%
116 positionsLocked2023Q3Sep 30
$273M▼ 1.6%
122 positionsLocked
Showing 12 of 84