13F Insight
DOSSIER · 13F-HR · Q1 2026

Argyle Capital Management, LLC

$308M in tracked AUM across 137 positions as of Q1 2026.

AC
CIK 0001321194 · last filed Mar 31, 2026
Total AUM
$308M
as of Q1 2026
Holdings
137
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Argyle Capital Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
Microsoft Corp
$10M27K3.2%02
LLY
Lilly Eli & Co
$10M11K3.2%03
MCK
McKesson Corp
$9M10K2.9%04
JPM
JP Morgan Chase & Co
$9M29K2.8%05
RTX
RTX Corporation
$8M41K2.6%06
MRK
Merck & Co Inc
$8M63K2.5%07
CAT
Caterpillar Inc Del
$7M10K2.4%08
PNC
PNC Finl Svcs Group Inc
$7M34K2.3%09
AMGN
Amgen Inc
$7M19K2.2%10
JNJ
Johnson & Johnson
$6M26K2.0%

Filing history

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 positionsLocked2023Q2Jun 30
$277M▼ 2.5%
125 positionsLocked
Showing 12 of 83