Argyle Capital Management, LLC

Est. AUM

$307.7M

13F long equity, this entity only

Positions

137

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Microsoft Corp	COM	$9.9M	26755	3.22%	SOLE
2	Lilly Eli & Co	COM	$9.9M	10767	3.22%	SOLE
3	McKesson Corp	COM	$9.1M	10474	2.95%	SOLE
4	JP Morgan Chase & Co	COM	$8.7M	29429	2.81%	SOLE
5	RTX Corporation	COM	$8.0M	41303	2.59%	SOLE
6	Merck & Co Inc	COM	$7.6M	62816	2.46%	SOLE
7	Caterpillar Inc Del	COM	$7.3M	10359	2.38%	SOLE
8	PNC Finl Svcs Group Inc	COM	$7.2M	34450	2.33%	SOLE
9	Amgen Inc	COM	$6.8M	19371	2.21%	SOLE
10	Johnson & Johnson	COM	$6.3M	25649	2.04%	SOLE
11	Cisco Sys Inc	COM	$6.0M	77756	1.96%	SOLE
12	Deere & Company	COM	$6.0M	10703	1.96%	SOLE
13	International Business Mach	COM	$5.8M	24135	1.90%	SOLE
14	Chevron Corporation	COM	$5.5M	26358	1.77%	SOLE
15	Intel Corp	COM	$5.2M	117275	1.68%	SOLE
16	ConocoPhillips	COM	$4.9M	37114	1.59%	SOLE
17	Pulte Group Inc	COM	$4.7M	39991	1.53%	SOLE
18	Bank of America Corp	COM	$4.6M	94292	1.49%	SOLE
19	Emerson Elec Co	COM	$4.4M	33924	1.44%	SOLE
20	AT&T Inc	COM	$4.4M	152445	1.44%	SOLE
21	Bristol Myers Squibb Co	COM	$4.3M	71227	1.40%	SOLE
22	Pfizer Inc	COM	$4.3M	151876	1.39%	SOLE
23	Verizon Communications	COM	$4.2M	84148	1.37%	SOLE
24	Enbridge Inc	COM	$4.2M	77759	1.37%	SOLE
25	General Mtrs Corp	COM	$4.1M	54819	1.33%	SOLE
26	Duke Energy Corp	COM	$4.0M	30684	1.31%	SOLE
27	Oracle Corp	COM	$3.9M	26726	1.28%	SOLE
28	Coca Cola Co	COM	$3.9M	51120	1.26%	SOLE
29	Phillips 66	COM	$3.8M	20867	1.24%	SOLE
30	Hewlett Packard Enterprises	COM	$3.7M	156693	1.21%	SOLE
31	Wells Fargo & Co New	COM	$3.4M	42690	1.10%	SOLE
32	Chubb Corp	COM	$3.3M	10137	1.07%	SOLE
33	Medtronic Inc	COM	$3.3M	38060	1.07%	SOLE
34	Dell Technologies Inc	CL C	$3.3M	19896	1.06%	SOLE
35	Allstate Corp	COM	$3.1M	15070	1.02%	SOLE
36	Dow Inc	COM	$3.1M	74258	1.01%	SOLE
37	Paychex Inc	COM	$3.1M	33210	0.99%	SOLE
38	Genuine Parts Co	COM	$3.1M	28898	0.99%	SOLE
39	3M Co	COM	$2.9M	19848	0.94%	SOLE
40	Hershey Foods Corp	COM	$2.8M	13411	0.91%	SOLE
41	MetLife Inc	COM	$2.8M	38995	0.90%	SOLE
42	United Parcel Service Inc	CL B	$2.7M	27930	0.89%	SOLE
43	PPL Corp	COM	$2.7M	71516	0.89%	SOLE
44	Halliburton Co	COM	$2.7M	68585	0.87%	SOLE
45	Waste Management Inc Del	COM	$2.6M	11327	0.85%	SOLE
46	Southern Co	COM	$2.5M	26221	0.82%	SOLE
47	SLB Limited	COM	$2.4M	46616	0.78%	SOLE
48	Truist Finl Corp	COM	$2.4M	51616	0.77%	SOLE
49	Waters Corp	COM	$2.3M	7595	0.74%	SOLE
50	CVS Health Corp	COM	$2.2M	30717	0.72%	SOLE

1–50 of 137

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.