1y return+19.6%S&P 500 +20.9%
3y return+46.0%S&P 500 +68.5%
5y return+50.4%S&P 500 +74.5%
10y return+121.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $222 against $357 in the S&P 500.2
Argyle Capital Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| INTCIntel Corp | $14.4M | 4.1% | −12.2% |
| LLYLilly Eli & Co | $12.9M | 3.7% | |
| CATCaterpillar Inc Del | $10.7M | 3.1% | −2.7% |
| MSFTMicrosoft Corp | $10.0M | 2.9% | |
| JPMJP Morgan Chase & Co | $9.6M | 2.8% | |
| CSCOCisco Sys Inc | $9.1M | 2.6% | |
| PNCPNC Finl Svcs Group Inc | $8.5M | 2.4% | |
| MRKMerck & Co Inc | $8.0M | 2.3% | |
| MCKMcKesson Corp | $7.9M | 2.3% | |
| RTXRTX Corporation | $7.8M | 2.2% | −1.0% |
| DELLDell Technologies Inc | $7.6M | 2.2% | −11.9% |
| HPEHewlett Packard Enterprises | $7.1M | 2.0% | |
| AMGNAmgen Inc | $7.1M | 2.0% | |
| IBMInternational Business Mach | $6.8M | 2.0% | |
| DEDeere & Company | $6.8M | 2.0% | |
| JNJJohnson & Johnson | $6.5M | 1.9% | |
| PHMPulte Group Inc | $5.5M | 1.6% | |
| BACBank of America Corp | $5.4M | 1.6% | |
| EMREmerson Elec Co | $4.8M | 1.4% | −1.5% |
| CVXChevron Corporation | $4.4M | 1.3% | |
| GMGeneral Mtrs Corp | $4.2M | 1.2% | |
| BMYBristol Myers Squibb Co | $4.2M | 1.2% | +1.5% |
| KOCoca Cola Co | $4.1M | 1.2% | |
| ENBEnbridge Inc | $4.1M | 1.2% | −2.1% |
| ORCLOracle Corp | $3.9M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc Del | June 30, 2020 | +741.8% | $10.7M |
| DELLDell Technologies Inc | June 30, 2020 | +685.4% | $7.6M |
| LLYLilly Eli & Co | June 30, 2020 | +630.6% | $12.9M |
| MCKMcKesson Corp | June 30, 2020 | +392.5% | $7.9M |
| HPEHewlett Packard Enterprises | June 30, 2020 | +363.6% | $7.1M |
| DEDeere & Company | June 30, 2020 | +303.7% | $6.8M |
| PHMPulte Group Inc | June 30, 2020 | +303.2% | $5.5M |
| JPMJP Morgan Chase & Co | June 30, 2020 | +248.0% | $9.6M |
| WFCWells Fargo & Co New | June 30, 2020 | +222.8% | $3.6M |
| GMGeneral Mtrs Corp | June 30, 2020 | +204.7% | $4.2M |
Sold off last quarter
- DuPont De Nemours IncCUSIP 26614N102 was $1.6M
- CHTRCharter Communications Inc was $250K
- PTCPTC Inc was $221K
- NWLNewell Brands was $36K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.1% | +14.8% |
| March 31, 2026 | +2.8% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +4.7% | +7.8% |
| June 30, 2025 | +3.2% | +10.5% |
| March 31, 2025 | +2.6% | −4.6% |
| December 31, 2024 | −3.9% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | −2.4% | +4.0% |
| March 31, 2024 | +9.9% | +10.0% |
| December 31, 2023 | +7.7% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +3.3% | +8.3% |
| March 31, 2023 | −2.4% | +7.0% |
| December 31, 2022 | +13.9% | +7.1% |
| September 30, 2022 | −6.8% | −5.3% |
| June 30, 2022 | −9.1% | −16.5% |
| March 31, 2022 | +0.2% | −4.9% |
| December 31, 2021 | +7.9% | +10.7% |
| September 30, 2021 | −2.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Argyle Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1321194&type=13F-HR&dateb=&owner=include&count=40CIK 1321194
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1321194/000132119426000006/Filed July 28, 2026 · accession 0001321194-26-000006