ARGUS INVESTORS' COUNSEL, INC.
Holdings as of 2026-06-30, filed 2026-07-31
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 31 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
106
Value reported by manager
$129.9M
Sum of our stored positions
$129.9M
should match the line above
Disclosure lag
31 d
quarter end to filing
Top 5 concentration
22.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
106 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| Applied Materials Inc | COM | $7.6M | 10,528 | — | 038222105 |
| Nvidia Corp | COM | $5.6M | 27,799 | — | 67066G104 |
| Alphabet Inc | COM | $5.5M | 15,356 | — | 02079K305 |
| Quanta Services Inc | COM | $5.4M | 7,443 | — | 74762E102 |
| Eli Lilly and Company | COM | $4.8M | 3,987 | — | 532457108 |
| Analog Devices Inc | COM | $4.7M | 11,932 | — | 032654105 |
| Apple Inc | COM | $4.6M | 15,813 | — | 037833100 |
| JPMorgan Chase & Co | COM | $4.4M | 13,476 | — | 46625H100 |
| Costco Wholesale Corp | COM | $4M | 4,244 | — | 22160K105 |
| Trane Technologies plc | COM | $3.7M | 7,618 | — | G8994E103 |
| United Rentals Inc | COM | $3.6M | 3,196 | — | 911363109 |
| Meta Platforms Inc | COM | $3.3M | 5,815 | — | 30303M102 |
| Amazon.com Inc | COM | $2.8M | 11,769 | — | 023135106 |
| Visa Inc | COM | $2.7M | 7,810 | — | 92826C839 |
| Wells Fargo & Company | COM | $2.4M | 29,328 | — | 949746101 |
| BlackRock Inc | COM | $2.3M | 2,392 | — | 09290D101 |
| Schwab Charles Corp | COM | $2.3M | 24,598 | — | 808513105 |
| Targa Resources Corp | COM | $2.2M | 8,333 | — | 87612G101 |
| Arista Networks Inc | COM | $2.2M | 13,108 | — | 040413205 |
| Oracle Corp | COM | $2.1M | 14,585 | — | 68389X105 |
| Palo Alto Networks | COM | $2.1M | 6,185 | — | 697435105 |
| KLA Corp | COM | $2M | 6,517 | — | 482480100 |
| General Dynamics Corp | COM | $1.8M | 5,106 | — | 369550108 |
| S&P Global Inc | COM | $1.7M | 4,124 | — | 78409V104 |
| Snowflake Inc | COM | $1.6M | 6,448 | — | 833445109 |
| Dell Technologies Inc | COM | $1.4M | 3,341 | — | 24703L202 |
| Microsoft Corp | COM | $1.4M | 3,761 | — | 594918104 |
| New York Times Co | COM | $1.4M | 19,719 | — | 650111107 |
| Broadcom Inc | COM | $1.4M | 3,645 | — | 11135F101 |
| Lam Research Corp | COM | $1.3M | 3,104 | — | 512807306 |
| Constellation Energy Corp | COM | $1.3M | 5,248 | — | 21037T109 |
| DexCom Inc | COM | $1.2M | 17,876 | — | 252131107 |
| American Express Co | COM | $1.2M | 3,466 | — | 025816109 |
| GE Aerospace | COM | $1.1M | 3,067 | — | 369604301 |
| ExxonMobil Holdings Corp | COM | $1.1M | 7,893 | — | 30233Q108 |
| Uber Technologies Inc | COM | $963.3K | 13,350 | — | 90353T100 |
| TJX Companies | COM | $962.6K | 6,354 | — | 872540109 |
| DoorDash Inc | COM | $957.3K | 5,188 | — | 25809K105 |
| iShares Russell 1000 Grw ETF | COM | $917.6K | 7,390 | — | 464287614 |
| Bank of New York Mellon Corp | COM | $883.9K | 6,112 | — | 064058100 |
| Walmart Inc | COM | $880.4K | 7,773 | — | 931142103 |
| Johnson & Johnson | COM | $792.4K | 3,120 | — | 478160104 |
| Mastercard Inc | COM | $781.8K | 1,522 | — | 57636Q104 |
| Marvell Technology Inc | COM | $705.4K | 2,368 | — | 573874104 |
| Parker-Hannifin Corp | COM | $668.1K | 683 | — | 701094104 |
| Howmet Aerospace Inc | COM | $654.9K | 2,436 | — | 443201108 |
| Taiwan Semiconductor Manufactu | COM | $639.9K | 1,340 | — | 874039100 |
| iShares 3-7 Yr Treasury Bond E | COM | $626.9K | 5,338 | — | 464288661 |
| Texas Instruments Inc | COM | $620.9K | 2,083 | — | 882508104 |
| Invesco S&P 500 Quality ETF | COM | $606K | 6,726 | — | 46137V241 |
| State Street Corporation | COM | $583.1K | 3,438 | — | 857477103 |
| Amgen Inc | COM | $567.4K | 1,567 | — | 031162100 |
| Duke Energy Corp | COM | $563K | 4,448 | — | 26441C204 |
| Corning Inc | COM | $534.9K | 2,094 | — | 219350105 |
| Nasdaq Inc | COM | $511.5K | 6,490 | — | 631103108 |
| Ecolab Inc | COM | $505.7K | 1,815 | — | 278865100 |
| International Business Machine | COM | $504.2K | 1,793 | — | 459200101 |
| The Southern Company | COM | $500.6K | 5,230 | — | 842587107 |
| iShares MSCI EAFE ETF | COM | $482.5K | 4,645 | — | 464287465 |
| IShares Floating Rate Bond ETF | COM | $480.6K | 9,414 | — | 46429B655 |
| Atmos Energy Corp | COM | $475.1K | 2,758 | — | 049560105 |
| Doubleline ETF Trust-Mortgage | COM | $474.9K | 9,674 | — | 25861R402 |
| Vanguard Short-Term Bd ETF | COM | $474.6K | 6,091 | — | 921937827 |
| McKesson Corp | COM | $472.3K | 625 | — | 58155Q103 |
| Bondbloxx 1-5 Year Corporate B | COM | $465.3K | 9,116 | — | 09789C754 |
| Thermo Fisher Scientific | COM | $465.3K | 928 | — | 883556102 |
| Vanguard Interm-Tm Corp Bd Idx | COM | $457.5K | 5,535 | — | 92206C870 |
| iShares Russell 2000 Index ETF | COM | $433.2K | 1,442 | — | 464287655 |
| Bondbloxx Bloomberg Six Mth Ta | COM | $419.7K | 8,344 | — | 09789C788 |
| Raymond James Financial Inc | COM | $414K | 2,723 | — | 754730109 |
| Danaher Corp | COM | $399.6K | 2,098 | — | 235851102 |
| Invesco Preferred ETF | COM | $399.3K | 36,834 | — | 46138E511 |
| Cisco Systems Inc | COM | $395.4K | 3,366 | — | 17275R102 |
| Netflix Inc | COM | $378.3K | 5,298 | — | 64110L106 |
| Caterpillar Inc | COM | $351.4K | 330 | — | 149123101 |
| iShares Core S&P 500 | COM | $347.5K | 464 | — | 464287200 |
| Verizon Communications Inc | COM | $340.9K | 8,052 | — | 92343V104 |
| Robinhood Markets | COM | $333.6K | 3,327 | — | 770700102 |
| Nucor Corp | COM | $327.4K | 1,470 | — | 670346105 |
| US Bancorp | COM | $316.1K | 5,233 | — | 902973304 |
| International Paper Co | COM | $315.7K | 8,285 | — | 460146103 |
| Norfolk Southern Corp | COM | $314.6K | 1,000 | — | 655844108 |
| RTX Corporation | COM | $309.3K | 1,630 | — | 75513E101 |
| Morgan Stanley | COM | $305.2K | 1,460 | — | 617446448 |
| Schwab US Dividend Equity ETF | COM | $287.8K | 9,077 | — | 808524797 |
| Emerson Elec Co | COM | $287.7K | 2,010 | — | 291011104 |
| Union Pacific Corp | COM | $285.6K | 1,050 | — | 907818108 |
| Marriott International | COM | $270.5K | 730 | — | 571903202 |
| The Procter & Gamble Co | COM | $265.1K | 1,808 | — | 742718109 |
| Accenture plc | COM | $263.2K | 2,115 | — | G1151C101 |
| Air Prods & Chems Inc | COM | $262.4K | 895 | — | 009158106 |
| Illinois Tool Wks Inc | COM | $256.1K | 947 | — | 452308109 |
| Waste Management Inc | COM | $254.3K | 1,141 | — | 94106L109 |
| Home Depot Inc | COM | $253.9K | 720 | — | 437076102 |
| Becton Dickinson & Co | COM | $239.1K | 1,580 | — | 075887109 |
| Abbott Labs | COM | $238.1K | 2,623 | — | 002824100 |
| American Twr Corp-REIT | COM | $234.7K | 1,435 | — | 03027X100 |
| Stryker Corp | COM | $233.6K | 742 | — | 863667101 |
| The Walt Disney Co | COM | $230.5K | 2,395 | — | 254687106 |
| Ameriprise Financial Inc | COM | $221.6K | 483 | — | 03076C106 |
| NetApp Inc | COM | $216.8K | 1,401 | — | 64110D104 |
| CSX Corp | COM | $209K | 4,397 | — | 126408103 |
| Enbridge Inc | COM | $204.7K | 3,776 | — | 29250N105 |
| Phillips 66 | COM | $203.4K | 1,203 | — | 718546104 |
| Bank of America Corp | COM | $200.7K | 3,522 | — | 060505104 |
| Kimco Realty Corp | COM | $200.2K | 7,896 | — | 49446R109 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-31