Argus Investors' Counsel, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, Argus Investors' Counsel, Inc. disclosed 106 stock positions valued at approximately $128.64M as of quarter-end September 30, 2026. The largest holdings include Nvidia Corp, Applied Materials Inc, and Alphabet Inc.
- Report Period
- September 30, 2026
- No. of Stocks
- 106
- Portfolio Value
- $128.64M
Holdings by Sector
Argus Investors' Counsel, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | Technology | 4.93% | 27,795 | -4 | -0.01% | $6,347,760 |
| Applied Materials Inc | AMAT | Technology | 4.14% | 10,403 | -125 | -1.19% | $5,319,894 |
| Alphabet Inc | GOOGL | Communication Services | 4.12% | 15,396 | +40 | +0.26% | $5,297,605 |
| Apple Inc | AAPL | Technology | 4.10% | 15,819 | +6 | +0.04% | $5,268,149 |
| Analog Devices Inc | ADI | Technology | 3.67% | 11,909 | -23 | -0.19% | $4,724,308 |
| Quanta Services Inc | PWR | Industrials | 3.62% | 7,253 | -190 | -2.55% | $4,660,000 |
| Eli Lilly and Company | LLY | Healthcare | 3.61% | 4,011 | +24 | +0.60% | $4,640,742 |
| JPMorgan Chase & Co | JPM | Financial Services | 3.46% | 13,461 | -15 | -0.11% | $4,453,172 |
| Meta Platforms Inc | META | Communication Services | 3.25% | 5,761 | -54 | -0.93% | $4,177,585 |
| Costco Wholesale Corp | COST | Consumer Defensive | 3.01% | 4,252 | +8 | +0.19% | $3,870,384 |
| Trane Technologies plc | TT | Industrials | 2.68% | 7,637 | +19 | +0.25% | $3,451,875 |
| United Rentals Inc | URI | Industrials | 2.47% | 3,177 | -19 | -0.59% | $3,179,113 |
| Amazon.com Inc | AMZN | Consumer Cyclical | 2.28% | 11,795 | +26 | +0.22% | $2,938,818 |
| Visa Inc | V | Financial Services | 2.17% | 7,755 | -55 | -0.70% | $2,786,585 |
| Arista Networks Inc | ANET | Technology | 2.06% | 13,026 | -82 | -0.63% | $2,651,963 |
| Robinhood Markets | HOOD | Financial Services | 1.96% | 22,394 | +19,067 | +573.10% | $2,519,325 |
| BlackRock Inc | BLK | Financial Services | 1.95% | 2,374 | -18 | -0.75% | $2,512,731 |
| Palo Alto Networks | PANW | Technology | 1.90% | 6,162 | -23 | -0.37% | $2,448,224 |
| Wells Fargo & Company | WFC | Financial Services | 1.81% | 29,151 | -177 | -0.60% | $2,333,549 |
| Targa Resources Corp | TRGP | Energy | 1.74% | 8,283 | -50 | -0.60% | $2,239,108 |
| Snowflake Inc | SNOW | Technology | 1.69% | 6,420 | -28 | -0.43% | $2,179,975 |
| Taiwan Semiconductor Manufactu | TSM | Technology | 1.62% | 4,571 | +3,231 | +241.12% | $2,085,244 |
| Microsoft Corp | MSFT | Technology | 1.53% | 3,831 | +70 | +1.86% | $1,965,133 |
| Dell Technologies Inc | DELL | Technology | 1.49% | 3,568 | +227 | +6.79% | $1,919,415 |
| General Dynamics Corp | GD | Industrials | 1.32% | 5,106 | - | - | $1,694,362 |
| DexCom Inc | DXCM | Healthcare | 1.20% | 17,846 | -30 | -0.17% | $1,539,931 |
| S&P Global Inc | SPGI | Financial Services | 1.17% | 3,805 | -319 | -7.74% | $1,500,987 |
| Broadcom Inc | AVGO | Technology | 1.02% | 3,751 | +106 | +2.91% | $1,317,336 |
| KLA Corp | KLAC | Technology | 1.01% | 6,637 | +120 | +1.84% | $1,293,750 |
| ExxonMobil Holdings Corp | XOM | Energy | 1.00% | 7,873 | -20 | -0.25% | $1,281,392 |
Showing 30 of 106 holdings in the latest reporting period.