Argus Investors' Counsel, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Argus Investors' Counsel, Inc. disclosed 103 stock positions valued at approximately $129.87M as of quarter-end June 30, 2026. The largest holdings include Applied Materials Inc, Nvidia Corp, and Alphabet Inc.
- Report Period
- June 30, 2026
- No. of Stocks
- 103
- Portfolio Value
- $129.87M
Holdings by Sector
Argus Investors' Counsel, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Applied Materials Inc | AMAT | Technology | 5.86% | 10,528 | -310 | -2.86% | $7,611,756 |
| Nvidia Corp | NVDA | Technology | 4.28% | 27,799 | -675 | -2.37% | $5,562,247 |
| Alphabet Inc | GOOGL | Communication Services | 4.23% | 15,356 | -545 | -3.43% | $5,487,929 |
| Quanta Services Inc | PWR | Industrials | 4.13% | 7,443 | -313 | -4.04% | $5,359,117 |
| Eli Lilly and Company | LLY | Healthcare | 3.68% | 3,987 | -76 | -1.87% | $4,781,811 |
| Analog Devices Inc | ADI | Technology | 3.65% | 11,932 | -358 | -2.91% | $4,738,921 |
| Apple Inc | AAPL | Technology | 3.52% | 15,813 | -570 | -3.48% | $4,575,742 |
| JPMorgan Chase & Co | JPM | Financial Services | 3.40% | 13,476 | -347 | -2.51% | $4,410,970 |
| Costco Wholesale Corp | COST | Consumer Defensive | 3.06% | 4,244 | -99 | -2.28% | $3,969,743 |
| Trane Technologies plc | TT | Other | 2.88% | 7,618 | -197 | -2.52% | $3,741,769 |
| United Rentals Inc | URI | Industrials | 2.79% | 3,196 | -95 | -2.89% | $3,620,303 |
| Meta Platforms Inc | META | Communication Services | 2.52% | 5,815 | -152 | -2.55% | $3,275,394 |
| Amazon.com Inc | AMZN | Consumer Cyclical | 2.16% | 11,769 | -322 | -2.66% | $2,805,113 |
| Visa Inc | V | Financial Services | 2.06% | 7,810 | -243 | -3.02% | $2,679,515 |
| Wells Fargo & Company | WFC | Financial Services | 1.87% | 29,328 | -1,027 | -3.38% | $2,423,677 |
| BlackRock Inc | BLK | Other | 1.77% | 2,392 | -57 | -2.33% | $2,300,327 |
| Schwab Charles Corp | SCHW | Financial Services | 1.75% | 24,598 | -3,309 | -11.86% | $2,269,695 |
| Targa Resources Corp | TRGP | Energy | 1.72% | 8,333 | -42 | -0.50% | $2,234,401 |
| Arista Networks Inc | ANET | Other | 1.71% | 13,108 | -350 | -2.60% | $2,226,787 |
| Oracle Corp | ORCL | Technology | 1.65% | 14,585 | -405 | -2.70% | $2,137,361 |
| Palo Alto Networks | PANW | Technology | 1.62% | 6,185 | -231 | -3.60% | $2,109,209 |
| KLA Corp | KLAC | Technology | 1.51% | 6,517 | +5,833 | +852.78% | $1,966,244 |
| General Dynamics Corp | GD | Industrials | 1.39% | 5,106 | -87 | -1.68% | $1,808,771 |
| S&P Global Inc | SPGI | Financial Services | 1.29% | 4,124 | -101 | -2.39% | $1,679,570 |
| Snowflake Inc | SNOW | Technology | 1.26% | 6,448 | -162 | -2.45% | $1,641,016 |
| Dell Technologies Inc | DELL | Technology | 1.11% | 3,341 | +3,341 | +100.00% | $1,441,508 |
| Microsoft Corp | MSFT | Technology | 1.08% | 3,761 | -17 | -0.45% | $1,403,083 |
| New York Times Co | NYT | Communication Services | 1.06% | 19,719 | +1,392 | +7.60% | $1,379,949 |
| Broadcom Inc | AVGO | Technology | 1.06% | 3,645 | -32 | -0.87% | $1,376,899 |
| Lam Research Corp | LRCX | Other | 1.04% | 3,104 | -23 | -0.74% | $1,345,056 |
Showing 30 of 103 holdings in the latest reporting period.