Argyle Capital Management LLC Portfolio Shifts in Q2 2026

Argyle Capital Management, Llc's portfolio underwent several changes during the quarter ending June 30, 2026. The firm demonstrated selective buying and selling activities across various sectors.

Purchasing Activity: Argyle Capital Management showed interest in specific areas this quarter. Notably, they increased their stake in Abbott Labs, adding 4660 shares and boosting the position by a significant 119.33%. Another purchase was made in Vanguard Index Fds (VUG), where they acquired an additional 2712 shares, resulting in a 100% increase for the quarter and adding this ETF to their holdings. The firm also bought shares of Amcor PLC (G0250X107), increasing the position by 20.08% or 3950 shares, and added to Kimberly Clark Corp (KMB) with a 39.82% increase (2910 shares). Furthermore, they acquired positions in Pfizer Inc (PFE) adding just over 6 thousand shares (4957), and increased holdings of utility stocks like PPL Corp (PPL). The investor's website provides more details on their operations: Argyle Capital Management, Llc.

Selling Activity: Among the changes observed by Argyle Capital Management during this period was a notable reduction in their Technology sector holdings. They sold 14350 shares of Intel Corp (INTC) and decreased their position at the company by -12.24%. Similarly, they shed some Cisco Systems Inc (CSCO) stock, reducing the holding count by 512 or -0.66% for the quarter.

Other Changes: The investor also adjusted their holdings in other sectors during Q2 2026. They sold shares of McKesson Corp (MCK) resulting in a -50 share reduction and a portfolio allocation change from previous levels, though the position still remains significant at over 100k shares. Additionally, they sold Amcor PLC (G0250X107) during this period.

No Activity Disclosed: For certain sectors and specific holdings, no change information is provided in the filing. This includes XNDA, XLY, among others.

Overall, Argyle Capital Management's portfolio adjustments in Q2 2026 reflect a strategic shift away from large-cap Technology stocks and towards specific Healthcare companies like Abbott Labs (ABT) and Pfizer Inc (PFE), as well as other sectors including Consumer Defensive with Kimberly Clark Corp (KMB). The firm's website offers further insights into their investment strategy: Argyle Capital Management, Llc.