Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Applied Materials Inc.COM | COM | $7.61M | 5.9% |
| Nvidia Corp.COM | COM | $5.56M | 4.3% |
| Alphabet Inc.COM | COM | $5.49M | 4.2% |
| Quanta Services Inc.COM | COM | $5.36M | 4.1% |
| Eli Lilly And CompanyCOM | COM | $4.78M | 3.7% |
| Analog Devices Inc.COM | COM | $4.74M | 3.6% |
| Apple Inc.COM | COM | $4.58M | 3.5% |
| JPMORGAN Chase & CoCOM | COM | $4.41M | 3.4% |
| Costco Wholesale Corp.COM | COM | $3.97M | 3.1% |
| Trane Technologies PLCCOM | COM | $3.74M | 2.9% |
| United Rentals Inc.COM | COM | $3.62M | 2.8% |
| Meta Platforms Inc.COM | COM | $3.28M | 2.5% |
| Amazon.com Inc.COM | COM | $2.81M | 2.2% |
| Visa Inc.COM | COM | $2.68M | 2.1% |
| Wells Fargo & CompanyCOM | COM | $2.42M | 1.9% |
| Blackrock Inc.COM | COM | $2.3M | 1.8% |
| Schwab Charles Corp.COM | COM | $2.27M | 1.7% |
| Targa Resources Corp.COM | COM | $2.23M | 1.7% |
| Arista Networks Inc.COM | COM | $2.23M | 1.7% |
| Oracle Corp.COM | COM | $2.14M | 1.6% |
| Palo Alto NetworksCOM | COM | $2.11M | 1.6% |
| KLA Corp.COM | COM | $1.97M | 1.5% |
| General Dynamics Corp.COM | COM | $1.81M | 1.4% |
| S&P Global Inc.COM | COM | $1.68M | 1.3% |
| Snowflake Inc.COM | COM | $1.64M | 1.3% |
| Dell Technologies Inc.COM | COM | $1.44M | 1.1% |
| Microsoft Corp.COM | COM | $1.4M | 1.1% |
| New York Times CoCOM | COM | $1.38M | 1.1% |
| Broadcom Inc.COM | COM | $1.38M | 1.1% |
| Lam Research Corp.COM | COM | $1.35M | 1.0% |
| Constellation Energy Corp.COM | COM | $1.3M | 1.0% |
| Dexcom Inc.COM | COM | $1.2M | 0.9% |
| American Express CoCOM | COM | $1.17M | 0.9% |
| GE AerospaceCOM | COM | $1.15M | 0.9% |
| Exxonmobil Holdings Corp.COM | COM | $1.08M | 0.8% |
| Uber Technologies Inc.COM | COM | $963K | 0.7% |
| TJX CompaniesCOM | COM | $963K | 0.7% |
| Doordash Inc.COM | COM | $957K | 0.7% |
| iShares Russell 1000 Grw ETFCOM | COM | $918K | 0.7% |
| Bank Of New York Mellon Corp.COM | COM | $884K | 0.7% |
| Walmart Inc.COM | COM | $880K | 0.7% |
| Johnson & JohnsonCOM | COM | $792K | 0.6% |
| Mastercard Inc.COM | COM | $782K | 0.6% |
| Marvell Technology Inc.COM | COM | $705K | 0.5% |
| Parker-hannifin Corp.COM | COM | $668K | 0.5% |
| Howmet Aerospace Inc.COM | COM | $655K | 0.5% |
| Taiwan Semiconductor ManufactuCOM | COM | $640K | 0.5% |
| iShares 3-7 Yr Treasury Bond ECOM | COM | $627K | 0.5% |
| Texas Instruments Inc.COM | COM | $621K | 0.5% |
| Invesco S&P 500 Quality ETFCOM | COM | $606K | 0.5% |
- Class
- COM
- Share
- 5.9%
- Class
- COM
- Share
- 4.3%
- Class
- COM
- Share
- 4.2%
- Class
- COM
- Share
- 4.1%
- Class
- COM
- Share
- 3.7%
- Class
- COM
- Share
- 3.6%
- Class
- COM
- Share
- 3.5%
- Class
- COM
- Share
- 3.4%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 2.9%
- Class
- COM
- Share
- 2.8%
- Class
- COM
- Share
- 2.5%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 1.9%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 106 positions by value, with holdings of the same security combined. The 106 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 7195
- File number
- 028-00542
- Options
- 0 call, 0 put
- In the 25 largest
- 65.8%
- Prior quarter
- $112M at 31 March 2026
- Positions opened
- 9
- Positions closed
- 5
Common questions
What are Argus Investors' Counsel’s 13F holdings worth?
$130 million across 106 positions for the quarter ended 30 June 2026.
What is Argus Investors' Counsel’s largest 13F holding?
Applied Materials Inc (COM) was the largest position at $7.61 million, or 5.9% of reported 13F value, as of 30 June 2026.
How concentrated is Argus Investors' Counsel’s 13F portfolio?
The ten largest positions accounted for 38.7% of reported value and the twenty-five largest for 65.8%, across 106 positions as of 30 June 2026.
Does Form 13F show everything Argus Investors' Counsel manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Argus Investors' Counsel file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.