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Argyle Capital Partners, LLC — 13F Holdings & Portfolio

CIK 2079995 · latest 13F-HR filed 2026-08-07

Backtest portfolio

Argyle Capital Partners, LLC manages $158.7M in 13F-reported U.S. long-equity assets across 285 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (5.16%), MSFT (2.54%), AMZN (2.03%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 25 new positions and exited 8; 94 existing positions rose in reported value and 22 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$158.7M

Long-equity book

Holdings
285

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+25 / −8 / ↑94 / ↓22

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL5.7% · +2%IWD2.8% · +0%MSFT2.7% · +6%IWF2.5% · +303%AMZN2.2% · +4%LQD1.9% · -6%XBI1.9% · -1%IJR1.9% · -4%NVDA1.7% · +8%BRK.B1.7% · +7%AMJB1.6% · +6%IDV1.6% · +2%IGV1.5% · +31%ABBV1.5% · +5%GOOGL1.4% · -2%JPM1.4% · -0%SHY1.4% · -12%VWO1.3% · -6%TLT1.2% · +4%EPD1.2% · +1%MPLX1.2% · +24%SPY1.2% · -8%DUHP1.1% · -0%WMB1.1% · +6%AMGN1.1% · +6%OKE1.1% · +3%NFLX1.0% · +38%CRWD1.0% · -4%PH1.0% · +2%GOOG1.0% · +6%FVD1.0% · +6%ET0.9% · +9%CGMS0.9% · +7%SMH0.9% · +14%V0.8% · +1%WSM0.8% · 0%META0.8% · +22%AMP0.8% · 0%FPE0.8% · -4%QCOM0.7% · +3%DVY0.7% · 0%CVX0.7% · +7%JEPI0.7% · +18%DHR0.7% · +5%GDX0.7% · -2%EEM0.7% · +6%XLU0.7% · +17%IYW0.6% · +8%MLM0.6% · 0%VEA0.6% · -1%HYG0.6% · +0%DE0.6% · +6%COST0.6% · +14%MCHP0.6% · 0%CMF0.6% · -0%HESM0.6% · +10%JCI0.5% · 0%XLE0.5% · +6%RTX0.5% · +22%OSK0.5% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 24.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 26, 2026.

Assets Under Management
$355.7M
Discretionary
$355.7M
Employees
3
Accounts
136
Address
3701 CORPORATE PARKWAY
SUITE 140
CENTER VALLEY, PA 18034
Phone
(610) 997-3777
Website
Name Title / Status Ownership Type
Eichenlaub, Theodore, Edward ControlPARTNER/CHIEF COMPLIANCE OFFICER
since Sep 2024
25–50%Individual
MILLER, PETER, KINSLEY ControlMANAGING PARTNER/CHIEF INVESTMENT OFFICER
since Sep 2024
25–50%Individual
Miller, James, McPhersonPARTNER
since Sep 2024
10–25%Individual
RESCH, MATTHEW, THOMASPARTNER
since Sep 2024
10–25%Individual
RESCH, MICHAEL, EPARTNER
since Sep 2024
10–25%Individual
Ownership & leadership changes · 2 filings with changes since Mar 28, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Oct 29, 2024 filing
  • No longer listedMILLER, III, JAMES, MACPHERSON · PRESIDENT/CHIEF COMPLIANCE OFFICER · 75% or more · control person · listed since Oct 1983
  • AddedEichenlaub, Theodore, Edward · PARTNER/CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • AddedMILLER, PETER, KINSLEY · MANAGING PARTNER/CHIEF INVESTMENT OFFICER · 25–50% · control person
  • AddedMiller, James, McPherson · PARTNER · 10–25%
  • AddedRESCH, MATTHEW, THOMAS · PARTNER · 10–25%
  • AddedRESCH, MICHAEL, E · PARTNER · 10–25%
Mar 29, 2023 filing
  • No longer listedDONCHES, MARGARET, MARY · VICE PRESIDENT · 10–25% · listed since Oct 1983
Mar 28, 2012 filing (earliest on record)
  • ListedDONCHES, MARGARET, MARY · VICE PRESIDENT · 10–25%
  • ListedMILLER, III, JAMES, MACPHERSON · PRESIDENT/CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 94 →

Top Trims

Show all 22 →

New Positions

Show all 25 →

Exited Positions

Show all 8 →

Argyle Capital Partners, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $8.2M 5.16% 28,323 SH
2 MICROSOFT CORP MSFT 594918104 $4.0M 2.54% 10,792 SH
3 AMAZON COM INC AMZN 023135106 $3.2M 2.03% 13,521 SH
4 ISHARES TR IWD 464287598 $3.2M 2.03% 13,284 SH
5 NVIDIA CORPORATION NVDA 67066G104 $2.6M 1.64% 13,032 SH
6 ISHARES TR IWF 464287614 $2.6M 1.63% 20,850 SH
7 SPDR SERIES TRUST XBI 78464A870 $2.5M 1.60% 16,009 SH
8 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.4M 1.53% 4,849 SH
9 ISHARES TR IJR 464287804 $2.3M 1.47% 15,687 SH
10 ALPHABET INC GOOGL 02079K305 $2.3M 1.44% 6,391 SH
11 ABBVIE INC ABBV 00287Y109 $2.2M 1.41% 8,882 SH
12 JPMORGAN CHASE & CO JPM 46625H100 $2.2M 1.41% 6,817 SH
13 ISHARES TR LQD 464287242 $2.0M 1.24% 18,047 SH
14 ISHARES TR IGV 464287515 $1.9M 1.20% 20,995 SH
15 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.9M 1.18% 31,285 SH
16 DIMENSIONAL ETF TRUST DUHP 25434V831 $1.8M 1.14% 43,544 SH
17 AMGEN INC AMGN 031162100 $1.7M 1.09% 4,758 SH
18 ENTERPRISE PRODS PARTNERS L EPD 293792107 $1.7M 1.07% 46,059 SH
19 ISHARES TR SHY 464287457 $1.7M 1.06% 20,465 SH
20 MPLX LP MPLX 55336V100 $1.7M 1.05% 29,677 SH
21 WILLIAMS COS INC WMB 969457100 $1.7M 1.05% 22,448 SH
22 JPMORGAN CHASE FINL CO LLC AMJB 48133Q309 $1.6M 1.01% 46,558 SH
23 ISHARES TR TLT 464287432 $1.6M 0.99% 18,189 SH
24 PARKER-HANNIFIN CORP PH 701094104 $1.6M 0.98% 1,590 SH
25 ONEOK INC NEW OKE 682680103 $1.5M 0.93% 16,991 SH
26 NETFLIX INC. NFLX 64110L106 $1.5M 0.93% 20,565 SH
27 ALPHABET INC GOOG 02079K107 $1.5M 0.92% 4,148 SH
28 CROWDSTRIKE HLDGS INC CRWD 22788C105 $1.4M 0.91% 1,899 SH
29 CAPITAL GRP FIXED INCM ETF T CGMS 14020Y300 $1.4M 0.90% 52,545 SH
30 ISHARES TR IWF 464287614 $1.4M 0.88% 11,253 SH
31 ISHARES TR IDV 464288448 $1.4M 0.88% 33,683 SH
32 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.3M 0.85% 1,806 SH
33 ENERGY TRANSFER L P ET 29273V100 $1.3M 0.83% 68,890 SH
34 VISA INC V 92826C839 $1.3M 0.81% 3,755 SH
35 WILLIAMS SONOMA INC WSM 969904101 $1.3M 0.81% 5,524 SH
36 AMERIPRISE FINL INC AMP 03076C106 $1.2M 0.78% 2,685 SH
37 ISHARES TR IWD 464287598 $1.2M 0.76% 4,982 SH
38 QUALCOMM INC QCOM 747525103 $1.2M 0.74% 6,378 SH
39 META PLATFORMS INC META 30303M102 $1.2M 0.74% 2,079 SH
40 VANECK ETF TRUST SMH 92189F676 $1.1M 0.72% 1,742 SH
41 DANAHER CORP DEL DHR 235851102 $1.1M 0.71% 5,948 SH
42 ISHARES TR IDV 464288448 $1.1M 0.70% 26,740 SH
43 CHEVRON CORPORATION CVX 166764100 $1.1M 0.68% 6,554 SH
44 VANECK ETF TRUST GDX 92189F106 $1.1M 0.68% 14,283 SH
45 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $1.1M 0.67% 18,798 SH
46 ISHARES TR LQD 464287242 $1.1M 0.67% 9,690 SH
47 MARTIN MARIETTA MATLS INC MLM 573284106 $981.5K 0.62% 1,702 SH
48 JPMORGAN CHASE FINL CO LLC AMJB 48133Q309 $970.7K 0.61% 28,144 SH
49 VANGUARD TAX-MANAGED FDS VEA 921943858 $967.6K 0.61% 13,580 SH
50 ISHARES TR DVY 464287168 $952.6K 0.60% 6,094 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $158.7M 285 0002079995-26-000003
2026-03-31 2026-05-07 $138.8M 187 0002079995-26-000002
2025-12-31 2026-02-17 $136.9M 181 0002079995-26-000001
Filer Information
Address
1925 CENTURY PARK EAST
SUITE 1140
LOS ANGELES, CA 90067
Phone
(310) 772-2206
Filing Manager
Argyle Capital Partners, LLC
LOS ANGELES, CA
Signatory
Adam Scott
Managing Member/ Chief Compliance Officer