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ARGUS INVESTORS' COUNSEL, INC. — 13F Holdings & Portfolio

CIK 7195 · latest 13F-HR filed 2026-10-09

Backtest portfolio

ARGUS INVESTORS' COUNSEL, INC. manages $128.6M in 13F-reported U.S. long-equity assets across 106 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are NVDA (4.93%), AMAT (4.14%), GOOGL (4.12%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 9 new positions and exited 9; 29 existing positions rose in reported value and 30 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
$128.6M

Long-equity book

Holdings
106

Distinct positions

Period
2026-09-30

Filed 2026-10-09

Q/Q Activity
+9 / −9 / ↑29 / ↓30

vs 2026-06-30

Portfolio charts

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

Portfolio map

Q3 26
NVDA4.9% · -0%AMAT4.1% · -1%GOOGL4.1% · +0%AAPL4.1% · 0%ADI3.7% · -0%PWR3.6% · -3%LLY3.6% · +1%JPM3.5% · -0%META3.2% · -1%COST3.0% · +0%TT2.7% · +0%URI2.5% · -1%AMZN2.3% · +0%V2.2% · -1%ANET2.1% · -1%HOOD2.0% · +573%BLK2.0% · -1%PANW1.9% · -0%WFC1.8% · -1%TRGP1.7% · -1%SNOW1.7% · -0%TSM1.6% · +241%MSFT1.5% · +2%DELL1.5% · +7%GD1.3% · 0%DXCM1.2% · -0%SPGI1.2% · -8%AVGO1.0% · +3%KLAC1.0% · +2%XOM1.0% · -0%NYT1.0% · -0%BKNG0.8% · newAXP0.8% · -2%GE0.8% · +5%LRCX0.8% · -2%DASH0.7% · -1%UBER0.7% · +3%IWF0.7% · -2%JNJ0.7% · +7%MA0.7% · +5%BNY0.7% · newTJX0.7% · -0%AMGN0.5% · 0%PH0.5% · -2%NDAQ0.5% · +6%TMO0.5% · -1%IEI0.5% · +1%SPHQ0.5% · +5%STT0.5% · -1%TXN0.4% · -2%GEV0.4% · newHWM0.4% · -1%MCK0.4% · -0%MRVL0.4% · -18%CEG0.4% · -62%DUK0.4% · 0%EFA0.4% · +2%FLOT0.4% · 0%MBSF0.4% · newDMBS0.4% · +4%

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

Q2 26 → Q3 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

4 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 = 37.9%

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

Firm Profile & Key People

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

Assets Under Management
$137.3M
Discretionary
$137.3M
Employees
8
Accounts
285
Address
61 BROADWAY
SUITE 1910
NEW YORK, NY 10006-2761
Phone
(212) 425-7500
Website
Name Title / Status Ownership Type
THE ARGUS RESEARCH GROUP, INC. ControlPARENT COMPANY
since Nov 1983
75% or moreDomestic Entity
HEAL, KEVIN, MICHAELMANAGING DIRECTOR AND CCO
since Jan 2025
Less than 5%Individual
Ownership & leadership changes · 5 filings with changes since Feb 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.

Jan 22, 2026 filing
  • No longer listedCOLEMAN, DARYL, D · DIRECTOR · Less than 5% · control person · listed since Jul 1991
Jan 23, 2025 filing
  • No longer listedWAGONER, SHARON, D · CHAIRMAN, PRESIDENT, SECRETARY AND DIRECTOR · Less than 5% · control person · listed since Jul 1991
  • ChangedHEAL, KEVIN, MICHAEL · title CCO → MANAGING DIRECTOR AND CCO
Jan 8, 2019 filing
  • No longer listedTANDLICH, SETH, J. · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jan 2015
  • AddedHEAL, KEVIN, MICHAEL · CCO · Less than 5%
Jan 25, 2018 filing
  • No longer listedDORSEY, FERN, LYNETTE · TREASURER AND DIRECTOR · Less than 5% · control person · listed since Jul 1991
Jan 28, 2015 filing
  • No longer listedDORSEY, JOSEPH, FOSTER · DIRECTOR · Less than 5% · control person · listed since Oct 1960
  • AddedCOLEMAN, DARYL, D · DIRECTOR · Less than 5% · control person
  • AddedTANDLICH, SETH, J. · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedWAGONER, SHARON, D · title CHAIRMAN, PRESIDENT, SECRETARY, DIRECTOR AND CHIEF COMPLIANCE OFFICER → CHAIRMAN, PRESIDENT, SECRETARY AND DIRECTOR
Feb 28, 2012 filing (earliest on record)
  • ListedDORSEY, FERN, LYNETTE · TREASURER AND DIRECTOR · Less than 5% · control person
  • ListedDORSEY, JOSEPH, FOSTER · DIRECTOR · Less than 5% · control person
  • ListedTHE ARGUS RESEARCH GROUP, INC. · PARENT COMPANY · 75% or more · control person
  • ListedWAGONER, SHARON, D · CHAIRMAN, PRESIDENT, SECRETARY, DIRECTOR AND CHIEF COMPLIANCE OFFICER · Less than 5% · 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 29 →

Top Trims

Show all 30 →

New Positions

Show all 9 →

Exited Positions

Show all 9 →

ARGUS INVESTORS' COUNSEL, INC. Holdings (2026-09-30)

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 Nvidia Corp NVDA 67066G104 $6.3M 4.93% 27,795 SH
2 Applied Materials Inc AMAT 038222105 $5.3M 4.14% 10,403 SH
3 Alphabet Inc GOOGL 02079K305 $5.3M 4.12% 15,396 SH
4 Apple Inc AAPL 037833100 $5.3M 4.10% 15,819 SH
5 Analog Devices Inc ADI 032654105 $4.7M 3.67% 11,909 SH
6 Quanta Services Inc PWR 74762E102 $4.7M 3.62% 7,253 SH
7 Eli Lilly and Company LLY 532457108 $4.6M 3.61% 4,011 SH
8 JPMorgan Chase & Co JPM 46625H100 $4.5M 3.46% 13,461 SH
9 Meta Platforms Inc META 30303M102 $4.2M 3.25% 5,761 SH
10 Costco Wholesale Corp COST 22160K105 $3.9M 3.01% 4,252 SH
11 Trane Technologies plc TT G8994E103 $3.5M 2.68% 7,637 SH
12 United Rentals Inc URI 911363109 $3.2M 2.47% 3,177 SH
13 Amazon.com Inc AMZN 023135106 $2.9M 2.28% 11,795 SH
14 Visa Inc V 92826C839 $2.8M 2.17% 7,755 SH
15 Arista Networks Inc ANET 040413205 $2.7M 2.06% 13,026 SH
16 Robinhood Markets HOOD 770700102 $2.5M 1.96% 22,394 SH
17 BlackRock Inc BLK 09290D101 $2.5M 1.95% 2,374 SH
18 Palo Alto Networks PANW 697435105 $2.4M 1.90% 6,162 SH
19 Wells Fargo & Company WFC 949746101 $2.3M 1.81% 29,151 SH
20 Targa Resources Corp TRGP 87612G101 $2.2M 1.74% 8,283 SH
21 Snowflake Inc SNOW 833445109 $2.2M 1.69% 6,420 SH
22 Taiwan Semiconductor Manufactu TSM 874039100 $2.1M 1.62% 4,571 SH
23 Microsoft Corp MSFT 594918104 $2.0M 1.53% 3,831 SH
24 Dell Technologies Inc DELL 24703L202 $1.9M 1.49% 3,568 SH
25 General Dynamics Corp GD 369550108 $1.7M 1.32% 5,106 SH
26 DexCom Inc DXCM 252131107 $1.5M 1.20% 17,846 SH
27 S&P Global Inc SPGI 78409V104 $1.5M 1.17% 3,805 SH
28 Broadcom Inc AVGO 11135F101 $1.3M 1.02% 3,751 SH
29 KLA Corp KLAC 482480100 $1.3M 1.01% 6,637 SH
30 ExxonMobil Holdings Corp XOM 30233Q108 $1.3M 1.00% 7,873 SH
31 New York Times Co NYT 650111107 $1.3M 0.97% 19,662 SH
32 Booking Holdings Inc BKNG 09857L108 $1.1M 0.85% 6,692 SH
33 American Express Co AXP 025816109 $1.0M 0.81% 3,413 SH
34 GE Aerospace GE 369604301 $1.0M 0.78% 3,216 SH
35 Lam Research Corp LRCX 512807306 $1.0M 0.78% 3,056 SH
36 DoorDash Inc DASH 25809K105 $945.1K 0.73% 5,149 SH
37 Uber Technologies Inc UBER 90353T100 $941.5K 0.73% 13,742 SH
38 iShares Russell 1000 Grw ETF IWF 464287614 $909.6K 0.71% 7,262 SH
39 Johnson & Johnson JNJ 478160104 $881.1K 0.68% 3,328 SH
40 Mastercard Inc MA 57636Q104 $880.2K 0.68% 1,596 SH
41 Bank of New York Mellon Corp BNY 064058100 $873.9K 0.68% 6,042 SH
42 TJX Companies TJX 872540109 $838.2K 0.65% 6,335 SH
43 Amgen Inc AMGN 031162100 $660.5K 0.51% 1,567 SH
44 Parker-Hannifin Corp PH 701094104 $643.0K 0.50% 673 SH
45 Nasdaq Inc NDAQ 631103108 $636.0K 0.49% 6,912 SH
46 Thermo Fisher Scientific TMO 883556102 $619.0K 0.48% 917 SH
47 iShares 3-7 Yr Treasury Bond E IEI 464288661 $614.1K 0.48% 5,413 SH
48 Invesco S&P 500 Quality ETF SPHQ 46137V241 $596.3K 0.46% 7,092 SH
49 State Street Corporation STT 857477103 $592.0K 0.46% 3,391 SH
50 Texas Instruments Inc TXN 882508104 $569.4K 0.44% 2,033 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-09 $128.6M 106 0000007195-26-000006
2026-06-30 2026-07-31 $129.9M 106 0000007195-26-000003
2026-03-31 2026-04-28 $112.5M 102 0000007195-26-000002
2025-12-31 2026-01-22 $125.2M 105 0000007195-26-000001
Filer Information
Address
61 BROADWAY STE: 1905
NEW YORK, NY 10006
Phone
(203) 316-9000
Filing Manager
ARGUS INVESTORS' COUNSEL, INC.
NEW YORK, NY
Signatory
Kevin Heal
Chief Compliance Officer