ARGUS INVESTORS' COUNSEL, INC. — 13F Holdings & Portfolio
CIK 7195 · latest 13F-HR filed 2026-04-28
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
$112.5M
Long-equity book
Holdings
102
Distinct positions
Period
2026-03-31
Filed 2026-04-28
Q/Q Activity
+11 / −14 / ↑19 / ↓57
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- General Dynamics Corp$1.5M +522.1%
- Applied Materials Inc$784.7K +26.9%
- Quanta Services Inc$731.9K +20.8%
- Constellation Energy Corp$633.9K +81.6%
- Analog Devices Inc$453.8K +13.1%
Top Trims
- Adobe Inc-$1.1M -83.3%
- Alphabet Inc-$1.0M -18.7%
- Boston Scientific Corp-$939.3K -36.8%
- Oracle Corp-$911.2K -29.2%
- Meta Platforms Inc-$746.0K -17.9%
New Positions
- New York Times Co$1.5M
- DexCom Inc$1.2M
- Snowflake Inc$996.9K
- Lam Research Corp$668.1K
- Atmos Energy Corp$509.6K
Exited Positions
- Axon Enterprise Inc$2.5M
- Royal Caribbean Cruises Ltd$1.4M
- ServiceNow Inc$1.3M
- PayPal Holdings Inc$1.0M
- Cintas Corporation$612.5K
All Holdings
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 | $5.0M | 4.42% | 28,474 | SH |
| 2 | Alphabet Inc | GOOGL | 02079K305 | $4.6M | 4.07% | 15,901 | SH |
| 3 | Costco Wholesale Corp | COST | 22160K105 | $4.3M | 3.85% | 4,343 | SH |
| 4 | Quanta Services Inc | PWR | 74762E102 | $4.3M | 3.79% | 7,756 | SH |
| 5 | Apple Inc | AAPL | 037833100 | $4.2M | 3.70% | 16,383 | SH |
| 6 | JPMorgan Chase & Co | JPM | 46625H100 | $4.1M | 3.62% | 13,823 | SH |
| 7 | Analog Devices Inc | ADI | 032654105 | $3.9M | 3.48% | 12,290 | SH |
| 8 | Eli Lilly and Company | LLY | 532457108 | $3.7M | 3.32% | 4,063 | SH |
| 9 | Applied Materials Inc | AMAT | 038222105 | $3.7M | 3.29% | 10,838 | SH |
| 10 | Meta Platforms Inc | META | 30303M102 | $3.4M | 3.04% | 5,967 | SH |
| 11 | Trane Technologies plc | TT | G8994E103 | $3.3M | 2.90% | 7,815 | SH |
| 12 | Schwab Charles Corp | SCHW | 808513105 | $2.6M | 2.33% | 27,907 | SH |
| 13 | Amazon.com Inc | AMZN | 023135106 | $2.5M | 2.24% | 12,091 | SH |
| 14 | Visa Inc | V | 92826C839 | $2.4M | 2.16% | 8,053 | SH |
| 15 | Wells Fargo & Company | WFC | 949746101 | $2.4M | 2.15% | 30,355 | SH |
| 16 | United Rentals Inc | URI | 911363109 | $2.4M | 2.13% | 3,291 | SH |
| 17 | BlackRock Inc | BLK | 09290D101 | $2.4M | 2.09% | 2,449 | SH |
| 18 | Oracle Corp | ORCL | 68389X105 | $2.2M | 1.96% | 14,990 | SH |
| 19 | Targa Resources Corp | TRGP | 87612G101 | $2.1M | 1.87% | 8,375 | SH |
| 20 | S&P Global Inc | SPGI | 78409V104 | $1.8M | 1.60% | 4,225 | SH |
| 21 | General Dynamics Corp | GD | 369550108 | $1.8M | 1.58% | 5,193 | SH |
| 22 | Arista Networks Inc | ANET | 040413205 | $1.7M | 1.47% | 13,458 | SH |
| 23 | Boston Scientific Corp | BSX | 101137107 | $1.6M | 1.43% | 25,712 | SH |
| 24 | New York Times Co | NYT | 650111107 | $1.5M | 1.36% | 18,327 | SH |
| 25 | Constellation Energy Corp | CEG | 21037T109 | $1.4M | 1.25% | 5,053 | SH |
| 26 | Microsoft Corp | MSFT | 594918104 | $1.4M | 1.24% | 3,778 | SH |
| 27 | Exxon Mobil Corp | XOM | 30231G102 | $1.4M | 1.20% | 7,970 | SH |
| 28 | DexCom Inc | DXCM | 252131107 | $1.2M | 1.02% | 18,348 | SH |
| 29 | Broadcom Inc | AVGO | 11135F101 | $1.1M | 1.01% | 3,677 | SH |
| 30 | American Express Co | AXP | 025816109 | $1.0M | 0.93% | 3,471 | SH |
| 31 | Palo Alto Networks | PANW | 697435105 | $1.0M | 0.91% | 6,416 | SH |
| 32 | KLA Corp | KLAC | 482480100 | $1.0M | 0.90% | 684 | SH |
| 33 | Snowflake Inc | SNOW | 833445109 | $996.9K | 0.89% | 6,610 | SH |
| 34 | Walmart Inc | WMT | 931142103 | $969.5K | 0.86% | 7,801 | SH |
| 35 | TJX Companies | TJX | 872540109 | $942.2K | 0.84% | 5,900 | SH |
| 36 | iShares Russell 1000 Grw ETF | IWF | 464287614 | $891.6K | 0.79% | 2,091 | SH |
| 37 | GE Aerospace | GE | 369604301 | $875.7K | 0.78% | 3,086 | SH |
| 38 | DoorDash Inc | DASH | 25809K105 | $803.0K | 0.71% | 5,348 | SH |
| 39 | Uber Technologies Inc | UBER | 90353T100 | $782.4K | 0.70% | 10,877 | SH |
| 40 | Mastercard Inc CL A | MA | 57636Q104 | $763.1K | 0.68% | 1,527 | SH |
| 41 | Johnson & Johnson | JNJ | 478160104 | $737.5K | 0.66% | 3,017 | SH |
| 42 | Bank of New York Mellon Corp | BK | 064058100 | $729.7K | 0.65% | 6,151 | SH |
| 43 | Amgen Inc | AMGN | 031162100 | $686.5K | 0.61% | 1,951 | SH |
| 44 | Lam Research Corp | LRCX | 512807306 | $668.1K | 0.59% | 3,127 | SH |
| 45 | iShares 3-7 Yr Treasury Bond E | IEI | 464288661 | $622.2K | 0.55% | 5,246 | SH |
| 46 | Parker-Hannifin Corp | PH | 701094104 | $618.6K | 0.55% | 691 | SH |
| 47 | Duke Energy Corp | DUK | 26441C204 | $582.4K | 0.52% | 4,448 | SH |
| 48 | Howmet Aerospace Inc | HWM | 443201108 | $565.5K | 0.50% | 2,454 | SH |
| 49 | McKesson Corp | MCK | 58155Q103 | $544.3K | 0.48% | 629 | SH |
| 50 | Nasdaq Inc | NDAQ | 631103108 | $530.7K | 0.47% | 6,251 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-28 | $112.5M | 102 | 0000007195-26-000002 |
| 2025-12-31 | 2026-01-22 | $125.2M | 105 | 0000007195-26-000001 |