ARGUS INVESTORS' COUNSEL, INC. — 13F Holdings & Portfolio
CIK 7195 · latest 13F-HR filed 2026-07-31
ARGUS INVESTORS' COUNSEL, INC. manages $129.9M in 13F-reported U.S. long-equity assets across 106 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMAT (5.86%), NVDA (4.28%), GOOGL (4.23%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 5, added to 47, and trimmed 17.
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.
NEW YORK, NY 10006
$129.9M
Long-equity book
106
Distinct positions
2026-06-30
Filed 2026-07-31
+9 / −5 / ↑47 / ↓17
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Applied Materials Inc$3.9M +105.5%
- United Rentals Inc$1.2M +51.0%
- Quanta Services Inc$1.1M +25.9%
- Palo Alto Networks$1.1M +105.1%
- Eli Lilly and Company$1.0M +27.9%
Top Trims
- Costco Wholesale Corp-$357.6K -8.3%
- Schwab Charles Corp-$353.0K -13.5%
- Stryker Corp-$183.4K -44.0%
- New York Times Co-$154.6K -10.1%
- Netflix Inc-$130.4K -25.6%
New Positions
- Dell Technologies Inc$1.4M
- ExxonMobil Holdings Corp$1.1M
- Robinhood Markets$333.6K
- RTX Corporation$309.3K
- Accenture plc$263.2K
Exited Positions
- Boston Scientific Corp$1.6M
- Exxon Mobil Corp$1.4M
- Zoetis Inc$227.3K
- Adobe Inc$211.5K
- Shell PLC$205.8K
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 | Applied Materials Inc | AMAT | 038222105 | $7.6M | 5.86% | 10,528 | SH |
| 2 | Nvidia Corp | NVDA | 67066G104 | $5.6M | 4.28% | 27,799 | SH |
| 3 | Alphabet Inc | GOOGL | 02079K305 | $5.5M | 4.23% | 15,356 | SH |
| 4 | Quanta Services Inc | PWR | 74762E102 | $5.4M | 4.13% | 7,443 | SH |
| 5 | Eli Lilly and Company | LLY | 532457108 | $4.8M | 3.68% | 3,987 | SH |
| 6 | Analog Devices Inc | ADI | 032654105 | $4.7M | 3.65% | 11,932 | SH |
| 7 | Apple Inc | AAPL | 037833100 | $4.6M | 3.52% | 15,813 | SH |
| 8 | JPMorgan Chase & Co | JPM | 46625H100 | $4.4M | 3.40% | 13,476 | SH |
| 9 | Costco Wholesale Corp | COST | 22160K105 | $4.0M | 3.06% | 4,244 | SH |
| 10 | Trane Technologies plc | TT | G8994E103 | $3.7M | 2.88% | 7,618 | SH |
| 11 | United Rentals Inc | URI | 911363109 | $3.6M | 2.79% | 3,196 | SH |
| 12 | Meta Platforms Inc | META | 30303M102 | $3.3M | 2.52% | 5,815 | SH |
| 13 | Amazon.com Inc | AMZN | 023135106 | $2.8M | 2.16% | 11,769 | SH |
| 14 | Visa Inc | V | 92826C839 | $2.7M | 2.06% | 7,810 | SH |
| 15 | Wells Fargo & Company | WFC | 949746101 | $2.4M | 1.87% | 29,328 | SH |
| 16 | BlackRock Inc | BLK | 09290D101 | $2.3M | 1.77% | 2,392 | SH |
| 17 | Schwab Charles Corp | SCHW | 808513105 | $2.3M | 1.75% | 24,598 | SH |
| 18 | Targa Resources Corp | TRGP | 87612G101 | $2.2M | 1.72% | 8,333 | SH |
| 19 | Arista Networks Inc | ANET | 040413205 | $2.2M | 1.71% | 13,108 | SH |
| 20 | Oracle Corp | ORCL | 68389X105 | $2.1M | 1.65% | 14,585 | SH |
| 21 | Palo Alto Networks | PANW | 697435105 | $2.1M | 1.62% | 6,185 | SH |
| 22 | KLA Corp | KLAC | 482480100 | $2.0M | 1.51% | 6,517 | SH |
| 23 | General Dynamics Corp | GD | 369550108 | $1.8M | 1.39% | 5,106 | SH |
| 24 | S&P Global Inc | SPGI | 78409V104 | $1.7M | 1.29% | 4,124 | SH |
| 25 | Snowflake Inc | SNOW | 833445109 | $1.6M | 1.26% | 6,448 | SH |
| 26 | Dell Technologies Inc | DELL | 24703L202 | $1.4M | 1.11% | 3,341 | SH |
| 27 | Microsoft Corp | MSFT | 594918104 | $1.4M | 1.08% | 3,761 | SH |
| 28 | New York Times Co | NYT | 650111107 | $1.4M | 1.06% | 19,719 | SH |
| 29 | Broadcom Inc | AVGO | 11135F101 | $1.4M | 1.06% | 3,645 | SH |
| 30 | Lam Research Corp | LRCX | 512807306 | $1.3M | 1.04% | 3,104 | SH |
| 31 | Constellation Energy Corp | CEG | 21037T109 | $1.3M | 1.00% | 5,248 | SH |
| 32 | DexCom Inc | DXCM | 252131107 | $1.2M | 0.93% | 17,876 | SH |
| 33 | American Express Co | AXP | 025816109 | $1.2M | 0.90% | 3,466 | SH |
| 34 | GE Aerospace | GE | 369604301 | $1.1M | 0.88% | 3,067 | SH |
| 35 | ExxonMobil Holdings Corp | XOM | 30233Q108 | $1.1M | 0.83% | 7,893 | SH |
| 36 | Uber Technologies Inc | UBER | 90353T100 | $963.3K | 0.74% | 13,350 | SH |
| 37 | TJX Companies | TJX | 872540109 | $962.6K | 0.74% | 6,354 | SH |
| 38 | DoorDash Inc | DASH | 25809K105 | $957.3K | 0.74% | 5,188 | SH |
| 39 | iShares Russell 1000 Grw ETF | IWF | 464287614 | $917.6K | 0.71% | 7,390 | SH |
| 40 | Bank of New York Mellon Corp | BNY | 064058100 | $883.9K | 0.68% | 6,112 | SH |
| 41 | Walmart Inc | WMT | 931142103 | $880.4K | 0.68% | 7,773 | SH |
| 42 | Johnson & Johnson | JNJ | 478160104 | $792.4K | 0.61% | 3,120 | SH |
| 43 | Mastercard Inc | MA | 57636Q104 | $781.8K | 0.60% | 1,522 | SH |
| 44 | Marvell Technology Inc | MRVL | 573874104 | $705.4K | 0.54% | 2,368 | SH |
| 45 | Parker-Hannifin Corp | PH | 701094104 | $668.1K | 0.51% | 683 | SH |
| 46 | Howmet Aerospace Inc | HWM | 443201108 | $654.9K | 0.50% | 2,436 | SH |
| 47 | Taiwan Semiconductor Manufactu | TSM | 874039100 | $639.9K | 0.49% | 1,340 | SH |
| 48 | iShares 3-7 Yr Treasury Bond E | IEI | 464288661 | $626.9K | 0.48% | 5,338 | SH |
| 49 | Texas Instruments Inc | TXN | 882508104 | $620.9K | 0.48% | 2,083 | SH |
| 50 | Invesco S&P 500 Quality ETF | SPHQ | 46137V241 | $606.0K | 0.47% | 6,726 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |