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Argus Investors' Counsel, Inc. Portfolio
$128.6M across 106 positions as of 2026-09-30, with 38% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+11.5%
-3.0% a year vs the S&P 500
3 years
+19.3%
-2.0% a year vs the S&P 500
5 years
+10.9%
-1.3% a year vs the S&P 500
Quarters ahead
9 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.2% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +17.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -5.0% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | -0.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +11.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.8% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +1.5% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $6.3M | 4.9% | 27,795 |
| AMATApplied Materials Inc | $5.3M | 4.1% | 10,403 |
| GOOGLAlphabet Inc | $5.3M | 4.1% | 15,396 |
| AAPLApple Inc | $5.3M | 4.1% | 15,819 |
| ADIAnalog Devices Inc | $4.7M | 3.7% | 11,909 |
| PWRQuanta Services Inc | $4.7M | 3.6% | 7,253 |
| LLYEli Lilly and Co | $4.6M | 3.6% | 4,011 |
| JPMJPMorgan Chase & Co | $4.5M | 3.5% | 13,461 |
| METAMeta Platforms Inc | $4.2M | 3.2% | 5,761 |
| COSTCostco Wholesale Corp | $3.9M | 3.0% | 4,252 |
| Trane Technologies plc | $3.5M | 2.7% | 7,637 |
| URIUnited Rentals Inc | $3.2M | 2.5% | 3,177 |
| AMZNAmazon.com Inc | $2.9M | 2.3% | 11,795 |
| VVisa Inc | $2.8M | 2.2% | 7,755 |
| ANETArista Networks Inc | $2.7M | 2.1% | 13,026 |
| HOODRobinhood Markets Inc | $2.5M | 2.0% | 22,394 |
| BLKBlackRock Inc | $2.5M | 2.0% | 2,374 |
| PANWPalo Alto Networks Inc | $2.4M | 1.9% | 6,162 |
| WFCWells Fargo & Co | $2.3M | 1.8% | 29,151 |
| TRGPTarga Resources Corp | $2.2M | 1.7% | 8,283 |
| SNOWSnowflake Inc | $2.2M | 1.7% | 6,420 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $2.1M | 1.6% | 4,571 |
| MSFTMicrosoft Corp | $2M | 1.5% | 3,831 |
| DELLDell Technologies Inc | $1.9M | 1.5% | 3,568 |
| GDGeneral Dynamics Corp | $1.7M | 1.3% | 5,106 |
| DXCMDexcom Inc | $1.5M | 1.2% | 17,846 |
| SPGIS&P Global Inc | $1.5M | 1.2% | 3,805 |
| AVGOBroadcom Inc | $1.3M | 1.0% | 3,751 |
| KLACKLA Corp | $1.3M | 1.0% | 6,637 |
| XOMExxonmobil Holdings Corp | $1.3M | 1.0% | 7,873 |
| NYTNew York Times Co | $1.3M | 1.0% | 19,662 |
| BKNGBooking Holdings Inc | $1.1M | 0.8% | 6,692 |
| AXPAmerican Express Co | $1M | 0.8% | 3,413 |
| GEGeneral Electric Co | $1M | 0.8% | 3,216 |
| LRCXLam Research Corp | $1M | 0.8% | 3,056 |
| DASHDoorDash Inc | $945.1K | 0.7% | 5,149 |
| UBERUber Technologies Inc | $941.5K | 0.7% | 13,742 |
| IWFiShares Russell 1000 Growth ETF | $909.6K | 0.7% | 7,262 |
| JNJJohnson & Johnson | $881.1K | 0.7% | 3,328 |
| MAMastercard Inc | $880.2K | 0.7% | 1,596 |
| Bank of New York Mellon Corp | $873.9K | 0.7% | 6,042 |
| TJXTJX Companies Inc | $838.2K | 0.7% | 6,335 |
| AMGNAmgen Inc | $660.5K | 0.5% | 1,567 |
| PHParker-Hannifin Corp | $643K | 0.5% | 673 |
| NDAQNasdaq Inc | $636K | 0.5% | 6,912 |
| TMOThermo Fisher Scientific Inc | $619K | 0.5% | 917 |
| IEIiShares 3-7 Year Treasury Bond ETF | $614.1K | 0.5% | 5,413 |
| SPHQInvesco S&P 500 Quality ETF | $596.3K | 0.5% | 7,092 |
| STTState Street Corp | $592K | 0.5% | 3,391 |
| TXNTexas Instruments Inc | $569.4K | 0.4% | 2,033 |
| GEVGE Vernova Inc | $558.9K | 0.4% | 588 |
| HWMHowmet Aerospace Inc | $543.7K | 0.4% | 2,404 |
| MCKMcKesson Corp | $531.1K | 0.4% | 622 |
| MRVLMarvell Technology Inc | $509.9K | 0.4% | 1,930 |
| CEGConstellation Energy Corp | $508.5K | 0.4% | 2,002 |
| DUKDuke Energy Corp | $507.1K | 0.4% | 4,448 |
| EFAiShares MSCI EAFE ETF | $489.6K | 0.4% | 4,713 |
| FLOTiShares Floating Rate Bond ETF | $480.6K | 0.4% | 9,414 |
| Regan Floating Rate MBS ETF | $477.9K | 0.4% | 18,807 |
| Doubleline ETF Trust-Mortgage | $465K | 0.4% | 10,040 |
| DHRDanaher Corp | $459.3K | 0.4% | 2,073 |
| Bondbloxx 1-5 Year Corporate B | $454.5K | 0.4% | 9,116 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $445.7K | 0.3% | 5,691 |
| Bondbloxx Bloomberg Six Mth Ta | $431.9K | 0.3% | 8,596 |
| SOSouthern Co | $431.8K | 0.3% | 5,209 |
| RJFRaymond James Financial Inc | $429.3K | 0.3% | 2,717 |
| ATOAtmos Energy Corp | $428.8K | 0.3% | 2,741 |
| UNHUnitedHealth Group Inc | $418.8K | 0.3% | 1,141 |
| IWMiShares Russell 2000 Index Fund | $400.7K | 0.3% | 1,442 |
| Accenture plc | $378.7K | 0.3% | 2,065 |
| PGXInvesco Preferred ETF | $370.9K | 0.3% | 36,834 |
| VZVerizon Communications Inc | $369.3K | 0.3% | 8,052 |
| NFLXNetflix Inc | $365.8K | 0.3% | 5,257 |
| WMTWalmart Inc | $363.2K | 0.3% | 3,495 |
| CSCOCisco Systems Inc | $362.3K | 0.3% | 3,366 |
| GLWCorning Inc | $355.5K | 0.3% | 2,312 |
| IVViShares Core S&P 500 ETF | $351.5K | 0.3% | 459 |
| NUENucor Corp | $343.6K | 0.3% | 1,470 |
| NSCNorfolk Southern Corp | $309K | 0.2% | 1,000 |
| PSXPhillips 66 | $302.8K | 0.2% | 1,186 |
| RTXRTX Corp | $302.6K | 0.2% | 1,630 |
| USBUS Bancorp | $302.3K | 0.2% | 5,233 |
| SCHDSchwab US Dividend Equity ETF | $295.3K | 0.2% | 9,077 |
| NTAPNetApp Inc | $294.3K | 0.2% | 1,401 |
| EMREmerson Electric Co | $283.8K | 0.2% | 1,830 |
| BDXBecton Dickinson and Co | $282.8K | 0.2% | 1,580 |
| IPInternational Paper Co | $274.8K | 0.2% | 8,285 |
| MSMorgan Stanley | $274.6K | 0.2% | 1,460 |
| CATCaterpillar Inc | $267.6K | 0.2% | 330 |
| PGProcter & Gamble Co | $262.7K | 0.2% | 1,808 |
| MARMarriott International Inc | $259.6K | 0.2% | 730 |
| ABTAbbott Laboratories | $259.3K | 0.2% | 2,623 |
| APDAir Products and Chemicals Inc | $258.8K | 0.2% | 930 |
| FCXFreeport-McMoRan Inc | $258.5K | 0.2% | 3,693 |
| MSIMotorola Solutions Inc | $254.6K | 0.2% | 571 |
| DISWalt Disney Co | $251.2K | 0.2% | 2,395 |
| ITWIllinois Tool Works Inc | $243.6K | 0.2% | 947 |
| IBMInternational Business Machines Corp | $238.6K | 0.2% | 1,085 |
| AMTAmerican Tower Corp | $234.9K | 0.2% | 1,435 |
| AMPAmeriprise Financial Inc | $234.4K | 0.2% | 476 |
| CSXCSX Corp | $227.6K | 0.2% | 4,894 |
| ADPAutomatic Data Processing Inc | $218.1K | 0.2% | 845 |
| SHELShell PLC | $213.1K | 0.2% | 2,242 |
| ADBEAdobe Inc | $208.7K | 0.2% | 870 |
| HDHome Depot Inc | $204.8K | 0.2% | 720 |
| SYKStryker Corp | $204.3K | 0.2% | 742 |
Quarter ending 2026-09-30.
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