ARGUS INVESTORS' COUNSEL, INC.
Sector Allocation
- Technology43.1%$55.4M
- Financials17.4%$22.3M
- Industrials10.4%$13.4M
- Healthcare7.8%$10.0M
- Consumer Discretionary4.9%$6.3M
- Other4.5%$5.8M
- Consumer Staples3.9%$5.0M
- Energy3.5%$4.5M
- Communication Services1.7%$2.2M
- Materials1.6%$2.0M
AUM History
13fpro.ai/research/fund/argus-investors-counsel-inc-7195
Conviction and streaks
Stable · top 10 = 37.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$6.3MAMAT
$5.3MGOOGL
$5.3MAAPL
$5.3MADI
$4.7MPWR
$4.7MLLY
$4.6MJPM
$4.5MMETA
$4.2MCOST
$3.9MTT
$3.5MURI
$3.2MAMZN
$2.9MV
$2.8MANET
$2.7MHOOD
$2.5MBLK
$2.5MPANW
$2.4MWFC
$2.3MTRGP
$2.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/argus-investors-counsel-inc-7195
ARGUS INVESTORS' COUNSEL, INC. 13F holdings — Q3 2026
$128.6M portfolio (-0.9% QoQ) · 106 holdings · Q3 2026 13F · top 10 are 38% of the stock portfolio
$6.3M
4.9% of stocks
-0.0%This quarter-5.8%Since filed8+ qtrsHeld$5.3M
4.1% of stocks
-1%This quarter-23.6%Since filed8+ qtrsHeldAIQuality71.6#176Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$5.3M
4.1% of stocks
+0.3%This quarter-9.7%Since filed8+ qtrsHeld$5.3M
4.1% of stocks
+0.0%This quarter+2.2%Since filed8+ qtrsHeld$4.7M
3.7% of stocks
-0.2%This quarter+0.4%Since filed8+ qtrsHeld$4.7M
3.6% of stocks
-3%This quarter-20.1%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$4.6M
3.6% of stocks
+0.6%This quarter+8.5%Since filed8+ qtrsHeld$4.5M
3.5% of stocks
-0.1%This quarter+0.3%Since filed8+ qtrsHeld$4.2M
3.3% of stocks
-0.9%This quarter-12.3%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$3.9M
3.0% of stocks
+0.2%This quarter+6.2%Since filed8+ qtrsHeld
All holdings — ARGUS INVESTORS' COUNSEL, INC. (Q3 2026)
106 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Trane Technologies plc | Technology | $3.5M | 2.7% | 7,637 | +0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | UNITED RENTALS, INC. | Industrials | $3.2M | 2.5% | 3,177 | -0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AMAZON COM INC | Consumer Discretionary | $2.9M | 2.3% | 12K | +0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | VISA INC. | Financials | $2.8M | 2.2% | 7,755 | -0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Arista Networks, Inc. | Technology | $2.7M | 2.1% | 13K | -0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Robinhood Markets, Inc. | Financials | $2.5M | 2.0% | 22K | +573% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | BlackRock, Inc. | Financials | $2.5M | 1.9% | 2,374 | -0.8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Palo Alto Networks Inc | Technology | $2.4M | 1.9% | 6,162 | -0.4% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | WELLS FARGO & COMPANY/MN | Financials | $2.3M | 1.8% | 29K | -0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Targa Resources Corp. | Energy | $2.2M | 1.7% | 8,283 | -0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Snowflake Inc. | Technology | $2.2M | 1.7% | 6,420 | -0.4% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.1M | 1.6% | 4,571 | +241% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | MICROSOFT CORP | Technology | $2.0M | 1.5% | 3,831 | +2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Dell Technologies Inc. | Technology | $1.9M | 1.5% | 3,568 | +7% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | GENERAL DYNAMICS CORP | Industrials | $1.7M | 1.3% | 5,106 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $DXCM | DEXCOM INC | Healthcare | $1.5M | 1.2% | 18K | -0.2% | |||
| 27 | $SPGI | S&P Global Inc. | Financials | $1.5M | 1.2% | 3,805 | -8% | |||
| 28 | $AVGO | Broadcom Inc. | Technology | $1.3M | 1.0% | 3,751 | +3% | |||
| 29 | $KLAC | KLA CORP | Technology | $1.3M | 1.0% | 6,637 | +2% | |||
| 30 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.3M | 1.0% | 7,873 | -0.3% | |||
| 31 | $NYT | NEW YORK TIMES CO | Communication Services | $1.3M | 1.0% | 20K | -0.3% | |||
| 32 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.1M | 0.8% | 6,692 | New | |||
| 33 | $AXP | AMERICAN EXPRESS CO | Financials | $1.0M | 0.8% | 3,413 | -2% | |||
| 34 | $GE | GENERAL ELECTRIC CO | Industrials | $1.0M | 0.8% | 3,216 | +5% | |||
| 35 | $LRCX | LAM RESEARCH CORP | Technology | $1.0M | 0.8% | 3,056 | -2% | |||
| 36 | $DASH | DoorDash, Inc. | Consumer Discretionary | $945K | 0.7% | 5,149 | -0.8% | |||
| 37 | $UBER | Uber Technologies, Inc | Technology | $941K | 0.7% | 14K | +3% | |||
| 38 | — | iShares Russell 1000 Grw ETF - COM | — | $910K | 0.7% | 7,262 | -2% | |||
| 39 | $JNJ | JOHNSON & JOHNSON | Healthcare | $881K | 0.7% | 3,328 | +7% | |||
| 40 | $MA | Mastercard Inc | Financials | $880K | 0.7% | 1,596 | +5% | |||
| 41 | $BNY | Bank of New York Mellon Corp | Financials | $874K | 0.7% | 6,042 | -1% | |||
| 42 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $838K | 0.7% | 6,335 | -0.3% | |||
| 43 | $AMGN | AMGEN INC | Healthcare | $661K | 0.5% | 1,567 | — | |||
| 44 | $PH | Parker-Hannifin Corp | Industrials | $643K | 0.5% | 673 | -1% | |||
| 45 | $NDAQ | NASDAQ, INC. | Financials | $636K | 0.5% | 6,912 | +7% | |||
| 46 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $619K | 0.5% | 917 | -1% | |||
| 47 | — | iShares 3-7 Yr Treasury Bond E - COM | — | $614K | 0.5% | 5,413 | +1% | |||
| 48 | $IVZ | Invesco Ltd. | Financials | $596K | 0.5% | 7,092 | +5% | |||
| 49 | $STT | STATE STREET CORP | Financials | $592K | 0.5% | 3,391 | -1% | |||
| 50 | $TXN | TEXAS INSTRUMENTS INC | Technology | $569K | 0.4% | 2,033 | -2% | |||
| 51 | $GEV | GE Vernova Inc. | Industrials | $559K | 0.4% | 588 | New | |||
| 52 | $HWM | Howmet Aerospace Inc. | Materials | $544K | 0.4% | 2,404 | -1% | |||
| 53 | $MCK | MCKESSON CORP | Consumer Staples | $531K | 0.4% | 622 | -0.5% | |||
| 54 | $MRVL | Marvell Technology, Inc. | Technology | $510K | 0.4% | 1,930 | -18% | |||
| 55 | $CEG | Constellation Energy Corp | Utilities | $509K | 0.4% | 2,002 | -62% | |||
| 56 | $DUK | Duke Energy CORP | Utilities | $507K | 0.4% | 4,448 | — | |||
| 57 | — | iShares MSCI EAFE ETF - COM | — | $490K | 0.4% | 4,713 | +1% | |||
| 58 | — | IShares Floating Rate Bond ETF - COM | — | $481K | 0.4% | 9,414 | — | |||
| 59 | — | Regan Floating Rate MBS ETF - COM | — | $478K | 0.4% | 19K | New | |||
| 60 | — | Doubleline ETF Trust-Mortgage - COM | — | $465K | 0.4% | 10K | +4% | |||
| 61 | $DHR | DANAHER CORP /DE/ | Healthcare | $459K | 0.4% | 2,073 | -1% | |||
| 62 | — | Bondbloxx 1-5 Year Corporate B - COM | — | $455K | 0.3% | 9,116 | — | |||
| 63 | — | Vanguard Interm-Tm Corp Bd Idx - COM | — | $446K | 0.3% | 5,691 | +3% | |||
| 64 | — | Bondbloxx Bloomberg Six Mth Ta - COM | — | $432K | 0.3% | 8,596 | +3% | |||
| 65 | $SO | SOUTHERN CO | Utilities | $432K | 0.3% | 5,209 | -0.4% | |||
| 66 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $429K | 0.3% | 2,717 | -0.2% | |||
| 67 | $ATO | ATMOS ENERGY CORP | Energy | $429K | 0.3% | 2,741 | -0.6% | |||
| 68 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $419K | 0.3% | 1,141 | New | |||
| 69 | — | iShares Russell 2000 Index ETF - COM | — | $401K | 0.3% | 1,442 | — | |||
| 70 | $ACN | Accenture plc | Technology | $379K | 0.3% | 2,065 | -2% | |||
| 71 | $IVZ | Invesco Ltd. | Financials | $371K | 0.3% | 37K | — | |||
| 72 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $369K | 0.3% | 8,052 | — | |||
| 73 | $NFLX | NETFLIX INC | Communication Services | $366K | 0.3% | 5,257 | -0.8% | |||
| 74 | $WMT | Walmart Inc. | Consumer Staples | $363K | 0.3% | 3,495 | -55% | |||
| 75 | $CSCO | CISCO SYSTEMS, INC. | Technology | $362K | 0.3% | 3,366 | — | |||
| 76 | $GLW | CORNING INC /NY | Materials | $355K | 0.3% | 2,312 | +10% | |||
| 77 | — | iShares Core S&P 500 - COM | — | $352K | 0.3% | 459 | -1% | |||
| 78 | $NUE | NUCOR CORP | Materials | $344K | 0.3% | 1,470 | — | |||
| 79 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $309K | 0.2% | 1,000 | — | |||
| 80 | $PSX | Phillips 66 | Energy | $303K | 0.2% | 1,186 | -1% | |||
| 81 | $RTX | RTX Corp | Industrials | $303K | 0.2% | 1,630 | — | |||
| 82 | $USB | US BANCORP \DE\ | Financials | $302K | 0.2% | 5,233 | — | |||
| 83 | — | Schwab US Dividend Equity ETF - COM | — | $295K | 0.2% | 9,077 | — | |||
| 84 | $NTAP | NetApp, Inc. | Technology | $294K | 0.2% | 1,401 | — | |||
| 85 | $EMR | EMERSON ELECTRIC CO | Industrials | $284K | 0.2% | 1,830 | -9% | |||
| 86 | $BDX | BECTON DICKINSON & CO | Healthcare | $283K | 0.2% | 1,580 | — | |||
| 87 | $IP | INTERNATIONAL PAPER CO /NEW/ | Materials | $275K | 0.2% | 8,285 | — | |||
| 88 | $MS | MORGAN STANLEY | Financials | $275K | 0.2% | 1,460 | — | |||
| 89 | $CAT | CATERPILLAR INC | Industrials | $268K | 0.2% | 330 | — | |||
| 90 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $263K | 0.2% | 1,808 | — | |||
| 91 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $260K | 0.2% | 730 | — | |||
| 92 | $ABT | ABBOTT LABORATORIES | Healthcare | $259K | 0.2% | 2,623 | — | |||
| 93 | $APD | Air Products & Chemicals, Inc. | Materials | $259K | 0.2% | 930 | +4% | |||
| 94 | $FCX | FREEPORT-MCMORAN INC | Materials | $259K | 0.2% | 3,693 | New | |||
| 95 | $MSI | Motorola Solutions, Inc. | Technology | $255K | 0.2% | 571 | New | |||
| 96 | $DIS | Walt Disney Co | Communication Services | $251K | 0.2% | 2,395 | — | |||
| 97 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $244K | 0.2% | 947 | — | |||
| 98 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $239K | 0.2% | 1,085 | -39% | |||
| 99 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $235K | 0.2% | 1,435 | — | |||
| 100 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $234K | 0.2% | 476 | -1% | |||
| 101 | $CSX | CSX CORP | Industrials | $228K | 0.2% | 4,894 | +11% | |||
| 102 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $218K | 0.2% | 845 | New | |||
| 103 | $SHEL | Shell plc | Energy | $213K | 0.2% | 2,242 | New | |||
| 104 | $ADBE | ADOBE INC. | Technology | $209K | 0.2% | 870 | New | |||
| 105 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $205K | 0.2% | 720 | — | |||
| 106 | $SYK | STRYKER CORP | Healthcare | $204K | 0.2% | 742 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 9 new, 26 added to, 44 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
$BKNGBooking Holdings Inc.$1.1M
first bought this quarter
$GEVGE Vernova Inc.$559K
first bought this quarter
- Regan Floating Rate MBS ETF - COM$478K
first bought this quarter
$UNHUNITEDHEALTH GROUP INC$419K
first bought this quarter
$FCXFREEPORT-MCMORAN INC$259K
first bought this quarter
$MSIMotorola Solutions, Inc.$255K
first bought this quarter
+3 more in the Excel export
Added to (26)
now $2.5M · held 2 qtrs, 2 adds in a row
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD+241%
now $2.1M · held 8+ qtrs, 2 adds in a row
$DELLDell Technologies Inc.+7%
now $1.9M · held 2 qtrs, 2 adds in a row
$JNJJOHNSON & JOHNSON+7%
now $881K · held 8+ qtrs, 3 adds in a row
$GEGENERAL ELECTRIC CO+5%
now $1.0M · held 6 qtrs
$MAMastercard Inc+5%
now $880K · held 8+ qtrs
+20 more in the Excel export
Trimmed (44)
$CEGConstellation Energy Corp-62%
now $509K · held 6 qtrs
$WMTWalmart Inc.-55%
now $363K · held 8+ qtrs
$IBMINTERNATIONAL BUSINESS MACHINES CORP-39%
now $239K · held 8+ qtrs
$SPGIS&P Global Inc.-8%
now $1.5M · held 8+ qtrs, 2 trims in a row
now $4.7M · held 8+ qtrs, 3 trims in a row
$MRVLMarvell Technology, Inc.-18%
now $510K · held 5 qtrs
+38 more in the Excel export
Holdings by quarter
Every 13F ARGUS INVESTORS' COUNSEL, INC. has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow ARGUS INVESTORS' COUNSEL?
Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of ARGUS INVESTORS' COUNSEL's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-5.8%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 22% over the last 4
Top 10 weight
38%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
87%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
ARGUS INVESTORS' COUNSEL, INC. disclosed 106 positions worth $128.6M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 4.9% of the equity portfolio, followed by $AMAT and $GOOGL. During the quarter the fund opened 9 new positions and exited 8 — including a new stake in $BKNG and a full exit from $SCHW. The portfolio is most concentrated in Technology (43.1% of disclosed assets). All figures are sourced directly from ARGUS INVESTORS' COUNSEL, INC.’s Form 13F-HR filing with the SEC under CIK 7195.
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