ARGUS INVESTORS' COUNSEL, INC.
13F Reported Value
ⓘ$112.5M
Holdings
102
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
ARGUS INVESTORS' COUNSEL, INC. disclosed 102 positions worth $112.5M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 4.4% of the equity portfolio, followed by $GOOG and $COST. During the quarter the fund opened 11 new positions and exited 14 — including a new stake in $NYT and a full exit from $AXON. The portfolio is most concentrated in Technology (37.6% of disclosed assets). All figures are sourced directly from ARGUS INVESTORS' COUNSEL, INC.’s Form 13F-HR filing with the SEC under CIK 7195.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$5.0M28,474 sh - 80.2#45
Quality
$4.6M15,901 sh - 67.0#489
Quality
$4.3M4,343 sh - 62.6
Quality
$4.3M7,756 sh - 76.1
Quality
$4.2M16,383 sh - 35.6
Quality
$4.1M13,823 sh - 76.2
Quality
$3.9M12,290 sh - 89.3
Quality
$3.7M4,063 sh - 74.8
Quality
$3.7M10,838 sh - 80.9
Quality
$3.4M5,967 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $5.0M | 28,474 |
 Alphabet Inc.$GOOG | 80.2#45 | $4.6M | 15,901 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0#489 | $4.3M | 4,343 |
 QUANTA SERVICES, INC.$PWR | 62.6 | $4.3M | 7,756 |
 Apple Inc.$AAPL | 76.1 | $4.2M | 16,383 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $4.1M | 13,823 |
 ANALOG DEVICES INC$ADI | 76.2 | $3.9M | 12,290 |
 ELI LILLY & Co$LLY | 89.3 | $3.7M | 4,063 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8 | $3.7M | 10,838 |
 Meta Platforms, Inc.$META | 80.9 | $3.4M | 5,967 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ARGUS INVESTORS' COUNSEL, INC.'s 102 positions.
Showing top 10 of 102 holdings.
Sector Allocation
Technology
$42.3M
Financials
$21.2M
Industrials
$12.1M
Consumer Discretionary
$9.3M
Healthcare
$9.0M
Other
$5.2M
Energy
$4.6M
Utilities
$2.8M
Full Holdings — ARGUS INVESTORS' COUNSEL, INC. (Q1 2026)
All 102 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $5.0M | 4.4% | -6% | 90.2 |
| 2 | $GOOG | Alphabet Inc. | $4.6M | 4.1% | -11% | 80.2 |
| 3 | $COST | COSTCO WHOLESALE CORP /NEW | $4.3M | 3.9% | -5% | 67 |
| 4 | $PWR | QUANTA SERVICES, INC. | $4.3M | 3.8% | -7% | 62.6 |
| 5 | $AAPL | Apple Inc. | $4.2M | 3.7% | -7% | 76.1 |
| 6 | $JPM | JPMORGAN CHASE & CO | $4.1M | 3.6% | +2% | 35.6 |
| 7 | $ADI | ANALOG DEVICES INC | $3.9M | 3.5% | -4% | 76.2 |
| 8 | $LLY | ELI LILLY & Co | $3.7M | 3.3% | -0% | 89.3 |
| 9 | $AMAT | APPLIED MATERIALS INC /DE | $3.7M | 3.3% | -5% | 74.8 |
| 10 | $META | Meta Platforms, Inc. | $3.4M | 3.0% | -5% | 80.9 |
| 11 |  $TT | Trane Technologies plc | $3.3M | 2.9% | -8% | — |
| 12 |  $SCHW | SCHWAB CHARLES CORP | $2.6M | 2.3% | -3% | 77.2 |
| 13 |  $AMZN | AMAZON COM INC | $2.5M | 2.2% | -4% | 74.6 |
| 14 |  $V | VISA INC. | $2.4M | 2.2% | -3% | 83.5 |
| 15 |  $WFC | WELLS FARGO & COMPANY/MN | $2.4M | 2.1% | -3% | — |
| 16 |  $URI | UNITED RENTALS, INC. | $2.4M | 2.1% | -2% | 70.7 |
| 17 |  $BLK | BlackRock, Inc. | $2.4M | 2.1% | -3% | 70.3 |
| 18 |  $ORCL | ORACLE CORP | $2.2M | 2.0% | -6% | 67.2 |
| 19 |  $TRGP | Targa Resources Corp. | $2.1M | 1.9% | -20% | 70 |
| 20 |  $SPGI | S&P Global Inc. | $1.8M | 1.6% | +15% | 79.4 |
| 21 |  $GD | GENERAL DYNAMICS CORP | $1.8M | 1.6% | +510% | 73 |
| 22 |  $ANET | Arista Networks, Inc. | $1.7M | 1.5% | -6% | 86 |
| 23 |  $BSX | BOSTON SCIENTIFIC CORP | $1.6M | 1.4% | -4% | 79.9 |
| 24 |  $NYT | NEW YORK TIMES CO | $1.5M | 1.4% | NEW | 71.3 |
| 25 |  $CEG | Constellation Energy Corp | $1.4M | 1.3% | +130% | 62.5 |
| 26 |  $MSFT | MICROSOFT CORP | $1.4M | 1.2% | -8% | 83.7 |
| 27 |  $XOM | EXXON MOBIL CORP | $1.4M | 1.2% | -2% | 61.8 |
| 28 |  $DXCM | DEXCOM INC | $1.2M | 1.0% | NEW | 77.9 |
| 29 |  $AVGO | Broadcom Inc. | $1.1M | 1.0% | -8% | 86.4 |
| 30 |  $AXP | AMERICAN EXPRESS CO | $1.0M | 0.9% | -10% | 73.2 |
| 31 |  $PANW | Palo Alto Networks Inc | $1.0M | 0.9% | -1% | 66.5 |
| 32 |  $KLAC | KLA CORP | $1.0M | 0.9% | -10% | 84.4 |
| 33 |  $SNOW | Snowflake Inc. | $996,920 | 0.9% | NEW | 49.6 |
| 34 |  $WMT | Walmart Inc. | $969,508 | 0.9% | -19% | 63.2 |
| 35 |  $TJX | TJX COMPANIES INC /DE/ | $942,230 | 0.8% | -10% | 70.7 |
| 36 | — | iShares Russell 1000 Grw ETF | $891,602 | 0.8% | -20% | — |
| 37 |  $GE | GENERAL ELECTRIC CO | $875,714 | 0.8% | -6% | 74.8 |
| 38 |  $DASH | DoorDash, Inc. | $803,002 | 0.7% | -16% | 70.6 |
| 39 |  $UBER | Uber Technologies, Inc | $782,383 | 0.7% | -2% | 79.3 |
| 40 |  $MA | Mastercard Inc | $763,059 | 0.7% | -11% | 81.7 |
| 41 |  $JNJ | JOHNSON & JOHNSON | $737,475 | 0.7% | +48% | 72.8 |
| 42 |  $__PARK_1390777 | Bank of New York Mellon Corp | $729,693 | 0.7% | -11% | 36.7 |
| 43 |  $AMGN | AMGEN INC | $686,459 | 0.6% | +46% | 79.5 |
| 44 |  $LRCX | LAM RESEARCH CORP | $668,115 | 0.6% | NEW | 82.4 |
| 45 | — | iShares 3-7 Yr Treasury Bond E | $622,176 | 0.6% | -14% | — |
| 46 |  $PH | Parker-Hannifin Corp | $618,611 | 0.6% | -10% | 73.8 |
| 47 |  $DUK | Duke Energy CORP | $582,421 | 0.5% | +0% | 64 |
| 48 |  $HWM | Howmet Aerospace Inc. | $565,549 | 0.5% | -10% | 79.1 |
| 49 |  $MCK | MCKESSON CORP | $544,311 | 0.5% | -8% | 63.7 |
| 50 |  $NDAQ | NASDAQ, INC. | $530,663 | 0.5% | -9% | 78.5 |
| 51 |  $ATO | ATMOS ENERGY CORP | $509,642 | 0.5% | NEW | 72 |
| 52 |  $NFLX | NETFLIX INC | $508,633 | 0.5% | -33% | 86.7 |
| 53 |  $SO | SOUTHERN CO | $503,062 | 0.5% | +79% | 65.1 |
| 54 |  $ECL | ECOLAB INC. | $501,448 | 0.5% | -10% | 64.3 |
| 55 | $META | Meta Platforms, Inc. | $478,379 | 0.4% | -20% | 80.9 |
| 56 | — | IShares Floating Rate Bond ETF | $469,453 | 0.4% | -20% | — |
| 57 | — | Doubleline ETF Trust-Mortgage | $466,740 | 0.4% | +80% | — |
| 58 | — | Bondbloxx 1-5 Year Corporate B | $466,238 | 0.4% | NEW | — |
| 59 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $457,614 | 0.4% | -8% | 63.7 |
| 60 | — | iShares MSCI EAFE ETF | $447,478 | 0.4% | -26% | — |
| 61 | — | Vanguard Interm-Tm Corp Bd Idx | $447,346 | 0.4% | -21% | — |
| 62 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $446,432 | 0.4% | -35% | — |
| 63 |  $STT | STATE STREET CORP | $436,759 | 0.4% | NEW | 61.5 |
| 64 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $433,636 | 0.4% | -10% | 66.7 |
| 65 | — | Bondbloxx Bloomberg Six Mth Ta | $420,205 | 0.4% | -22% | — |
| 66 |  $SYK | STRYKER CORP | $416,981 | 0.4% | -55% | 69.8 |
| 67 |  $TXN | TEXAS INSTRUMENTS INC | $403,617 | 0.4% | -8% | 70.4 |
| 68 |  $VZ | VERIZON COMMUNICATIONS INC | $403,407 | 0.4% | +0% | 71.6 |
| 69 |  $IVZ | Invesco Ltd. | $400,972 | 0.4% | -20% | — |
| 70 |  $DHR | DANAHER CORP /DE/ | $399,298 | 0.4% | NEW | 63.9 |
| 71 |  $RJF | RAYMOND JAMES FINANCIAL INC | $394,408 | 0.3% | -10% | 63.8 |
| 72 |  $NUE | NUCOR CORP | $387,239 | 0.3% | +0% | 58.9 |
| 73 |  $GLW | CORNING INC /NY | $382,076 | 0.3% | -31% | 72.7 |
| 74 | $IVZ | Invesco Ltd. | $378,206 | 0.3% | -26% | — |
| 75 | — | iShares Russell 2000 Index ETF | $357,616 | 0.3% | -29% | — |
| 76 |  $MS | MORGAN STANLEY | $353,825 | 0.3% | +0% | — |
| 77 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $345,059 | 0.3% | +0% | 65.9 |
| 78 |  $CAT | CATERPILLAR INC | $329,434 | 0.3% | -22% | 67.8 |
| 79 |  $CSCO | CISCO SYSTEMS, INC. | $322,464 | 0.3% | +0% | 72.3 |
| 80 | — | iShares Core S&P 500 | $309,622 | 0.3% | -2% | — |
| 81 |  $NSC | NORFOLK SOUTHERN CORP | $287,000 | 0.3% | +0% | 70.8 |
| 82 | — | Schwab US Dividend Equity ETF | $278,482 | 0.3% | -36% | — |
| 83 |  $USB | US BANCORP DE | $272,168 | 0.2% | +0% | 71.4 |
| 84 |  $EMR | EMERSON ELECTRIC CO | $263,350 | 0.2% | +0% | 65.9 |
| 85 |  $WM | WASTE MANAGEMENT INC | $262,202 | 0.2% | +0% | 70.7 |
| 86 |  $PG | PROCTER & GAMBLE Co | $260,281 | 0.2% | -33% | 72.9 |
| 87 |  $APD | Air Products & Chemicals, Inc. | $259,989 | 0.2% | +0% | 41.2 |
| 88 |  $UNP | UNION PACIFIC CORP | $254,751 | 0.2% | +0% | 74 |
| 89 |  $AMT | AMERICAN TOWER CORP /MA/ | $247,652 | 0.2% | +0% | 69.8 |
| 90 |  $ITW | ILLINOIS TOOL WORKS INC | $245,714 | 0.2% | +0% | 71.2 |
| 91 |  $HD | HOME DEPOT, INC. | $236,801 | 0.2% | +0% | 69.2 |
| 92 |  $MRVL | Marvell Technology, Inc. | $234,154 | 0.2% | -20% | 77.3 |
| 93 |  $DIS | Walt Disney Co | $230,830 | 0.2% | +0% | 68.9 |
| 94 |  $ZTS | Zoetis Inc. | $227,318 | 0.2% | NEW | 72.6 |
| 95 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $220,983 | 0.2% | +0% | 52.1 |
| 96 |  $PSX | Phillips 66 | $217,887 | 0.2% | NEW | 47.6 |
| 97 |  $ABT | ABBOTT LABORATORIES | $217,191 | 0.2% | +0% | 67 |
| 98 |  $AMP | AMERIPRISE FINANCIAL INC | $214,201 | 0.2% | -20% | 70.2 |
| 99 |  $ADBE | ADOBE INC. | $211,480 | 0.2% | -76% | 80.4 |
| 100 |  $SHEL | Shell plc | $205,809 | 0.2% | -19% | — |
| 101 |  $ENB | ENBRIDGE INC | $201,780 | 0.2% | NEW | — |
| 102 |  $BDX | BECTON DICKINSON & CO | $201,254 | 0.2% | +0% | 50.7 |
New Positions (11)
$NYT NEW YORK TIMES CO$1.5M$DXCM DEXCOM INC$1.2M$SNOW Snowflake Inc.$996,920$LRCX LAM RESEARCH CORP$668,115$ATO ATMOS ENERGY CORP$509,642$STT STATE STREET CORP$436,759$DHR DANAHER CORP /DE/$399,298$ZTS Zoetis Inc.$227,318$PSX Phillips 66$217,887$ENB ENBRIDGE INC$201,780Exited Positions (14)
$AXON AXON ENTERPRISE, INC.
$RCL ROYAL CARIBBEAN CRUISES LTD
$NOW ServiceNow, Inc.
$PYPL PayPal Holdings, Inc.
$CTAS CINTAS CORP
$J JACOBS SOLUTIONS INC.
$AIG AMERICAN INTERNATIONAL GROUP, INC.
$BX Blackstone Inc.
$TMUS T-Mobile US, Inc.
$ADP AUTOMATIC DATA PROCESSING INC
$DKS DICK'S SPORTING GOODS, INC.
$CSX CSX CORPBrowse Top Institutional Investors
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