Argus Investors' Counsel, Inc.

Argus Investors' Counsel, Inc. reported 106 holdings worth US$130M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 31, 2026

Argus Investors' Counsel, Inc. reported 106 holdings worth US$130M as of Jun 30, 2026. Largest: Applied Materials, Inc., Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 31, 2026 (Form 13F).

Holdings
106
Value as reported
US$130M

The filing in full

CompanySharesValue as reported% of portfolio
Applied Materials, Inc.10,528US$7.61M5.9%
Nvidia Corporation27,799US$5.56M4.3%
Alphabet Inc (google) Class C15,356US$5.49M4.2%
Quanta Services, Inc.7,443US$5.36M4.1%
Eli Lilly And Company3,987US$4.78M3.7%
Analog Devices, Inc.11,932US$4.74M3.6%
Apple Inc15,813US$4.58M3.5%
Jp Morgan Chase & Co.13,476US$4.41M3.4%
Costco Wholesale Corporation4,244US$3.97M3.1%
United Rentals, Inc.3,196US$3.62M2.8%
Meta Platforms, Inc.5,815US$3.28M2.5%
Amazon.com, Inc.11,769US$2.81M2.2%
Visa Inc.7,810US$2.68M2.1%
Wells Fargo & Company29,328US$2.42M1.9%
Blackrock, Inc.2,392US$2.3M1.8%
Charles Schwab Corporation (the)24,598US$2.27M1.7%
Targa Resources, Inc.8,333US$2.23M1.7%
Arista Networks, Inc.13,108US$2.23M1.7%
Oracle Corporation14,585US$2.14M1.6%
Palo Alto Networks, Inc.6,185US$2.11M1.6%
Kla Corporation6,517US$1.97M1.5%
General Dynamics Corporation5,106US$1.81M1.4%
S&p Global Inc.4,124US$1.68M1.3%
Snowflake Inc.6,448US$1.64M1.3%
Dell Technologies Inc.3,341US$1.44M1.1%
Microsoft Corp.3,761US$1.4M1.1%
New York Times Company (the)19,719US$1.38M1.1%
Broadcom Inc.3,645US$1.38M1.1%
Lam Research Corporation3,104US$1.35M1.0%
Constellation Energy Corporation5,248US$1.3M1.0%
Dexcom, Inc.17,876US$1.2M0.93%
American Express Company3,466US$1.17M0.90%
Ge Aerospace3,067US$1.15M0.88%
Uber Technologies, Inc.13,350US$963K0.74%
Tjx Companies, Inc. (the)6,354US$963K0.74%
Doordash, Inc.5,188US$957K0.74%
The Bank Of New York Mellon Corporation6,112US$884K0.68%
Walmart Inc.7,773US$880K0.68%
Johnson & Johnson3,120US$792K0.61%
Mastercard Incorporated1,522US$782K0.60%
Marvell Technology, Inc.2,368US$705K0.54%
Parker-hannifin Corporation683US$668K0.51%
Howmet Aerospace Inc.2,436US$655K0.50%
Taiwan Semiconductor Manufacturing Co., Ltd.1,340US$640K0.49%
Texas Instruments Incorporated2,083US$621K0.48%
State Street Corporation3,438US$583K0.45%
Amgen Inc.1,567US$567K0.44%
Duke Energy Corporation (holding Company)4,448US$563K0.43%
Corning Incorporated2,094US$535K0.41%
Nasdaq, Inc.6,490US$512K0.39%
Ecolab Inc.1,815US$506K0.39%
International Business Machines Corporation1,793US$504K0.39%
Southern Company (the)5,230US$501K0.39%
Atmos Energy Corporation2,758US$475K0.37%
Mckesson Corporation625US$472K0.36%
Thermo Fisher Scientific Inc928US$465K0.36%
Raymond James Financial, Inc.2,723US$414K0.32%
Danaher Corporation2,098US$400K0.31%
Cisco Systems, Inc.3,366US$395K0.30%
Netflix, Inc.5,298US$378K0.29%
Caterpillar, Inc.330US$351K0.27%
Verizon Communications Inc.8,052US$341K0.26%
Robinhood Markets, Inc.3,327US$334K0.26%
Nucor Corporation1,470US$327K0.25%
U.s. Bancorp5,233US$316K0.24%
International Paper Company8,285US$316K0.24%
Norfolk Southern Corporation1,000US$315K0.24%
Rtx Corporation1,630US$309K0.24%
Morgan Stanley1,460US$305K0.24%
Emerson Electric Company2,010US$288K0.22%
Union Pacific Corporation1,050US$286K0.22%
Marriott International730US$271K0.21%
Procter & Gamble Company (the)1,808US$265K0.20%
Air Products And Chemicals, Inc.895US$262K0.20%
Illinois Tool Works Inc.947US$256K0.20%
Waste Management, Inc.1,141US$254K0.20%
Home Depot, Inc. (the)720US$254K0.20%
Becton, Dickinson And Company1,580US$239K0.18%
Abbott Laboratories2,623US$238K0.18%
American Tower Corporation (reit)1,435US$235K0.18%
Stryker Corporation742US$234K0.18%
Walt Disney Company (the)2,395US$231K0.18%
Ameriprise Financial, Inc.483US$222K0.17%
Netapp, Inc.1,401US$217K0.17%
Csx Corporation4,397US$209K0.16%
Enbridge Inc.3,776US$205K0.16%
Phillips 661,203US$203K0.16%
Bank Of America Corporation3,522US$201K0.15%
Kimco Realty Corporation (hc)7,896US$200K0.15%
Zoetis Inc.0US$00.00%
Adobe Inc.0US$00.00%
Boston Scientific Corporation0US$00.00%
Exxon Mobil Corporation0US$00.00%
Shell Plc0US$00.00%

Source

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