ACM
Argyle Capital Management Portfolio holdings
AUM
$276M
1-Year Est. Return
15.04%
1 Year Est. Return
+15.04%
AUM
$276M
AUM Growth
+$6.59M
(+2.4%)
Holding
132
Top Buys
| 1 | +$273K | |
| 2 | +$204K | |
| 3 | +$104K | |
| 4 |
Truist Financial
TFC
|
+$103K |
| 5 |
Oracle
ORCL
|
+$98.4K |
Top Sells
| 1 | +$1.19M | |
| 2 | +$304K | |
| 3 | +$271K | |
| 4 |
Deere & Co
DE
|
+$153K |
| 5 |
RTX Corp
RTX
|
+$119K |
Sector Composition
| 1 | Technology | 22.05% |
| 2 | Healthcare | 18.27% |
| 3 | Financials | 13.9% |
| 4 | Industrials | 13.89% |
| 5 | Energy | 7.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.83T
| $13.8M | 5.01% |
27,801
-545
|
|
||
2
Eli Lilly
LLY
$724B
| $8.67M | 3.14% |
11,127
-390
|
|
||
3
JPMorgan Chase
JPM
$820B
| $8.63M | 3.13% |
29,779
+300
|
|
||
4
McKesson
MCK
$97.4B
| $7.84M | 2.84% |
10,704
-1,630
|
|
||
5
IBM
IBM
$264B
| $6.94M | 2.52% |
23,535
-400
|
|
||
6
PNC Financial Services
PNC
$71.8B
| $6.25M | 2.27% |
33,551
+400
|
|
||
|
7
RTX Corp
RTX
$233B
| $6.16M | 2.23% |
42,214
-815
|
|
||
|
8
Oracle
ORCL
$795B
| $5.55M | 2.01% |
25,371
+450
|
|
||
|
9
Deere & Co
DE
$126B
| $5.52M | 2% |
10,853
-300
|
|
||
10
Amgen
AMGN
$162B
| $5.41M | 1.96% |
19,371
-200
|
|
||
11
Cisco
CSCO
$280B
| $5.39M | 1.95% |
77,694
-815
|
|
||
12
Merck
MRK
$217B
| $4.69M | 1.7% |
59,301
-300
|
|
||
13
Paychex
PAYX
$46.1B
| $4.68M | 1.7% |
32,140
-630
|
|
||
14
Caterpillar
CAT
$249B
| $4.49M | 1.63% |
11,569
-200
|
|
||
15
Emerson Electric
EMR
$74.6B
| $4.49M | 1.63% |
33,649
|
|
||
16
AT&T
T
$186B
| $4.4M | 1.59% |
151,924
-1,920
|
|
||
17
Bank of America
BAC
$382B
| $4.38M | 1.59% |
92,542
-1,300
|
|
||
18
Pultegroup
PHM
$24B
| $4.34M | 1.58% |
41,191
-1,000
|
|
||
19
Johnson & Johnson
JNJ
$463B
| $3.96M | 1.43% |
25,904
-100
|
|
||
20
Chevron
CVX
$310B
| $3.77M | 1.37% |
26,318
-300
|
|
||
21
Coca-Cola
KO
$305B
| $3.7M | 1.34% |
52,270
-1,445
|
|
||
22
Duke Energy
DUK
$99.8B
| $3.59M | 1.3% |
30,393
-481
|
|
||
23
Verizon
VZ
$170B
| $3.58M | 1.3% |
82,764
-520
|
|
||
24
Enbridge
ENB
$103B
| $3.57M | 1.29% |
78,666
-1,368
|
|
||
25
Genuine Parts
GPC
$18.8B
| $3.46M | 1.25% |
28,511
-300
|
|