ACM
Argyle Capital Management Portfolio holdings
AUM
$300M
1-Year Est. Return
21.23%
This Fund
S&P 500
1 Year Est. Return
+21.23%
AUM
$300M
AUM Growth
+$10.3M
(+3.6%)
Holding
139
Top Buys
| 1 | +$1.24M | |
| 2 | +$532K | |
| 3 | +$371K | |
| 4 |
Merck
MRK
|
+$343K |
| 5 |
Chemours
CC
|
+$343K |
Top Sells
| 1 | +$1.52M | |
| 2 | +$234K | |
| 3 | +$223K | |
| 4 |
Caterpillar
CAT
|
+$178K |
| 5 |
PepsiCo
PEP
|
+$154K |
Sector Composition
| 1 | Technology | 20.65% |
| 2 | Healthcare | 20.29% |
| 3 | Financials | 14.46% |
| 4 | Industrials | 14.06% |
| 5 | Energy | 7.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
GE Aerospace
GE
$339B
| $1.93M | 0.65% |
6,272
|
|
||
52
Broadcom
AVGO
$1.57T
| $1.85M | 0.62% |
5,358
|
|
||
53
GE HealthCare
GEHC
$33.8B
| $1.83M | 0.61% |
22,372
+2,950
|
|
||
54
Comcast
CMCSA
$115B
| $1.83M | 0.61% |
61,186
|
|
||
55
Freeport-McMoran
FCX
$85.3B
| $1.81M | 0.6% |
35,670
|
|
||
56
VeriSign
VRSN
$22.4B
| $1.81M | 0.6% |
7,434
|
|
||
57
Air Products & Chemicals
APD
$60.6B
| $1.8M | 0.6% |
7,299
+2,100
|
|
||
58
SLB Ltd
SLB
$70.1B
| $1.79M | 0.6% |
46,616
|
|
||
59
Weyerhaeuser
WY
$17.7B
| $1.74M | 0.58% |
73,500
+500
|
|
||
60
Procter & Gamble
PG
$357B
| $1.74M | 0.58% |
12,142
|
|
||
61
Corteva
CTVA
$51.8B
| $1.74M | 0.58% |
25,927
|
|
||
62
Dow Inc
DOW
$23.9B
| $1.73M | 0.58% |
74,158
+13,780
|
|
||
63
Exelon
EXC
$50.5B
| $1.64M | 0.55% |
37,542
+4,400
|
|
||
64
Ford
F
$48.5B
| $1.62M | 0.54% |
123,410
+600
|
|
||
65
GE Vernova
GEV
$213B
| $1.49M | 0.5% |
2,281
|
|
||
66
Global Payments
GPN
$21.4B
| $1.47M | 0.49% |
19,005
+800
|
|
||
67
Sonoco
SON
$5.26B
| $1.44M | 0.48% |
32,958
+400
|
|
||
68
Exxon Mobil
XOM
$630B
| $1.39M | 0.46% |
11,564
|
|
||
69
UGI
UGI
$7.89B
| $1.38M | 0.46% |
36,874
|
|
||
70
Apple
AAPL
$3.78T
| $1.29M | 0.43% |
4,745
|
|
||
71
NXP Semiconductors
NXPI
$51B
| $1.23M | 0.41% |
5,649
+350
|
|
||
72
Shift4
FOUR
$3.29B
| $1.21M | 0.4% |
19,250
+5,250
|
|
||
73
Archer Daniels Midland
ADM
$32.5B
| $1.21M | 0.4% |
21,025
+450
|
|
||
|
Q
74
Qnity Electronics Inc
Q
$23.1B
| $1.19M | 0.4% |
+14,587
|
|
||
75
DuPont de Nemours
DD
$18.5B
| $1.17M | 0.39% |
29,196
-40,582
|
|