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 | |
|---|---|---|---|---|---|---|
51
CVS Health
CVS
$105B
| $2.1M | 0.76% |
30,417
+200
|
|
||
52
DuPont de Nemours
DD
$34B
| $2M | 0.73% |
29,196
+397
|
|
||
53
Procter & Gamble
PG
$355B
| $1.93M | 0.7% |
12,142
|
|
||
54
Corteva
CTVA
$42.1B
| $1.93M | 0.7% |
25,927
-427
|
|
||
55
Weyerhaeuser
WY
$17.1B
| $1.88M | 0.68% |
73,100
-550
|
|
||
56
Baxter International
BAX
$11.7B
| $1.76M | 0.64% |
58,279
+100
|
|
||
57
GE Aerospace
GE
$325B
| $1.61M | 0.59% |
6,272
|
|
||
58
Dow Inc
DOW
$15.4B
| $1.58M | 0.57% |
59,678
+300
|
|
||
59
SLB Limited
SLB
$50.1B
| $1.58M | 0.57% |
46,616
+1,100
|
|
||
60
Fifth Third Bancorp
FITB
$27.9B
| $1.58M | 0.57% |
38,300
+1,700
|
|
||
61
Freeport-McMoran
FCX
$59.3B
| $1.55M | 0.56% |
35,670
+500
|
|
||
62
Broadcom
AVGO
$1.62T
| $1.48M | 0.54% |
5,358
|
|
||
63
Air Products & Chemicals
APD
$56.7B
| $1.47M | 0.53% |
5,199
|
|
||
64
Global Payments
GPN
$21.3B
| $1.46M | 0.53% |
18,205
-100
|
|
||
65
Sonoco
SON
$4.06B
| $1.42M | 0.51% |
32,558
-700
|
|
||
66
Exelon
EXC
$48.5B
| $1.4M | 0.51% |
32,342
+400
|
|
||
67
Shift4
FOUR
$5.28B
| $1.34M | 0.49% |
13,500
+900
|
|
||
68
Ford
F
$50B
| $1.33M | 0.48% |
122,810
-4,000
|
|
||
69
UGI
UGI
$7.21B
| $1.33M | 0.48% |
36,474
+550
|
|
||
70
GE HealthCare
GEHC
$34.7B
| $1.33M | 0.48% |
17,922
+1,400
|
|
||
71
Trane Technologies
TT
$94.4B
| $1.31M | 0.48% |
3,000
|
|
||
72
H&R Block
HRB
$6.64B
| $1.28M | 0.46% |
23,233
|
|
||
73
Exxon Mobil
XOM
$481B
| $1.25M | 0.45% |
11,564
|
|
||
74
Halliburton
HAL
$21.5B
| $1.22M | 0.44% |
59,985
|
|
||
75
GE Vernova
GEV
$159B
| $1.21M | 0.44% |
2,281
|
|