1y return+15.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $120 against $127 in the S&P 500.2
Argyle Capital Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $9.0M | 5.7% | +2.4% |
| IWDIshares Tr | $4.4M | 2.8% | |
| MSFTMicrosoft Corp | $4.3M | 2.7% | +6.4% |
| IWFIshares Tr | $4.0M | 2.5% | |
| AMZNAmazon Com Inc | $3.4M | 2.2% | +3.6% |
| LQDIshares Tr | $3.0M | 1.9% | −5.9% |
| XBISpdr Series Trust | $3.0M | 1.9% | −1.4% |
| IJRIshares Tr | $3.0M | 1.9% | −4.3% |
| NVDANvidia Corporation | $2.7M | 1.7% | +8.3% |
| BRK/BBerkshire Hathaway Inc Del | $2.7M | 1.7% | +7.2% |
| AMJBJpmorgan Chase Finl Co LLC | $2.6M | 1.6% | +5.8% |
| IDVIshares Tr | $2.5M | 1.6% | +1.6% |
| IGVIshares Tr | $2.4M | 1.5% | +31.3% |
| ABBVAbbvie Inc | $2.3M | 1.5% | +4.6% |
| GOOGLAlphabet Inc | $2.3M | 1.4% | −2.0% |
| JPMJpmorgan Chase & Co | $2.3M | 1.4% | |
| SHYIshares Tr | $2.3M | 1.4% | −12.2% |
| VWOVanguard Intl Equity Index F | $2.1M | 1.3% | −5.5% |
| TLTIshares Tr | $1.9M | 1.2% | +3.6% |
| EPDEnterprise Prods Partners L | $1.9M | 1.2% | |
| MPLXMplx LP | $1.9M | 1.2% | +24.4% |
| SPYState Str Spdr S&p 500 Etf T | $1.8M | 1.2% | −8.2% |
| Dimensional Etf TrustCUSIP 25434V831 | $1.8M | 1.1% | |
| WMBWilliams Cos Inc | $1.8M | 1.1% | +5.9% |
| AMGNAmgen Inc | $1.8M | 1.1% | +5.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SMHVaneck Etf Trust | December 31, 2024 | +170.8% | $1.4M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2024 | +123.0% | $1.6M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $2.3M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $1.6M |
| XBISpdr Series Trust | December 31, 2024 | +75.7% | $3.0M |
| PHParker-hannifin Corp | December 31, 2024 | +53.8% | $1.6M |
| IDVIshares Tr | December 31, 2024 | +51.3% | $2.5M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $2.7M |
| ABBVAbbvie Inc | December 31, 2024 | +41.6% | $2.3M |
| AMGNAmgen Inc | December 31, 2024 | +38.9% | $1.8M |
Sold off last quarter
- BXBlackstone Inc was $524K
- SPGIS&p Global Inc was $445K
- CRMSalesforce Inc was $351K
- DHID R Horton Inc was $309K
- KBHKb Home was $298K
- SUSAIshares Tr was $224K
- PHYSSprott Asset Management LP was $213K
- SIVRAbrdn Silver Etf Trust was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.5% | +14.8% |
| March 31, 2026 | −0.2% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +4.9% | +10.5% |
| March 31, 2025 | −1.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Argyle Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2079995&type=13F-HR&dateb=&owner=include&count=40CIK 2079995
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2079995/000207999526000003/Filed August 7, 2026 · accession 0002079995-26-000003