Argus Investors' Counsel
Argus Investors' Counsel reported 106 stocks worth $129M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are NVDA (4.9%), AMAT (4.1%) and GOOGL (4.1%). Compared with Q2 2026, the fund opened new positions in BKNG, GEV and MBSF, added to GOOGL, LLY and COST, trimmed AMAT, ADI and PWR and sold out of SCHW, ORCL and ECL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $6.3M | 4.9% | 28K | No change | 8 of 8 | |
| 2 |  AMAT Applied Matls Inc | $5.3M | 4.1% | 10K | −125 (−1%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $5.3M | 4.1% | 15K | +40 (+0%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $5.3M | 4.1% | 16K | No change | 8 of 8 | |
| 5 |  ADI Analog Devices Inc | $4.7M | 3.7% | 12K | −23 (−0%) | 8 of 8 | |
| 6 |  PWR Quanta Svcs Inc | $4.7M | 3.6% | 7,253 | −190 (−3%) | 8 of 8 | |
| 7 |  LLY Eli Lilly & Co | $4.6M | 3.6% | 4,011 | +24 (+1%) | 8 of 8 | |
| 8 |  JPM Jpmorgan Chase & Co. | $4.5M | 3.5% | 13K | −15 (−0%) | 8 of 8 | |
| 9 |  META Meta Platforms Inc | $4.2M | 3.3% | 5,761 | −54 (−1%) | 8 of 8 | |
| 10 |  COST Costco Whsl Corp New | $3.9M | 3.0% | 4,252 | +8 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SCHW Schwab Charles Corp | $2.3M | 25K |
 ORCL Oracle Corp | $2.1M | 15K |
 ECL Ecolab Inc | $506K | 1,815 |
 BSV Vanguard Short-Term Bond ETF | $475K | 6,091 |
 UNP Union Pac Corp | $286K | 1,050 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Argus Investors' Counsel 13F FAQ
What does Argus Investors' Counsel own?
Argus Investors' Counsel reported 106 stocks worth $129M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are NVDA (4.9%), AMAT (4.1%) and GOOGL (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Argus Investors' Counsel buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 25 added to, 43 trimmed and 9 sold out. New positions include BKNG, GEV and MBSF. It sold all of SCHW, ORCL and ECL.
When will Argus Investors' Counsel file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Argus Investors' Counsel's portfolio worth?
The Q3 2026 filing reports $129M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.