Argyle Capital Management
Argyle Capital Management reported 135 stocks worth $349M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are MSFT (3.9%), INTC (3.5%) and LLY (3.4%). Compared with Q2 2026, the fund added to IBM, BMY and PFE, trimmed MSFT, INTC and LLY and sold out of PNR, TPC and IR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $13.7M | 3.9% | 27K | −35 (−0%) | 8 of 8 | |
| 2 |  INTC Intel Corp | $12.3M | 3.5% | 102K | −600 (−1%) | 8 of 8 | |
| 3 |  LLY Eli Lilly & Co | $11.7M | 3.4% | 10K | −635 (−6%) | 8 of 8 | |
| 4 |  HPE Hewlett Packard Enterprise C | $10M | 2.9% | 156K | −1,275 (−1%) | 8 of 8 | |
| 5 |  JPM Jpmorgan Chase & Co. | $9.5M | 2.7% | 29K | −625 (−2%) | 8 of 8 | |
| 6 |  DELL Dell Technologies Inc | $9.4M | 2.7% | 17K | −120 (−1%) | 8 of 8 | |
| 7 |  MRK Merck & Co Inc | $8.9M | 2.6% | 62K | −1,000 (−2%) | 8 of 8 | |
| 8 |  MCK Mckesson Corp | $8.9M | 2.5% | 10K | −17 (−0%) | 8 of 8 | |
| 9 |  CSCO Cisco Sys Inc | $8.2M | 2.4% | 76K | −1,060 (−1%) | 8 of 8 | |
| 10 |  AMGN Amgen Inc | $8.2M | 2.3% | 19K | −165 (−1%) | 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
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 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Argyle Capital Management 13F FAQ
What does Argyle Capital Management own?
Argyle Capital Management reported 135 stocks worth $349M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are MSFT (3.9%), INTC (3.5%) and LLY (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Argyle Capital Management buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 39 added to, 34 trimmed and 5 sold out. It sold all of PNR, TPC and IR.
When will Argyle Capital Management 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 Argyle Capital Management's portfolio worth?
The Q3 2026 filing reports $349M 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.