Argyle Capital Partners

LOS ANGELES, CAfiles as Argyle Capital Partners, LLC

$159m in 177 US stocks at the end of 30 June 2026. The top 10 are 24.9% of the money. It changed about 8.8% of the portfolio this quarter.

Value

$159m

Stocks

177

Top 10 share

24.9%

Turnover

8.8%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRITB
0.3% of the fund
IntelINTC
0.3% of the fund
Abbott LaboratoriesABT
0.3% of the fund
AccentureACN
0.3% of the fund
Ishares TRBYLD
0.2% of the fund
Goldman Sachs ETF TRGPIX
0.2% of the fund
TeslaTSLA
0.2% of the fund
Edison InternationalEIX
0.2% of the fund
Micron TechnologyMU
0.2% of the fund
First TR Exchange-Traded FDCIBR
0.2% of the fund
OracleORCL
0.2% of the fund
Wisdomtree TRDES
0.2% of the fund
Spdr Series TrustXOP
0.2% of the fund
Select Sector Spdr TRXLP
0.2% of the fund
Vanguard Index FDSVUG
0.2% of the fund
Ishares TRIYH
0.2% of the fund
Select Sector Spdr TRXLV
0.2% of the fund
CloroxCLX
0.2% of the fund
Vanguard World FDESGV
0.1% of the fund
Ishares TRMUB
0.1% of the fund
SandiskSNDK
0.1% of the fund
FirstCash HoldingsFCFS
0.1% of the fund
Invesco QQQ TRQQQ
0.1% of the fund
American ExpressAXP
0.1% of the fund
Vanguard World FDVGT
0.1% of the fund

Added

Bought more of a stock they already held.

AppleAAPL
5.7% of the fund
+2%
MicrosoftMSFT
2.7% of the fund
+6%
Amazon.comAMZN
2.2% of the fund
+4%
NvidiaNVDA
1.7% of the fund
+8%
Berkshire HathawayBRK-B
1.7% of the fund
+7%
Jpmorgan Chase FinlAMJB
1.6% of the fund
+6%
Ishares TRIGV
1.5% of the fund
+31%
AbbVieABBV
1.5% of the fund
+5%
Ishares TRTLT
1.2% of the fund
+4%
Mplx LPMPLX
1.2% of the fund
+24%
Williams CompaniesWMB
1.1% of the fund
+6%
AmgenAMGN
1.1% of the fund
+6%
OneokOKE
1.1% of the fund
+3%
NetflixNFLX
1.0% of the fund
+38%
AlphabetGOOG
1.0% of the fund
+6%
First TR Exchange-Traded FDFVD
1.0% of the fund
+6%
Energy Transfer L PET
0.9% of the fund
+9%
Capital GRP Fixed Incm ETF TCGMS
0.9% of the fund
+7%
Vaneck ETF TrustSMH
0.9% of the fund
+14%
Meta PlatformsMETA
0.8% of the fund
+22%
QualcommQCOM
0.7% of the fund
+3%
ChevronCVX
0.7% of the fund
+7%
J P Morgan Exchange Traded FJEPI
0.7% of the fund
+18%
DanaherDHR
0.7% of the fund
+5%
Ishares TREEM
0.7% of the fund
+6%

Cut

Sold some of their stake.

Ishares TRLQD
1.9% of the fund
-6%
Ishares TRIJR
1.9% of the fund
-4%
Ishares TRSHY
1.4% of the fund
-12%
Vanguard Intl Equity Index FVWO
1.3% of the fund
-6%
State STR Spdr S&P 500 ETF TSPY
1.2% of the fund
-8%
CrowdStrike HoldingsCRWD
1.0% of the fund
-4%
First TR Exch Traded FD IIIFPE
0.8% of the fund
-4%
Vaneck ETF TrustGDX
0.7% of the fund
-2%
Vanguard Index FDSVNQ
0.5% of the fund
-27%
Ishares TRIWM
0.4% of the fund
-4%
IsharesPICK
0.4% of the fund
-5%
Ishares TRIEI
0.3% of the fund
-14%
Bank of AmericaBAC
0.3% of the fund
-2%
Kimberly-ClarkKMB
0.3% of the fund
-39%
Invesco California Value Municipal Income TrustVCV
0.3% of the fund
-13%
Ishares TRTLH
0.2% of the fund
-47%
J P Morgan Exchange Traded FJEPQ
0.2% of the fund
-5%
Bondbloxx ETF TrustXTWY
0.2% of the fund
-4%
PfizerPFE
0.2% of the fund
-8%
Automatic Data ProcessingADP
0.2% of the fund
-51%
Goldman Sachs ETF TRJUST
0.2% of the fund
-2%
Bondbloxx ETF TrustXTEN
0.2% of the fund
-3%
Spdr Series TrustBIL
0.1% of the fund
-9%

Sold out

Sold their entire stake.

BlackstoneBX
-100%
S&P GlobalSPGI
-100%
SalesforceCRM
-100%
Horton D RDHI
-100%
KB HomeKBH
-100%
Ishares TRSUSA
-100%
Sprott Asset Management LPPHYS
-100%
Abrdn Silver ETF TrustSIVR
-100%

Holdings

AppleAAPL
Share
5.7%
Value
$9m
Shares
31,099
+2%
Ishares TRIWD
Share
2.8%
Value
$4m
Shares
18,266
Held
MicrosoftMSFT
Share
2.7%
Value
$4m
Shares
11,456
+6%
Ishares TRIWF
Share
2.5%
Value
$4m
Shares
32,103
Held
Amazon.comAMZN
Share
2.2%
Value
$3m
Shares
14,464
+4%
Ishares TRLQD
Share
1.9%
Value
$3m
Shares
27,737
-6%
Spdr Series TrustXBI
Share
1.9%
Value
$3m
Shares
18,791
Held
Ishares TRIJR
Share
1.9%
Value
$3m
Shares
19,953
-4%
NvidiaNVDA
Share
1.7%
Value
$3m
Shares
13,586
+8%
Berkshire HathawayBRK-B
Share
1.7%
Value
$3m
Shares
5,297
+7%
Jpmorgan Chase FinlAMJB
Share
1.6%
Value
$3m
Shares
74,702
+6%
Ishares TRIDV
Share
1.6%
Value
$3m
Shares
60,423
Held
Ishares TRIGV
Share
1.5%
Value
$2m
Shares
26,576
+31%
AbbVieABBV
Share
1.5%
Value
$2m
Shares
9,306
+5%
AlphabetGOOGL
Share
1.4%
Value
$2m
Shares
6,431
Held
JPMorgan ChaseJPM
Share
1.4%
Value
$2m
Shares
6,957
Held
Ishares TRSHY
Share
1.4%
Value
$2m
Shares
27,675
-12%
Vanguard Intl Equity Index FVWO
Share
1.3%
Value
$2m
Shares
35,092
-6%
Ishares TRTLT
Share
1.2%
Value
$2m
Shares
22,458
+4%
Enterprise Products Partners L.P.EPD
Share
1.2%
Value
$2m
Shares
52,209
Held
Mplx LPMPLX
Share
1.2%
Value
$2m
Shares
33,677
+24%
State STR Spdr S&P 500 ETF TSPY
Share
1.2%
Value
$2m
Shares
2,460
-8%
Dimensional ETF TrustDUHP
Share
1.1%
Value
$2m
Shares
43,544
Held
Williams CompaniesWMB
Share
1.1%
Value
$2m
Shares
24,240
+6%
AmgenAMGN
Share
1.1%
Value
$2m
Shares
4,851
+6%
OneokOKE
Share
1.1%
Value
$2m
Shares
20,035
+3%
NetflixNFLX
Share
1.0%
Value
$2m
Shares
23,111
+38%
CrowdStrike HoldingsCRWD
Share
1.0%
Value
$2m
Shares
2,083
-4%
Parker-HannifinPH
Share
1.0%
Value
$2m
Shares
1,620
Held
AlphabetGOOG
Share
1.0%
Value
$2m
Shares
4,482
+6%
First TR Exchange-Traded FDFVD
Share
1.0%
Value
$2m
Shares
32,412
+6%
Energy Transfer L PET
Share
0.9%
Value
$1m
Shares
76,390
+9%
Capital GRP Fixed Incm ETF TCGMS
Share
0.9%
Value
$1m
Shares
52,545
+7%
Vaneck ETF TrustSMH
Share
0.9%
Value
$1m
Shares
2,088
+14%
VisaV
Share
0.8%
Value
$1m
Shares
3,885
Held
Williams SonomaWSM
Share
0.8%
Value
$1m
Shares
5,524
Held
Meta PlatformsMETA
Share
0.8%
Value
$1m
Shares
2,268
+22%
Ameriprise FinancialAMP
Share
0.8%
Value
$1m
Shares
2,685
Held
First TR Exch Traded FD IIIFPE
Share
0.8%
Value
$1m
Shares
68,775
-4%
QualcommQCOM
Share
0.7%
Value
$1m
Shares
6,403
+3%
Ishares TRDVY
Share
0.7%
Value
$1m
Shares
7,534
Held
ChevronCVX
Share
0.7%
Value
$1m
Shares
7,010
+7%
J P Morgan Exchange Traded FJEPI
Share
0.7%
Value
$1m
Shares
20,298
+18%
DanaherDHR
Share
0.7%
Value
$1m
Shares
5,967
+5%
Vaneck ETF TrustGDX
Share
0.7%
Value
$1m
Shares
14,445
-2%
Ishares TREEM
Share
0.7%
Value
$1m
Shares
15,374
+6%
Select Sector Spdr TRXLU
Share
0.7%
Value
$1m
Shares
22,868
+17%
Ishares TRIYW
Share
0.6%
Value
$999,610
Shares
3,963
+8%
Martin Marietta MaterialsMLM
Share
0.6%
Value
$981,543
Shares
1,702
Held
Vanguard Tax-Managed FDSVEA
Share
0.6%
Value
$967,575
Shares
13,580
Held
Ishares TRHYG
Share
0.6%
Value
$962,458
Shares
12,035
Held
DeereDE
Share
0.6%
Value
$961,951
Shares
1,516
+6%
Costco WholesaleCOST
Share
0.6%
Value
$959,073
Shares
1,025
+14%
Microchip TechnologyMCHP
Share
0.6%
Value
$913,094
Shares
10,012
Held
Ishares TRCMF
Share
0.6%
Value
$910,770
Shares
15,801
Held
Hess Midstream LPHESM
Share
0.6%
Value
$874,050
Shares
23,246
+10%
Johnson Controls InternationalJCI
Share
0.5%
Value
$871,546
Shares
5,965
Held
Select Sector Spdr TRXLE
Share
0.5%
Value
$855,251
Shares
16,104
+6%
RTXRTX
Share
0.5%
Value
$838,568
Shares
4,420
+22%
OshkoshOSK
Share
0.5%
Value
$813,904
Shares
5,303
Held
Altria GroupMO
Share
0.5%
Value
$789,230
Shares
10,969
+7%
NextEra EnergyNEE
Share
0.5%
Value
$776,765
Shares
8,850
Held
Vanguard Index FDSVNQ
Share
0.5%
Value
$765,514
Shares
7,939
-27%
Ishares TRAGG
Share
0.5%
Value
$763,333
Shares
7,712
+265%
MastercardMA
Share
0.5%
Value
$752,980
Shares
1,466
+7%
ExxonMobil HoldingsXOM
Share
0.5%
Value
$728,440
Shares
5,328
+6%
General DynamicsGD
Share
0.5%
Value
$714,442
Shares
2,017
+17%
Pimco ETF TRPYLD
Share
0.4%
Value
$707,103
Shares
26,663
+48%
Vanguard Intl Equity Index FVEU
Share
0.4%
Value
$705,287
Shares
8,421
Held
Nushares ETF TRNUDM
Share
0.4%
Value
$699,590
Shares
17,481
+43%
Phillips 66PSX
Share
0.4%
Value
$688,372
Shares
4,072
Held
SLB LimitedSLB
Share
0.4%
Value
$667,517
Shares
14,358
+7%
Invesco Exch Traded FD TR IIPCEF
Share
0.4%
Value
$654,876
Shares
32,244
+28%
Northrop GrummanNOC
Share
0.4%
Value
$653,673
Shares
1,283
+49%
Lockheed MartinLMT
Share
0.4%
Value
$648,284
Shares
1,272
+39%
CortevaCTVA
Share
0.4%
Value
$642,543
Shares
7,587
Held
Novartis AGNVS
Share
0.4%
Value
$641,612
Shares
4,094
Held
EOG ResourcesEOG
Share
0.4%
Value
$632,403
Shares
4,875
+4%
Etfs Gold TRSGOL
Share
0.4%
Value
$610,036
Shares
15,957
+8%
Select Sector Spdr TRXLF
Share
0.4%
Value
$598,631
Shares
11,166
+80%
Vanguard Scottsdale FDSVMBS
Share
0.4%
Value
$580,977
Shares
12,412
+29%
Ishares TRIWM
Share
0.4%
Value
$561,406
Shares
1,869
-4%
IsharesPICK
Share
0.4%
Value
$559,868
Shares
9,628
-5%
Dimensional ETF TrustDFIV
Share
0.3%
Value
$550,680
Shares
10,194
+37%
Ishares TRIEI
Share
0.3%
Value
$536,519
Shares
4,569
-14%
Bank of AmericaBAC
Share
0.3%
Value
$534,188
Shares
9,375
-2%
Ishares TRITB
Share
0.3%
Value
$533,003
Shares
5,102
New
IntelINTC
Share
0.3%
Value
$518,379
Shares
3,713
New
Vanguard Calif TAX Free FDSVTEC
Share
0.3%
Value
$503,000
Shares
5,000
Held
Cisco SystemsCSCO
Share
0.3%
Value
$501,821
Shares
4,272
+34%
Verizon CommunicationsVZ
Share
0.3%
Value
$489,739
Shares
11,566
+37%
Schwab Strategic TRFNDX
Share
0.3%
Value
$488,674
Shares
15,713
Held
Abbott LaboratoriesABT
Share
0.3%
Value
$485,913
Shares
5,355
New
Ishares TRIGEB
Share
0.3%
Value
$480,241
Shares
10,646
Held
Coca-ColaKO
Share
0.3%
Value
$479,087
Shares
5,895
+7%
BroadcomAVGO
Share
0.3%
Value
$475,210
Shares
1,258
+15%
Plains ALL Amern Pipeline LPAA
Share
0.3%
Value
$467,460
Shares
21,000
+33%
Dimensional ETF TrustDFSV
Share
0.3%
Value
$459,962
Shares
11,858
+3%
LennarLEN
Share
0.3%
Value
$459,870
Shares
5,082
Held
Ishares TRPFF
Share
0.3%
Value
$458,417
Shares
15,035
+24%

Company	Share of fund	Value	Shares	Change
AppleAAPL	5.7%	$9m	31,099	+2%
Ishares TRIWD	2.8%	$4m	18,266	Held
MicrosoftMSFT	2.7%	$4m	11,456	+6%
Ishares TRIWF	2.5%	$4m	32,103	Held
Amazon.comAMZN	2.2%	$3m	14,464	+4%
Ishares TRLQD	1.9%	$3m	27,737	-6%
Spdr Series TrustXBI	1.9%	$3m	18,791	Held
Ishares TRIJR	1.9%	$3m	19,953	-4%
NvidiaNVDA	1.7%	$3m	13,586	+8%
Berkshire HathawayBRK-B	1.7%	$3m	5,297	+7%
Jpmorgan Chase FinlAMJB	1.6%	$3m	74,702	+6%
Ishares TRIDV	1.6%	$3m	60,423	Held
Ishares TRIGV	1.5%	$2m	26,576	+31%
AbbVieABBV	1.5%	$2m	9,306	+5%
AlphabetGOOGL	1.4%	$2m	6,431	Held
JPMorgan ChaseJPM	1.4%	$2m	6,957	Held
Ishares TRSHY	1.4%	$2m	27,675	-12%
Vanguard Intl Equity Index FVWO	1.3%	$2m	35,092	-6%
Ishares TRTLT	1.2%	$2m	22,458	+4%
Enterprise Products Partners L.P.EPD	1.2%	$2m	52,209	Held
Mplx LPMPLX	1.2%	$2m	33,677	+24%
State STR Spdr S&P 500 ETF TSPY	1.2%	$2m	2,460	-8%
Dimensional ETF TrustDUHP	1.1%	$2m	43,544	Held
Williams CompaniesWMB	1.1%	$2m	24,240	+6%
AmgenAMGN	1.1%	$2m	4,851	+6%
OneokOKE	1.1%	$2m	20,035	+3%
NetflixNFLX	1.0%	$2m	23,111	+38%
CrowdStrike HoldingsCRWD	1.0%	$2m	2,083	-4%
Parker-HannifinPH	1.0%	$2m	1,620	Held
AlphabetGOOG	1.0%	$2m	4,482	+6%
First TR Exchange-Traded FDFVD	1.0%	$2m	32,412	+6%
Energy Transfer L PET	0.9%	$1m	76,390	+9%
Capital GRP Fixed Incm ETF TCGMS	0.9%	$1m	52,545	+7%
Vaneck ETF TrustSMH	0.9%	$1m	2,088	+14%
VisaV	0.8%	$1m	3,885	Held
Williams SonomaWSM	0.8%	$1m	5,524	Held
Meta PlatformsMETA	0.8%	$1m	2,268	+22%
Ameriprise FinancialAMP	0.8%	$1m	2,685	Held
First TR Exch Traded FD IIIFPE	0.8%	$1m	68,775	-4%
QualcommQCOM	0.7%	$1m	6,403	+3%
Ishares TRDVY	0.7%	$1m	7,534	Held
ChevronCVX	0.7%	$1m	7,010	+7%
J P Morgan Exchange Traded FJEPI	0.7%	$1m	20,298	+18%
DanaherDHR	0.7%	$1m	5,967	+5%
Vaneck ETF TrustGDX	0.7%	$1m	14,445	-2%
Ishares TREEM	0.7%	$1m	15,374	+6%
Select Sector Spdr TRXLU	0.7%	$1m	22,868	+17%
Ishares TRIYW	0.6%	$999,610	3,963	+8%
Martin Marietta MaterialsMLM	0.6%	$981,543	1,702	Held
Vanguard Tax-Managed FDSVEA	0.6%	$967,575	13,580	Held
Ishares TRHYG	0.6%	$962,458	12,035	Held
DeereDE	0.6%	$961,951	1,516	+6%
Costco WholesaleCOST	0.6%	$959,073	1,025	+14%
Microchip TechnologyMCHP	0.6%	$913,094	10,012	Held
Ishares TRCMF	0.6%	$910,770	15,801	Held
Hess Midstream LPHESM	0.6%	$874,050	23,246	+10%
Johnson Controls InternationalJCI	0.5%	$871,546	5,965	Held
Select Sector Spdr TRXLE	0.5%	$855,251	16,104	+6%
RTXRTX	0.5%	$838,568	4,420	+22%
OshkoshOSK	0.5%	$813,904	5,303	Held
Altria GroupMO	0.5%	$789,230	10,969	+7%
NextEra EnergyNEE	0.5%	$776,765	8,850	Held
Vanguard Index FDSVNQ	0.5%	$765,514	7,939	-27%
Ishares TRAGG	0.5%	$763,333	7,712	+265%
MastercardMA	0.5%	$752,980	1,466	+7%
ExxonMobil HoldingsXOM	0.5%	$728,440	5,328	+6%
General DynamicsGD	0.5%	$714,442	2,017	+17%
Pimco ETF TRPYLD	0.4%	$707,103	26,663	+48%
Vanguard Intl Equity Index FVEU	0.4%	$705,287	8,421	Held
Nushares ETF TRNUDM	0.4%	$699,590	17,481	+43%
Phillips 66PSX	0.4%	$688,372	4,072	Held
SLB LimitedSLB	0.4%	$667,517	14,358	+7%
Invesco Exch Traded FD TR IIPCEF	0.4%	$654,876	32,244	+28%
Northrop GrummanNOC	0.4%	$653,673	1,283	+49%
Lockheed MartinLMT	0.4%	$648,284	1,272	+39%
CortevaCTVA	0.4%	$642,543	7,587	Held
Novartis AGNVS	0.4%	$641,612	4,094	Held
EOG ResourcesEOG	0.4%	$632,403	4,875	+4%
Etfs Gold TRSGOL	0.4%	$610,036	15,957	+8%
Select Sector Spdr TRXLF	0.4%	$598,631	11,166	+80%
Vanguard Scottsdale FDSVMBS	0.4%	$580,977	12,412	+29%
Ishares TRIWM	0.4%	$561,406	1,869	-4%
IsharesPICK	0.4%	$559,868	9,628	-5%
Dimensional ETF TrustDFIV	0.3%	$550,680	10,194	+37%
Ishares TRIEI	0.3%	$536,519	4,569	-14%
Bank of AmericaBAC	0.3%	$534,188	9,375	-2%
Ishares TRITB	0.3%	$533,003	5,102	New
IntelINTC	0.3%	$518,379	3,713	New
Vanguard Calif TAX Free FDSVTEC	0.3%	$503,000	5,000	Held
Cisco SystemsCSCO	0.3%	$501,821	4,272	+34%
Verizon CommunicationsVZ	0.3%	$489,739	11,566	+37%
Schwab Strategic TRFNDX	0.3%	$488,674	15,713	Held
Abbott LaboratoriesABT	0.3%	$485,913	5,355	New
Ishares TRIGEB	0.3%	$480,241	10,646	Held
Coca-ColaKO	0.3%	$479,087	5,895	+7%
BroadcomAVGO	0.3%	$475,210	1,258	+15%
Plains ALL Amern Pipeline LPAA	0.3%	$467,460	21,000	+33%
Dimensional ETF TrustDFSV	0.3%	$459,962	11,858	+3%
LennarLEN	0.3%	$459,870	5,082	Held
Ishares TRPFF	0.3%	$458,417	15,035	+24%

Showing the largest 100 of 177.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 30.8% since 30 June 2025.

Where the money is

Technology14.5%

Financial services6.6%

Energy5.4%

Industrials5.3%

Health care4.9%

Media & telecom4.7%

Retail & consumer3.9%

Everyday goods2.4%

Utilities1.9%

Materials1.2%

Real estate0.2%

Other49.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.