Argus Investors' Counsel, Inc.
107 holdingsFiling period: 2026-06-30Current AUM: $125.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | 10.5K | $7.6M | $3.5M | 2.80% | -310 | 2026-06-30 |
| 2 | NVDA | Nvidia Corp | 27.8K | $5.6M | $5.2M | 4.15% | -675 | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 15.4K | $5.5M | $4.4M | 3.49% | -545 | 2026-06-30 |
| 4 | PWR | Quanta Services Inc | 7.4K | $5.4M | $4.0M | 3.22% | -313 | 2026-06-30 |
| 5 | LLY | Eli Lilly and Company | 4.0K | $4.8M | $5.4M | 4.31% | -76 | 2026-06-30 |
| 6 | ADI | Analog Devices Inc | 11.9K | $4.7M | $4.3M | 3.47% | -358 | 2026-06-30 |
| 7 | AAPL | Apple Inc | 15.8K | $4.6M | $5.4M | 4.33% | -570 | 2026-06-30 |
| 8 | JPM | JPMorgan Chase & Co | 13.5K | $4.4M | $4.5M | 3.60% | -347 | 2026-06-30 |
| 9 | COST | Costco Wholesale Corp | 4.2K | $4.0M | $4.5M | 3.57% | -99 | 2026-06-30 |
| 10 | — | Trane Technologies plc | 7.6K | $3.7M | $3.7M | 2.99% | -197 | 2026-06-30 |
| 11 | URI | United Rentals Inc | 3.2K | $3.6M | $3.4M | 2.70% | -95 | 2026-06-30 |
| 12 | META | Meta Platforms Inc | 5.8K | $3.3M | $3.5M | 2.83% | -152 | 2026-06-30 |
| 13 | AMZN | Amazon.com Inc | 11.8K | $2.8M | $3.1M | 2.44% | -322 | 2026-06-30 |
| 14 | V | Visa Inc | 7.8K | $2.7M | $3.3M | 2.64% | -243 | 2026-06-30 |
| 15 | WFC | Wells Fargo & Company | 29.3K | $2.4M | $2.5M | 1.97% | -1,027 | 2026-06-30 |
| 16 | BLK | BlackRock Inc | 2.4K | $2.3M | $2.8M | 2.25% | -57 | 2026-06-30 |
| 17 | SCHW | Schwab Charles Corp | 24.6K | $2.3M | $2.2M | 1.80% | -3,309 | 2026-06-30 |
| 18 | TRGP | Targa Resources Corp | 8.3K | $2.2M | $2.2M | 1.76% | -42 | 2026-06-30 |
| 19 | ANET | Arista Networks Inc | 13.1K | $2.2M | $2.2M | 1.79% | -350 | 2026-06-30 |
| 20 | ORCL | Oracle Corp | 14.6K | $2.1M | $1.7M | 1.35% | -405 | 2026-06-30 |
| 21 | PANW | Palo Alto Networks | 6.2K | $2.1M | $1.9M | 1.55% | -231 | 2026-06-30 |
| 22 | KLAC | KLA Corp | 6.5K | $2.0M | $902K | 0.72% | +5.8K | 2026-06-30 |
| 23 | GD | General Dynamics Corp | 5.1K | $1.8M | $1.8M | 1.44% | -87 | 2026-06-30 |
| 24 | SPGI | S&P Global Inc | 4.1K | $1.7M | $1.9M | 1.54% | -101 | 2026-06-30 |
| 25 | SNOW | Snowflake Inc | 6.4K | $1.6M | $1.8M | 1.42% | -162 | 2026-06-30 |
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