Titelia

Holdings of Argyle Capital Management, LLC

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Net assets
-
Positions
124 in 4 countries
Top ten
28.1 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Stanley Black & Decker Inc 6,675474.3K $
102NVIDIA Corp 2,500436K $
103Public Service Enterprise Group Inc 5,250425K $
104Selective Insurance Group Inc 5,474412.7K $
105Abbott Laboratories 3,905400.9K $
106CenterPoint Energy Inc 8,600371.2K $
107Novartis AG 2,375362.8K $
108Amazon.com Inc 1,739362.2K $
109AmeriServ Financial Inc 94,865343.4K $
110Lamb Weston Holdings Inc 7,375311.7K $
111Crane Co 1,813310K $
112HSBC Holdings PLC 3,650301.1K $
113Kennametal Inc 7,500271K $
114Warner Bros Discovery Inc 9,271254.6K $
115Taiwan Semiconductor Manufacturing Co Ltd 753254.5K $
116Charter Communications, Inc. 1,157249.8K $
117Alphabet Inc 846242.7K $
118Aflac Inc 2,120232.6K $
119Solventum Corp 3,539231.1K $
120PTC Inc 1,551221K $
121Ingersoll Rand Inc 2,647212.1K $
122Tutor Perini Corp 2,700208.4K $
123Laboratory Corp. of America Holdings 776207K $
124Newell Brands Inc 10,50036K $

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Sector breakdown

  • Health care 19.4 %
  • Technology 16.7 %
  • Industrials 15.2 %
  • Financials 12.9 %
  • Energy 5.7 %
  • Utilities 5.3 %
  • Consumer staples 4.2 %
  • Materials 4.0 %
  • Communication 3.9 %
  • Consumer discretionary 2.0 %
  • Unattributed 10.6 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.3 %
  • United Kingdom 0.4 %
  • Israel 0.2 %
  • Taiwan 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States121285.4M $99.33 %
2United Kingdom11.2M $0.42 %
3Israel1487.9K $0.17 %
4Taiwan1254.5K $0.09 %
Cite this page

Titelia. "Holdings of Argyle Capital Management, LLC". https://titelia.com/en/funds/US13F1321194