Titelia

Holdings of ARGUS INVESTORS' COUNSEL, INC.

99 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 37.9 % of the equity sleeve

Sector breakdown

  • Technology 27.0 %
  • Financials 18.8 %
  • Industrials 11.9 %
  • Health care 9.6 %
  • Communication 8.4 %
  • Consumer staples 5.1 %
  • Consumer discretionary 4.5 %
  • Energy 3.6 %
  • Utilities 2.8 %
  • Materials 1.3 %
  • Funds 1.0 %
  • Real estate 0.2 %
  • Unattributed 5.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.4 %
  • TW 0.4 %
  • GB 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US97107.9M $99.40 %
2TW1446.4K $0.41 %
3GB1205.8K $0.19 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 28,4745M $
2Alphabet Inc 15,9014.6M $
3Costco Wholesale Corp 4,3434.3M $
4Quanta Services Inc 7,7564.3M $
5Apple Inc 16,3834.2M $
6JPMorgan Chase & Co 13,8234.1M $
7Analog Devices Inc 12,2903.9M $
8Eli Lilly & Co 4,0633.7M $
9Applied Materials Inc 10,8383.7M $
10Meta Platforms Inc 5,9673.4M $
11Charles Schwab Corp/The 27,9072.6M $
12Amazon.com Inc 12,0912.5M $
13Visa Inc 8,0532.4M $
14Wells Fargo & Co 30,3552.4M $
15United Rentals Inc 3,2912.4M $
16Blackrock Inc 2,4492.4M $
17Oracle Corp 14,9902.2M $
18Targa Resources Corp 8,3752.1M $
19S&P Global Inc 4,2251.8M $
20General Dynamics Corp 5,1931.8M $
21Arista Networks Inc 13,4581.7M $
22Boston Scientific Corp 25,7121.6M $
23New York Times Co/The 18,3271.5M $
24Constellation Energy Corp. 5,0531.4M $
25Microsoft Corp 3,7781.4M $
26Exxon Mobil Corp 7,9701.4M $
27Dexcom Inc 18,3481.2M $
28Broadcom Inc 3,6771.1M $
29American Express Co 3,4711M $
30Palo Alto Networks Inc 6,4161M $
31KLA Corp 6841M $
32Snowflake Inc 6,610996.9K $
33Walmart Inc 7,801969.5K $
34TJX Cos Inc/The 5,900942.2K $
35iShares Russell 1000 Growth ETF 2,091891.6K $
36General Electric Co 3,086875.7K $
37DoorDash Inc 5,348803K $
38Uber Technologies Inc 10,877782.4K $
39Mastercard Inc 1,527763.1K $
40Johnson & Johnson 3,017737.5K $
41Bank of New York Mellon Corp/The 6,151729.7K $
42Amgen Inc 1,951686.5K $
43Lam Research Corp 3,127668.1K $
44iShares Trust 5,246622.2K $
45Parker-Hannifin Corp 691618.6K $
46Duke Energy Corp 4,448582.4K $
47Howmet Aerospace Inc 2,454565.5K $
48McKesson Corp 629544.3K $
49Nasdaq Inc 6,251530.7K $
50Atmos Energy Corp 2,759509.6K $
51Netflix Inc 5,290508.6K $
52Southern Co/The 5,212503.1K $
53Ecolab Inc 1,885501.4K $
54Vanguard Short-term Bond Etf 6,101478.4K $
55iShares Trust 9,214469.5K $
56DoubleLine Mortgage ETF 9,452466.7K $
57Thermo Fisher Scientific Inc 931457.6K $
58iShares MSCI EAFE ETF 4,607447.5K $
59Vanguard Intermediate-Term Corporate Bond ETF 5,406447.3K $
60Taiwan Semiconductor Manufacturing Co Ltd 1,321446.4K $
61State Street Corp 3,451436.8K $
62International Business Machines Corp. 1,789433.6K $
63BondBloxx ETF Trust 8,349420.2K $
64Stryker Corp 1,269417K $
65Texas Instruments Inc 2,079403.6K $
66Verizon Communications Inc 8,036403.4K $
67Invesco Preferred ETF 36,854401K $
68Danaher Corp 2,106399.3K $
69Raymond James Financial Inc 2,724394.4K $
70Nucor Corp 2,290387.2K $
71Corning Inc 2,810382.1K $
72Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 5,030378.2K $
73iShares Russell 2000 ETF 1,442357.6K $
74Morgan Stanley 2,150353.8K $
75Marriott International Inc/MD 1,055345.1K $
76Caterpillar Inc 465329.4K $
77Cisco Systems, Inc. 4,156322.5K $
78iShares Core S&P 500 ETF 474309.6K $
79Norfolk Southern Corp 1,000287K $
80Schwab US Dividend Equity ETF 9,077278.5K $
81US Bancorp 5,233272.2K $
82Emerson Electric Co. 2,010263.4K $
83Waste Management Inc 1,141262.2K $
84Procter & Gamble Co/The 1,802260.3K $
85Air Products and Chemicals Inc 895260K $
86Union Pacific Corp 1,050254.8K $
87American Tower Corp 1,435247.7K $
88Illinois Tool Works Inc 944245.7K $
89Home Depot Inc/The 720236.8K $
90Marvell Technology Inc 2,364234.2K $
91Walt Disney Co/The 2,395230.8K $
92Zoetis Inc 1,923227.3K $
93International Paper Co 6,190221K $
94Phillips 66 1,196217.9K $
95Abbott Laboratories 2,115217.2K $
96Ameriprise Financial Inc 482214.2K $
97Adobe Inc 870211.5K $
98Shell PLC 2,213205.8K $
99Becton Dickinson & Co 1,280201.3K $