Q2 2026 13F · SEC CIK 7195

Argus Investors' Counsel, Inc.

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $129.9M
Reported positions: 106
Top holdings a year, 3 yrs: +21.5%
Assets under management: $137.3M

Argus Investors' Counsel, Inc. is a wealth manager that reported 106 positions worth $129.9M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Applied Matls Inc (AMAT, 5.9%), Nvidia Corporation Com (NVDA, 4.3%), Alphabet Inc (GOOGL, 4.2%). A portfolio copying its top holdings returned 21.5% a year over the last 3 years, against 20.4% for the S&P 500.

Argus Investors' Counsel, Inc. holdings largest 50 of 106 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Argus Investors' Counsel, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMATApplied Matls Inc	5.9%	3.3%	10,528	-2.9%	$7.6M
NVDANvidia Corporation Com	4.3%	4.4%	27,799	-2.4%	$5.6M
GOOGLAlphabet Inc	4.2%	4.1%	15,356	-3.4%	$5.5M
PWRQuanta Svcs Inc Com	4.1%	3.8%	7,443	-4.0%	$5.4M
LLYLilly Eli & Co	3.7%	3.3%	3,987	-1.9%	$4.8M
ADIAnalog Devices Inc	3.6%	3.5%	11,932	-2.9%	$4.7M
AAPLApple Inc	3.5%	3.7%	15,813	-3.5%	$4.6M
JPMJpmorgan Chase & Co	3.4%	3.6%	13,476	-2.5%	$4.4M
COSTCostco Whsl Corp New	3.1%	3.8%	4,244	-2.3%	$4.0M
TTTrane Technologies PLC	2.9%	2.9%	7,618	-2.5%	$3.7M
URIUnited Rentals Inc Com	2.8%	2.1%	3,196	-2.9%	$3.6M
METAMeta Platforms Inc Class A	2.5%	3.0%	5,815	-2.5%	$3.3M
AMZNAmazon Com Inc Com	2.2%	2.2%	11,769	-2.7%	$2.8M
VVisa Inc Com Cl A	2.1%	2.2%	7,810	-3.0%	$2.7M
WFCWells Fargo Co New	1.9%	2.1%	29,328	-3.4%	$2.4M
BLKBlackrock Inc	1.8%	2.1%	2,392	-2.3%	$2.3M
SCHWSchwab Charles Corp	1.7%	2.3%	24,598	-11.9%	$2.3M
TRGPTarga Res Corp	1.7%	1.9%	8,333	-0.5%	$2.2M
ANETArista Networks Inc	1.7%	1.5%	13,108	-2.6%	$2.2M
ORCLOracle Corp	1.6%	2.0%	14,585	-2.7%	$2.1M
PANWPalo Alto Networks Inc	1.6%	0.9%	6,185	-3.6%	$2.1M
KLACKla Corp	1.5%	0.9%	6,517	+852.8%	$2.0M
GDGeneral Dynamics Corp	1.4%	1.6%	5,106	-1.7%	$1.8M
SPGIS&P Global Inc.	1.3%	1.6%	4,124	-2.4%	$1.7M
SNOWSnowflake Inc	1.3%	0.9%	6,448	-2.5%	$1.6M
DELLDell Technologies Inc	1.1%	—	3,341	—	$1.4M
MSFTMicrosoft Corp	1.1%	1.2%	3,761	-0.4%	$1.4M
NYTNew York Times Co Mtn Be	1.1%	1.4%	19,719	+7.6%	$1.4M
AVGOBroadcom Inc	1.1%	1.0%	3,645	-0.9%	$1.4M
LRCXLam Research Corp	1.0%	0.6%	3,104	-0.7%	$1.3M
CEGConstellation Energy Corp	1.0%	1.3%	5,248	+3.9%	$1.3M
DXCMDexcom Inc	0.9%	1.0%	17,876	-2.6%	$1.2M
AXPAmerican Express Co Com	0.9%	0.9%	3,466	-0.1%	$1.2M
GEGe Aerospace	0.9%	0.8%	3,067	-0.6%	$1.1M
XOMExxon Mobil Corp	0.8%	—	7,893	—	$1.1M
UBERUber Technologies Inc	0.7%	0.7%	13,350	+22.7%	$963K
TJXTjx Cos Inc New Com	0.7%	0.8%	6,354	+7.7%	$963K
DASHDoordash Inc	0.7%	0.7%	5,188	-3.0%	$957K
IWFIshares Russell 1000 Growth ETF	0.7%	0.8%	7,390	+253.4%	$918K
BNYBank of New York Mellon Corp	0.7%	0.6%	6,112	-0.6%	$884K
WMTWalmart Inc	0.7%	0.9%	7,773	-0.4%	$880K
JNJJohnson & Johnson	0.6%	0.7%	3,120	+3.4%	$792K
MAMastercard Inc.	0.6%	0.7%	1,522	-0.3%	$782K
MRVLMarvell Technology Inc	0.5%	—	2,368	—	$705K
PHParker-Hannifin Corp	0.5%	0.6%	683	-1.2%	$668K
HWMHowmet Aerospace Inc	0.5%	0.5%	2,436	-0.7%	$655K
TSMTaiwan Semiconductor Manufac	0.5%	—	1,340	—	$640K
IEIIshares	0.5%	0.6%	5,338	+1.8%	$627K
TXNTexas Instruments Inc	0.5%	—	2,083	—	$621K
SPHQInvesco Exchange Traded Fd T	0.5%	—	6,726	—	$606K

What Argus Investors' Counsel, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+852.8% shares
IWF Ishares Russell 1000 Growth ETF+253.4% shares
UBER Uber Technologies Inc+22.7% shares
TJX Tjx Cos Inc New Com+7.7% shares
NYT New York Times Co Mtn Be+7.6% shares

Reduced

SCHW Schwab Charles Corp-11.9% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.0% /yr; S&P 500 +20.1%
3 years: +21.5% /yr; S&P 500 +20.4%
5 years: +12.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$129.9M	106
Q1 2026	$112.5M	102
Q4 2025	$125.2M	105
Q3 2025	$125.8M	110
Q2 2025	$140.9M	111
Q1 2025	$131.3M	114
Q4 2024	$149.8M	117
Q3 2024	$153.3M	111
Q2 2024	$162.7M	107
Q1 2024	$162.9M	108
Q4 2023	$155.8M	98
Q3 2023	$138.8M	95

Questions about Argus Investors' Counsel, Inc.'s portfolio

What stocks does Argus Investors' Counsel, Inc. own?

Argus Investors' Counsel, Inc.'s latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 106 positions worth $129.9M. The largest are Applied Matls Inc (AMAT) at 5.9%, Nvidia Corporation Com (NVDA) at 4.3%, Alphabet Inc (GOOGL) at 4.2%, Quanta Svcs Inc Com (PWR) at 4.1% and Lilly Eli & Co (LLY) at 3.7%.

What did Argus Investors' Counsel, Inc. buy last quarter?

In Q2 2026, Argus Investors' Counsel, Inc. added Kla Corp (KLAC) (+852.8% shares), Ishares Russell 1000 Growth ETF (IWF) (+253.4% shares) and Uber Technologies Inc (UBER) (+22.7% shares), compared with its Q1 2026 filing.

What did Argus Investors' Counsel, Inc. sell last quarter?

In Q2 2026, Argus Investors' Counsel, Inc. cut from its top 50 Boston Scientific Corp (BSX), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Amgen Inc Com (AMGN), cut from its top 50 Duke Energy (DUK), cut from its top 50 Mckesson Corp Com (MCK) and Schwab Charles Corp (SCHW) (-11.9% shares), compared with its Q1 2026 filing.

How has Argus Investors' Counsel, Inc.'s portfolio performed?

A portfolio copying Argus Investors' Counsel, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.0% against +20.1%. Over 5 years: +12.8% a year against +11.6%.

When is Argus Investors' Counsel, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Argus Investors' Counsel, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Argus Investors' Counsel, Inc. manage?

Argus Investors' Counsel, Inc. reported $137.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $129.9M.