13F HOLDINGS REPORT
Argyle Capital Management Inc.
Quarter ended Q2 2025 · Filed July 24, 2025 · Accession 0001321194-25-000008
Total Value
$275.8M
Positions
132
Other Managers
0
Confidential Omitted
No
Holdings (132)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 27,801 | $13.8M | 5.01% |
| 2 | Lilly Eli & Co | LLY | 11,127 | $8.7M | 3.14% |
| 3 | JP Morgan Chase & Co | VYLD | 29,779 | $8.6M | 3.13% |
| 4 | McKesson Corp | MCK | 10,704 | $7.8M | 2.84% |
| 5 | International Business Mach | INTR | 23,535 | $6.9M | 2.52% |
| 6 | PNC Finl Svcs Group Inc | 693475105 | 33,551 | $6.3M | 2.27% |
| 7 | RTX Corporation | RTX | 42,214 | $6.2M | 2.23% |
| 8 | Oracle Corp | ORCL-PD | 25,371 | $5.5M | 2.01% |
| 9 | Deere & Company | DE | 10,853 | $5.5M | 2.00% |
| 10 | Amgen Inc | AMGN | 19,371 | $5.4M | 1.96% |
| 11 | Cisco Sys Inc | CSCO | 77,694 | $5.4M | 1.95% |
| 12 | Merck & Co Inc | MRK | 59,301 | $4.7M | 1.70% |
| 13 | Paychex Inc | PAYX | 32,140 | $4.7M | 1.70% |
| 14 | Caterpillar Inc Del | CAT | 11,569 | $4.5M | 1.63% |
| 15 | Emerson Elec Co | EMR | 33,649 | $4.5M | 1.63% |
| 16 | AT&T Inc | T-PC | 151,924 | $4.4M | 1.59% |
| 17 | Bank of America Corp | 060505104 | 92,542 | $4.4M | 1.59% |
| 18 | Pulte Group Inc | 745867101 | 41,191 | $4.3M | 1.58% |
| 19 | Johnson & Johnson | JNJ | 25,904 | $4.0M | 1.43% |
| 20 | Chevron Corporation | CVX | 26,318 | $3.8M | 1.37% |
| 21 | Coca Cola Co | KO | 52,270 | $3.7M | 1.34% |
| 22 | Duke Energy Corp | DUKB | 30,393 | $3.6M | 1.30% |
| 23 | Verizon Communications | VZ | 82,764 | $3.6M | 1.30% |
| 24 | Enbridge Inc | ENNPF | 78,666 | $3.6M | 1.29% |
| 25 | Genuine Parts Co | GPC | 28,511 | $3.5M | 1.25% |
| 26 | ConocoPhillips | COP | 37,597 | $3.4M | 1.22% |
| 27 | Wells Fargo & Co New | 949746101 | 41,936 | $3.4M | 1.22% |
| 28 | Pfizer Inc | PFE | 138,206 | $3.4M | 1.21% |
| 29 | Medtronic Inc | MDT | 37,060 | $3.2M | 1.17% |
| 30 | Bristol Myers Squibb Co | CELG-RI | 68,852 | $3.2M | 1.16% |
| 31 | Allstate Corp | ALL-PJ | 15,790 | $3.2M | 1.15% |
| 32 | Hewlett Packard Enterprises | HPE-PC | 150,693 | $3.1M | 1.12% |
| 33 | 3M Co | MMM | 20,048 | $3.1M | 1.11% |
| 34 | MetLife Inc | MET-PF | 37,653 | $3.0M | 1.10% |
| 35 | Chubb Corp | CB | 9,998 | $2.9M | 1.05% |
| 36 | General Mtrs Corp | 37045V100 | 56,319 | $2.8M | 1.00% |
| 37 | United Parcel Service Inc | UPS | 27,405 | $2.8M | 1.00% |
| 38 | Fiserv Inc | FISV | 15,894 | $2.7M | 0.99% |
| 39 | Intel Corp | INTC | 118,075 | $2.6M | 0.96% |
| 40 | Waters Corp | 941848103 | 7,550 | $2.6M | 0.96% |
| 41 | Waste Management Inc Del | 94106L109 | 11,377 | $2.6M | 0.94% |
| 42 | Phillips 66 | PSX | 20,867 | $2.5M | 0.90% |
| 43 | Dell Technologies Inc | DELL | 19,896 | $2.4M | 0.88% |
| 44 | Southern Co | SOMN | 26,271 | $2.4M | 0.87% |
| 45 | PPL Corp | PPLC | 70,816 | $2.4M | 0.87% |
| 46 | Constellation Energy Corp | CEG | 7,082 | $2.3M | 0.83% |
| 47 | Hershey Foods Corp | HSY | 13,511 | $2.2M | 0.81% |
| 48 | Comcast Corp New | CCZ | 61,186 | $2.2M | 0.79% |
| 49 | Verisign Inc | VRSN | 7,434 | $2.1M | 0.78% |
| 50 | Truist Finl Corp | 89832Q109 | 49,366 | $2.1M | 0.77% |
| 51 | CVS Health Corp | CVS | 30,417 | $2.1M | 0.76% |
| 52 | DuPont De Nemours Inc | DD | 29,196 | $2.0M | 0.73% |
| 53 | Procter & Gamble Co | 742718109 | 12,142 | $1.9M | 0.70% |
| 54 | Corteva Inc | CTVA | 25,927 | $1.9M | 0.70% |
| 55 | Weyerhaeuser Co | WY | 73,100 | $1.9M | 0.68% |
| 56 | Baxter Intl Inc | 071813109 | 58,279 | $1.8M | 0.64% |
| 57 | GE Aerospace | 369604301 | 6,272 | $1.6M | 0.59% |
| 58 | Dow Inc | DOW | 59,678 | $1.6M | 0.57% |
| 59 | Schlumberger Ltd | SLB | 46,616 | $1.6M | 0.57% |
| 60 | Fifth Third Bancorp | FITBM | 38,300 | $1.6M | 0.57% |
| 61 | Freeport-McMoRan Inc | FCX | 35,670 | $1.5M | 0.56% |
| 62 | Broadcom Inc | AVGO | 5,358 | $1.5M | 0.54% |
| 63 | Air Products & Chem | AIIR | 5,199 | $1.5M | 0.53% |
| 64 | Global Pmts Inc | 37940X102 | 18,205 | $1.5M | 0.53% |
| 65 | Sonoco Products Co | 835495102 | 32,558 | $1.4M | 0.51% |
| 66 | Exelon Corporation | EXC | 32,342 | $1.4M | 0.51% |
| 67 | Shift4 Pmts Inc | 82452J109 | 13,500 | $1.3M | 0.49% |
| 68 | Ford Mtr Co Del | 345370860 | 122,810 | $1.3M | 0.48% |
| 69 | UGI Corp New | 902681105 | 36,474 | $1.3M | 0.48% |
| 70 | GE HealthCare Technologies | GEHC | 17,922 | $1.3M | 0.48% |
| 71 | Trane Technolgies PLC | TT | 3,000 | $1.3M | 0.48% |
| 72 | Block H&R Inc | BSQKZ | 23,233 | $1.3M | 0.46% |
| 73 | Exxon Mobil Corp | XOM | 11,564 | $1.2M | 0.45% |
| 74 | Halliburton Co | HAL | 59,985 | $1.2M | 0.44% |
| 75 | GE Vernova Inc | GEV | 2,281 | $1.2M | 0.44% |
| 76 | NXP Semiconductors N V | NXPI | 5,299 | $1.2M | 0.42% |
| 77 | Flowers Foods Inc | FLO | 71,018 | $1.1M | 0.41% |
| 78 | Archer Daniels Midland Co | ADM | 20,575 | $1.1M | 0.39% |
| 79 | Berkshire Hathaway Inc. Cl B | BRK-A | 2,226 | $1.1M | 0.39% |
| 80 | HP Inc | HPQ | 41,375 | $1.0M | 0.37% |
| 81 | TC Energy Corp | TRPRF | 20,435 | $997,024 | 0.36% |
| 82 | Apple Inc | AAPL | 4,745 | $973,532 | 0.35% |
| 83 | PepsiCo Inc. | PEP | 6,800 | $897,872 | 0.33% |
| 84 | McCormick & Co Inc | MKC-V | 10,550 | $799,901 | 0.29% |
| 85 | Texas Instrs Inc | 882508104 | 3,700 | $768,194 | 0.28% |
| 86 | Automatic Data Processing | ADP | 2,487 | $766,991 | 0.28% |
| 87 | BP PLC | BPPFF | 25,407 | $760,432 | 0.28% |
| 88 | Valero Energy Corp New | VLO | 5,500 | $739,310 | 0.27% |
| 89 | ConAgra Brands Inc | CAG | 35,245 | $721,465 | 0.26% |
| 90 | Motorola Solutions Inc | MSI | 1,699 | $714,362 | 0.26% |
| 91 | Moodys Corp | MCO | 1,400 | $702,226 | 0.25% |
| 92 | Corning Inc | GLW | 13,269 | $697,817 | 0.25% |
| 93 | Grainger W W Inc | 384802104 | 665 | $691,760 | 0.25% |
| 94 | American Elec Power | 025537101 | 6,600 | $684,816 | 0.25% |
| 95 | Qualcomm Inc | QCOM | 4,209 | $670,325 | 0.24% |
| 96 | Kraft Heinz Company | KHC | 25,540 | $659,443 | 0.24% |
| 97 | AbbVie Inc | ABBV | 3,500 | $649,670 | 0.24% |
| 98 | Norfolk Southern Corp | 655844108 | 2,462 | $630,198 | 0.23% |
| 99 | Amcor PLC | AMCCF | 67,630 | $621,520 | 0.23% |
| 100 | Illinois Tool Wks Inc | 452308109 | 2,490 | $615,653 | 0.22% |
| 101 | DXC Technology Co | DXC | 40,067 | $612,624 | 0.22% |
| 102 | TotalEnergies SE | TTE | 9,800 | $601,622 | 0.22% |
| 103 | Kimberly Clark Corp | KMB | 4,633 | $597,286 | 0.22% |
| 104 | NVIDIA Corporation | NVDA | 3,500 | $552,965 | 0.20% |
| 105 | Abbott Labs | ABLZF | 3,905 | $531,119 | 0.19% |
| 106 | Magna Intl Inc | 559222401 | 12,600 | $486,486 | 0.18% |
| 107 | Selective Insurance Group | 816300107 | 5,474 | $474,322 | 0.17% |
| 108 | Charter Communications Inc | 16119P108 | 1,157 | $472,993 | 0.17% |
| 109 | Public Svc Enter Grp | 744573106 | 5,375 | $452,468 | 0.16% |
| 110 | Stanley Black & Decker Inc | SWK | 6,675 | $452,231 | 0.16% |
| 111 | NextEra Energy Inc | NEE-PW | 6,468 | $449,009 | 0.16% |
| 112 | Lamb Weston Holdings Inc | LW | 7,608 | $394,475 | 0.14% |
| 113 | Pentair Inc | PNR | 3,766 | $386,618 | 0.14% |
| 114 | Amazon Com Inc | AMZN | 1,739 | $381,519 | 0.14% |
| 115 | PTC Inc | PTC | 2,084 | $359,157 | 0.13% |
| 116 | Crane Company | CR | 1,813 | $344,271 | 0.12% |
| 117 | Eastman Chem Co | EMN | 4,465 | $333,357 | 0.12% |
| 118 | CenterPoint Energy Inc | CNP | 8,600 | $315,964 | 0.11% |
| 119 | nVent Electric Plc | NVT | 3,932 | $288,019 | 0.10% |
| 120 | Novartis AG | NVSEF | 2,375 | $287,399 | 0.10% |
| 121 | Solventum Corp | SOLV | 3,751 | $284,476 | 0.10% |
| 122 | SPDR Bloomberg Barclays 1-3 Mth | 78468R663 | 2,987 | $273,998 | 0.10% |
| 123 | Palantir Technologies Inc | PLTR | 2,000 | $272,640 | 0.10% |
| 124 | Teva Pharm Inds Ltd | 881624209 | 16,200 | $271,512 | 0.10% |
| 125 | Aflac Inc | AFL | 2,120 | $223,575 | 0.08% |
| 126 | HSBC Hldgs PLC | HBCYF | 3,650 | $221,884 | 0.08% |
| 127 | Ingersoll Rand Inc | IR | 2,647 | $220,177 | 0.08% |
| 128 | Devon Energy Corp New | 25179M103 | 6,833 | $217,358 | 0.08% |
| 129 | Mastercard Incorporated | MA | 383 | $215,223 | 0.08% |
| 130 | Labcorp Holdings Inc. | 50540R409 | 776 | $203,708 | 0.07% |
| 131 | Warner Brothers Discovery | WBD | 10,070 | $115,402 | 0.04% |
| 132 | Newell Brands | NWL | 11,600 | $62,640 | 0.02% |