13F HOLDINGS REPORT
Argyle Capital Management Inc.
Quarter ended Q4 2025 · Filed January 29, 2026 · Accession 0001321194-26-000002
Total Value
$299.5M
Positions
137
Other Managers
0
Confidential Omitted
No
Holdings (137)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 27,055 | $13.1M | 4.37% |
| 2 | Lilly Eli & Co | LLY | 11,077 | $11.9M | 3.97% |
| 3 | JP Morgan Chase & Co | VYLD | 29,554 | $9.5M | 3.18% |
| 4 | McKesson Corp | MCK | 10,674 | $8.8M | 2.92% |
| 5 | RTX Corporation | RTX | 41,501 | $7.6M | 2.54% |
| 6 | PNC Finl Svcs Group Inc | 693475105 | 34,425 | $7.2M | 2.40% |
| 7 | International Business Ma | INTR | 23,535 | $7.0M | 2.33% |
| 8 | Merck & Co Inc | MRK | 63,516 | $6.7M | 2.23% |
| 9 | Caterpillar Inc Del | CAT | 11,204 | $6.4M | 2.14% |
| 10 | Amgen Inc | AMGN | 19,371 | $6.3M | 2.12% |
| 11 | Cisco Sys Inc | CSCO | 77,756 | $6.0M | 2.00% |
| 12 | Johnson & Johnson | JNJ | 25,904 | $5.4M | 1.79% |
| 13 | Bank of America Corp | 060505104 | 92,142 | $5.1M | 1.69% |
| 14 | Deere & Company | DE | 10,853 | $5.1M | 1.69% |
| 15 | Oracle Corp | ORCL-PD | 24,771 | $4.8M | 1.61% |
| 16 | Pulte Group Inc | 745867101 | 39,991 | $4.7M | 1.57% |
| 17 | General Mtrs Corp | 37045V100 | 55,419 | $4.5M | 1.50% |
| 18 | Emerson Elec Co | EMR | 33,824 | $4.5M | 1.50% |
| 19 | Intel Corp | INTC | 117,905 | $4.4M | 1.45% |
| 20 | Chevron Corporation | CVX | 26,758 | $4.1M | 1.36% |
| 21 | Wells Fargo & Co New | 949746101 | 41,873 | $3.9M | 1.30% |
| 22 | Bristol Myers Squibb Co | CELG-RI | 71,962 | $3.9M | 1.30% |
| 23 | AT&T Inc | T-PC | 153,749 | $3.8M | 1.28% |
| 24 | Paychex Inc | PAYX | 33,560 | $3.8M | 1.26% |
| 25 | Hewlett Packard Enterprise | HPE-PC | 156,693 | $3.8M | 1.26% |
| 26 | Enbridge Inc | ENNPF | 78,666 | $3.8M | 1.26% |
| 27 | Duke Energy Corp | DUKB | 31,034 | $3.6M | 1.21% |
| 28 | Coca Cola Co | KO | 52,020 | $3.6M | 1.21% |
| 29 | Pfizer Inc | PFE | 145,926 | $3.6M | 1.21% |
| 30 | Medtronic Inc | MDT | 37,260 | $3.6M | 1.20% |
| 31 | ConocoPhillips | COP | 37,577 | $3.5M | 1.17% |
| 32 | Genuine Parts Co | GPC | 28,511 | $3.5M | 1.17% |
| 33 | Verizon Communications | VZ | 84,604 | $3.4M | 1.15% |
| 34 | Allstate Corp | ALL-PJ | 15,790 | $3.3M | 1.10% |
| 35 | Chubb Corp | CB | 10,498 | $3.3M | 1.09% |
| 36 | 3M Co | MMM | 20,048 | $3.2M | 1.07% |
| 37 | MetLife Inc | MET-PF | 39,395 | $3.1M | 1.04% |
| 38 | Waters Corp | 941848103 | 7,550 | $2.9M | 0.96% |
| 39 | United Parcel Service Inc | UPS | 27,505 | $2.7M | 0.91% |
| 40 | Phillips 66 | PSX | 20,867 | $2.7M | 0.90% |
| 41 | Dell Technologies Inc | DELL | 19,896 | $2.5M | 0.84% |
| 42 | PPL Corp | PPLC | 71,516 | $2.5M | 0.84% |
| 43 | Waste Management Inc Del | 94106L109 | 11,327 | $2.5M | 0.83% |
| 44 | Constellation Energy Corp | CEG | 7,019 | $2.5M | 0.83% |
| 45 | Hershey Foods Corp | HSY | 13,511 | $2.5M | 0.82% |
| 46 | Truist Finl Corp | 89832Q109 | 49,616 | $2.4M | 0.82% |
| 47 | CVS Health Corp | CVS | 30,417 | $2.4M | 0.81% |
| 48 | Southern Co | SOMN | 26,271 | $2.3M | 0.76% |
| 49 | Fifth Third Bancorp | FITBM | 41,900 | $2.0M | 0.65% |
| 50 | Halliburton Co | HAL | 68,585 | $1.9M | 0.65% |
| 51 | GE Aerospace | 369604301 | 6,272 | $1.9M | 0.65% |
| 52 | Broadcom Inc | AVGO | 5,358 | $1.9M | 0.62% |
| 53 | GE HealthCare Technologie | GEHC | 22,372 | $1.8M | 0.61% |
| 54 | Comcast Corp New | CCZ | 61,186 | $1.8M | 0.61% |
| 55 | Freeport-McMoRan Inc | FCX | 35,670 | $1.8M | 0.60% |
| 56 | Verisign Inc | VRSN | 7,434 | $1.8M | 0.60% |
| 57 | Air Products & Chem | AIIR | 7,299 | $1.8M | 0.60% |
| 58 | SLB Limited | SLB | 46,616 | $1.8M | 0.60% |
| 59 | Weyerhaeuser Co | WY | 73,500 | $1.7M | 0.58% |
| 60 | Procter & Gamble Co | 742718109 | 12,142 | $1.7M | 0.58% |
| 61 | Corteva Inc | CTVA | 25,927 | $1.7M | 0.58% |
| 62 | Dow Inc | DOW | 74,158 | $1.7M | 0.58% |
| 63 | Exelon Corporation | EXC | 37,542 | $1.6M | 0.55% |
| 64 | Ford Mtr Co Del | 345370860 | 123,410 | $1.6M | 0.54% |
| 65 | GE Vernova Inc | GEV | 2,281 | $1.5M | 0.50% |
| 66 | Global Pmts Inc | 37940X102 | 19,005 | $1.5M | 0.49% |
| 67 | Sonoco Products Co | 835495102 | 32,958 | $1.4M | 0.48% |
| 68 | Exxon Mobil Corp | XOM | 11,564 | $1.4M | 0.46% |
| 69 | UGI Corp New | 902681105 | 36,874 | $1.4M | 0.46% |
| 70 | Apple Inc | AAPL | 4,745 | $1.3M | 0.43% |
| 71 | NXP Semiconductors N V | NXPI | 5,649 | $1.2M | 0.41% |
| 72 | Shift4 Pmts Inc | 82452J109 | 19,250 | $1.2M | 0.40% |
| 73 | Archer Daniels Midland Co | ADM | 21,025 | $1.2M | 0.40% |
| 74 | Qnity Electronics Inc | Q | 14,587 | $1.2M | 0.40% |
| 75 | DuPont De Nemours Inc | DD | 29,196 | $1.2M | 0.39% |
| 76 | Trane Technolgies PLC | TT | 3,000 | $1.2M | 0.39% |
| 77 | Corning Inc | GLW | 12,869 | $1.1M | 0.38% |
| 78 | TC Energy Corp | TRPRF | 20,400 | $1.1M | 0.37% |
| 79 | Berkshire Hathaway Inc. C | BRK-A | 2,226 | $1.1M | 0.37% |
| 80 | Baxter Intl Inc | 071813109 | 57,779 | $1.1M | 0.37% |
| 81 | Fiserv Inc | FISV | 15,614 | $1.0M | 0.35% |
| 82 | HP Inc | HPQ | 45,575 | $1.0M | 0.34% |
| 83 | Block H&R Inc | BSQKZ | 23,233 | $1.0M | 0.34% |
| 84 | Valero Energy Corp New | VLO | 5,500 | $895,345 | 0.30% |
| 85 | BP PLC | BPPFF | 25,407 | $882,385 | 0.29% |
| 86 | PepsiCo Inc. | PEP | 5,750 | $825,240 | 0.28% |
| 87 | DXC Technology Co | DXC | 54,967 | $805,267 | 0.27% |
| 88 | AbbVie Inc | ABBV | 3,450 | $788,291 | 0.26% |
| 89 | American Elec Power | 025537101 | 6,600 | $761,046 | 0.25% |
| 90 | TotalEnergies SE | TTE | 11,400 | $745,788 | 0.25% |
| 91 | Qualcomm Inc | QCOM | 4,209 | $719,949 | 0.24% |
| 92 | McCormick & Co Inc | MKC-V | 10,550 | $718,561 | 0.24% |
| 93 | Moodys Corp | MCO | 1,400 | $715,190 | 0.24% |
| 94 | Norfolk Southern Corp | 655844108 | 2,462 | $710,829 | 0.24% |
| 95 | Flowers Foods Inc | FLO | 63,934 | $695,602 | 0.23% |
| 96 | Magna Intl Inc | 559222401 | 12,600 | $671,580 | 0.22% |
| 97 | Grainger W W Inc | 384802104 | 665 | $671,018 | 0.22% |
| 98 | ConAgra Brands Inc | CAG | 38,245 | $662,021 | 0.22% |
| 99 | Motorola Solutions Inc | MSI | 1,699 | $651,261 | 0.22% |
| 100 | Kraft Heinz Company | KHC | 26,690 | $647,233 | 0.22% |
| 101 | Texas Instrs Inc | 882508104 | 3,700 | $641,913 | 0.21% |
| 102 | Automatic Data Processing | ADP | 2,487 | $639,731 | 0.21% |
| 103 | Illinois Tool Wks Inc | 452308109 | 2,490 | $613,287 | 0.20% |
| 104 | NVIDIA Corporation | NVDA | 3,200 | $596,800 | 0.20% |
| 105 | Amcor PLC | AMCCF | 67,630 | $564,034 | 0.19% |
| 106 | Kimberly Clark Corp | KMB | 5,583 | $563,269 | 0.19% |
| 107 | NextEra Energy Inc | NEE-PW | 6,468 | $519,251 | 0.17% |
| 108 | Teva Pharm Inds Ltd | 881624209 | 16,200 | $505,602 | 0.17% |
| 109 | Stanley Black & Decker In | SWK | 6,675 | $495,819 | 0.17% |
| 110 | Abbott Labs | ABLZF | 3,905 | $489,257 | 0.16% |
| 111 | Selective Insurance Group | 816300107 | 5,474 | $458,010 | 0.15% |
| 112 | Public Svc Enter Grp | 744573106 | 5,250 | $421,575 | 0.14% |
| 113 | Amazon Com Inc | AMZN | 1,739 | $401,396 | 0.13% |
| 114 | nVent Electric Plc | NVT | 3,932 | $400,946 | 0.13% |
| 115 | Pentair Inc | PNR | 3,766 | $392,191 | 0.13% |
| 116 | Crane Company | CR | 1,813 | $334,372 | 0.11% |
| 117 | CenterPoint Energy Inc | CNP | 8,600 | $329,724 | 0.11% |
| 118 | Novartis AG | NVSEF | 2,375 | $327,441 | 0.11% |
| 119 | Lamb Weston Holdings Inc | LW | 7,608 | $318,699 | 0.11% |
| 120 | Chemours Co | CC | 26,682 | $314,581 | 0.11% |
| 121 | Devon Energy Corp New | 25179M103 | 8,333 | $305,238 | 0.10% |
| 122 | Ameriserv Finl Inc | 03074A102 | 94,865 | $302,619 | 0.10% |
| 123 | Solventum Corp | SOLV | 3,626 | $287,324 | 0.10% |
| 124 | HSBC Hldgs PLC | HBCYF | 3,650 | $287,146 | 0.10% |
| 125 | Eastman Chem Co | EMN | 4,465 | $285,001 | 0.10% |
| 126 | Warner Brothers Discovery | WBD | 9,707 | $279,756 | 0.09% |
| 127 | PTC Inc | PTC | 1,551 | $270,200 | 0.09% |
| 128 | Palantir Technologies Inc | PLTR | 1,500 | $266,625 | 0.09% |
| 129 | Alphabet Inc | GOOG | 846 | $265,475 | 0.09% |
| 130 | Charter Communications In | 16119P108 | 1,157 | $241,524 | 0.08% |
| 131 | Aflac Inc | AFL | 2,120 | $233,772 | 0.08% |
| 132 | Taiwan Semiconductr Mfg L | 874039100 | 753 | $228,829 | 0.08% |
| 133 | Mastercard Incorporated | MA | 383 | $218,647 | 0.07% |
| 134 | Markel Group Inc | MKL | 100 | $214,965 | 0.07% |
| 135 | Kennametal Inc | KMT | 7,500 | $213,075 | 0.07% |
| 136 | Ingersoll Rand Inc | IR | 2,647 | $209,695 | 0.07% |
| 137 | Newell Brands | NWL | 11,600 | $43,152 | 0.01% |