13F HOLDINGS REPORT

Argyle Capital Partners, LLC

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0002079995-25-000003

Total Value

$121.4M

Positions

169

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (169)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE INC	AAPL	30,798	$6.3M	5.21%
2	MICROSOFT CORP	MSFT	9,347	$4.6M	3.83%
3	AMAZON COM INC	AMZN	12,898	$2.8M	2.33%
4	ISHARES TR	464287598	13,222	$2.6M	2.12%
5	ISHARES TR	464287614	5,332	$2.3M	1.87%
6	JPMORGAN CHASE & CO.	VYLD	7,221	$2.1M	1.72%
7	ISHARES TR	464287432	23,509	$2.1M	1.71%
8	BERKSHIRE HATHAWAY INC DEL	BRK-A	4,075	$2.0M	1.63%
9	ISHARES TR	464287804	17,284	$1.9M	1.56%
10	ABBVIE INC	ABBV	9,540	$1.8M	1.46%
11	VANGUARD INTL EQUITY INDEX F	922042858	35,708	$1.8M	1.46%
12	SPDR SERIES TRUST	78464A870	21,277	$1.8M	1.45%
13	NVIDIA CORPORATION	NVDA	11,146	$1.8M	1.45%
14	ISHARES TR	464287242	15,967	$1.8M	1.44%
15	SPDR S&P 500 ETF TR	SPY	2,709	$1.7M	1.38%
16	WILLIAMS COS INC	969457100	26,310	$1.7M	1.36%
17	VANECK ETF TRUST	92189F106	28,299	$1.5M	1.21%
18	ENTERPRISE PRODS PARTNERS L	293792107	47,127	$1.5M	1.20%
19	AMERIPRISE FINL INC	03076C106	2,685	$1.4M	1.18%
20	AMGEN INC	AMGN	5,054	$1.4M	1.16%
21	ONEOK INC NEW	OKE	16,291	$1.3M	1.10%
22	DIMENSIONAL ETF TRUST	25434V831	36,935	$1.3M	1.08%
23	ISHARES TR	464287242	11,625	$1.3M	1.05%
24	ISHARES TR	464288356	22,853	$1.3M	1.05%
25	ISHARES TR	464287614	2,969	$1.3M	1.04%
26	ISHARES TR	464287598	6,461	$1.3M	1.03%
27	VISA INC	V	3,416	$1.2M	1.00%
28	ALPHABET INC	GOOG	6,728	$1.2M	0.98%
29	MPLX LP	MPLXP	22,712	$1.2M	0.96%
30	NETFLIX INC	NFLX	837	$1.1M	0.92%
31	PARKER-HANNIFIN CORP	PH	1,590	$1.1M	0.92%
32	DANAHER CORPORATION	235851102	5,598	$1.1M	0.91%
33	ISHARES TR	464288448	29,222	$1.0M	0.83%
34	QUALCOMM INC	QCOM	6,274	$999,183	0.82%
35	ADOBE INC	ADBE	2,557	$989,252	0.82%
36	CHEVRON CORP NEW	CVX	6,898	$987,667	0.81%
37	ISHARES TR	464287457	11,744	$973,143	0.80%
38	CROWDSTRIKE HLDGS INC	CRWD	1,895	$965,142	0.80%
39	MARTIN MARIETTA MATLS INC	573284106	1,702	$934,330	0.77%
40	J P MORGAN EXCHANGE TRADED F	46641Q332	16,308	$927,118	0.76%
41	ENERGY TRANSFER L P	ET-PI	50,874	$922,352	0.76%
42	ALPHABET INC	GOOG	5,199	$922,168	0.76%
43	FIRST TR EXCH TRADED FD III	33739E108	50,820	$904,597	0.75%
44	WILLIAMS SONOMA INC	WSM	5,524	$902,456	0.74%
45	ISHARES TR	464288448	24,310	$838,939	0.69%
46	HESS MIDSTREAM LP	HESM	21,518	$828,663	0.68%
47	COSTCO WHSL CORP NEW	22160K105	837	$828,477	0.68%
48	SALESFORCE INC	CRM	2,964	$808,311	0.67%
49	CAPITAL GRP FIXED INCM ETF T	14020Y300	28,240	$779,989	0.64%
50	EOG RES INC	EOG	6,512	$778,919	0.64%
51	META PLATFORMS INC	META	1,010	$745,289	0.61%
52	ISHARES TR	464287168	5,502	$730,773	0.60%
53	DEERE & CO	DE	1,421	$722,443	0.60%
54	ISHARES TR	464287432	8,149	$719,125	0.59%
55	EXXON MOBIL CORP	XOM	6,557	$706,882	0.58%
56	MICROCHIP TECHNOLOGY INC.	MCHPP	10,012	$704,544	0.58%
57	MASTERCARD INCORPORATED	MA	1,247	$700,689	0.58%
58	VANGUARD INDEX FDS	922908553	7,846	$698,764	0.58%
59	ISHARES TR	464288513	8,656	$698,102	0.58%
60	ISHARES TR	464287721	3,892	$674,373	0.56%
61	ISHARES TR	464287804	5,989	$654,585	0.54%
62	NEXTERA ENERGY INC	NEE-PW	9,299	$645,537	0.53%
63	RTX CORPORATION	RTX	4,318	$630,487	0.52%
64	JOHNSON CTLS INTL PLC	G51502105	5,965	$630,023	0.52%
65	APPLE INC	AAPL	2,952	$605,577	0.50%
66	OSHKOSH CORP	OSK	5,303	$602,103	0.50%
67	ALTRIA GROUP INC	MO	10,195	$597,720	0.49%
68	FIRST TR EXCHANGE-TRADED FD	33734H106	12,809	$572,571	0.47%
69	FIRST TR EXCHANGE-TRADED FD	33734H106	12,682	$566,873	0.47%
70	CORTEVA INC	CTVA	7,587	$565,459	0.47%
71	VANECK ETF TRUST	92189F676	1,975	$550,878	0.45%
72	VANGUARD INTL EQUITY INDEX F	922042775	8,169	$549,126	0.45%
73	GENERAL DYNAMICS CORP	GD	1,875	$546,989	0.45%
74	HOME DEPOT INC	HD	1,480	$542,744	0.45%
75	ISHARES TR	464287457	6,269	$519,475	0.43%
76	FIRST TR EXCH TRADED FD III	33739E108	29,125	$518,419	0.43%
77	PHILLIPS 66	PSX	4,297	$512,632	0.42%
78	ISHARES TR	46436E718	5,070	$510,498	0.42%
79	ISHARES TR	464287515	4,578	$501,293	0.41%
80	LENNAR CORP	LEN-B	4,482	$495,754	0.41%
81	NOVARTIS AG	NVSEF	4,061	$491,422	0.40%
82	ANSYS INC	03662Q105	1,350	$474,147	0.39%
83	SELECT SECTOR SPDR TR	81369Y506	5,387	$456,845	0.38%
84	INVESCO EXCH TRADED FD TR II	IVZ	23,364	$456,533	0.38%
85	NORTHROP GRUMMAN CORP	NOC	912	$455,987	0.38%
86	VANGUARD TAX-MANAGED FDS	921943858	7,989	$455,453	0.38%
87	LOCKHEED MARTIN CORP	LMT	974	$450,988	0.37%
88	BANK AMERICA CORP	060505104	9,475	$448,357	0.37%
89	SPDR S&P 500 ETF TR	SPY	722	$446,011	0.37%
90	BRISTOL-MYERS SQUIBB CO	CELG-RI	9,585	$443,697	0.37%
91	SCHWAB STRATEGIC TR	808524771	17,471	$428,738	0.35%
92	S&P GLOBAL INC	SPGI	810	$426,896	0.35%
93	ISHARES TR	464287234	8,801	$424,540	0.35%
94	ISHARES TR	46435G219	9,233	$419,548	0.35%
95	PEPSICO INC	PEP	3,151	$416,058	0.34%
96	SELECT SECTOR SPDR TR	81369Y605	7,851	$411,165	0.34%
97	ISHARES TR	464287655	1,898	$409,642	0.34%
98	ETFS GOLD TR	00326A104	12,727	$401,410	0.33%
99	SYNOPSYS INC	SNPS	781	$400,403	0.33%
100	DISNEY WALT CO	254687106	3,227	$400,145	0.33%
101	COCA COLA CO	KO	5,495	$388,771	0.32%
102	PIMCO CORPORATE & INCOME OPP	PTY	27,817	$386,934	0.32%
103	WELLS FARGO CO NEW	949746101	4,807	$385,152	0.32%
104	SPDR SERIES TRUST	78464A870	4,607	$382,023	0.31%
105	ISHARES TR	464288752	4,077	$379,864	0.31%
106	ISHARES INC	46434G848	9,838	$369,909	0.30%
107	NIKE INC	NKE	5,114	$363,326	0.30%
108	ISHARES TR	464288513	4,492	$362,284	0.30%
109	BROADCOM INC	AVGO	1,302	$358,971	0.30%
110	ISHARES TR	464288687	11,650	$357,422	0.29%
111	BONDBLOXX ETF TRUST	09789C796	9,096	$350,871	0.29%
112	VANGUARD INDEX FDS	922908553	3,873	$344,945	0.28%
113	CHUBB LIMITED	CB	1,188	$344,187	0.28%
114	WASTE MGMT INC DEL	94106L109	1,483	$339,340	0.28%
115	PFIZER INC	PFE	13,973	$338,703	0.28%
116	VERIZON COMMUNICATIONS INC	VZ	7,772	$336,307	0.28%
117	INVESCO EXCH TRADED FD TR II	IVZ	15,763	$329,761	0.27%
118	THERMO FISHER SCIENTIFIC INC	TMO	805	$326,395	0.27%
119	SPDR SERIES TRUST	78464A128	1,658	$318,585	0.26%
120	J P MORGAN EXCHANGE TRADED F	46654Q203	5,834	$317,370	0.26%
121	STARBUCKS CORP	SBUX	3,412	$312,662	0.26%
122	BONDBLOXX ETF TRUST	09789C812	6,714	$309,918	0.26%
123	NUSHARES ETF TR	NU	8,625	$306,101	0.25%
124	UNITEDHEALTH GROUP INC	UNH	952	$297,076	0.24%
125	NVR INC	NVR	40	$295,426	0.24%
126	VANGUARD INTL EQUITY INDEX F	922042874	3,748	$290,466	0.24%
127	TCW ETF TRUST	29287L205	3,196	$288,183	0.24%
128	SPDR SERIES TRUST	78468R754	2,229	$287,763	0.24%
129	ISHARES TR	464288661	2,402	$286,088	0.24%
130	XYLEM INC	XYL	2,206	$285,368	0.24%
131	COLGATE PALMOLIVE CO	CL	3,131	$284,608	0.23%
132	DOLLAR GEN CORP NEW	256677105	2,481	$283,777	0.23%
133	ISHARES TR	464288661	2,327	$277,077	0.23%
134	ALCON AG	ALC	3,101	$273,756	0.23%
135	CISCO SYS INC	CSCO	3,891	$269,948	0.22%
136	ISHARES TR	464287150	1,963	$265,025	0.22%
137	DIMENSIONAL ETF TRUST	25434V815	8,987	$264,487	0.22%
138	AT&T INC	T-PC	8,994	$260,286	0.21%
139	ISHARES TR	464288653	2,558	$259,849	0.21%
140	PAYPAL HLDGS INC	PYPL	3,474	$258,188	0.21%
141	GOLDMAN SACHS ETF TR	NVGLF	2,902	$255,160	0.21%
142	RPM INTL INC	749685103	2,264	$248,678	0.20%
143	VANGUARD INTL EQUITY INDEX F	922042858	5,012	$247,893	0.20%
144	AUTOMATIC DATA PROCESSING IN	ADP	803	$247,645	0.20%
145	AMERICAN TOWER CORP NEW	03027X100	1,100	$243,122	0.20%
146	FIRST TR EXCH TRADED FD III	33739P863	5,051	$242,296	0.20%
147	PLAINS ALL AMERN PIPELINE L	726503105	13,000	$238,160	0.20%
148	INVESCO QQQ TR	IVZ	423	$233,392	0.19%
149	ISHARES GOLD TR	IAU	3,627	$226,180	0.19%
150	ISHARES TR	46429B291	4,653	$222,600	0.18%
151	CULLEN FROST BANKERS INC	CFR-PB	1,730	$222,374	0.18%
152	INVESCO CALIF VALUE MUN INCO	IVZ	21,364	$221,545	0.18%
153	SELECT SECTOR SPDR TR	81369Y886	2,649	$216,316	0.18%
154	ISHARES TR	464288802	1,696	$214,968	0.18%
155	WISDOMTREE TR	WT	4,739	$214,615	0.18%
156	SELECT SECTOR SPDR TR	81369Y506	2,506	$212,541	0.18%
157	NUSHARES ETF TR	NU	5,045	$211,461	0.17%
158	SPDR GOLD TR	GLD	690	$210,333	0.17%
159	NUSHARES ETF TR	NU	5,140	$209,404	0.17%
160	SPDR SERIES TRUST	78468R556	1,662	$209,062	0.17%
161	MPLX LP	MPLXP	4,000	$206,040	0.17%
162	ISHARES TR	464287168	1,541	$204,618	0.17%
163	BOEING CO	BA-PA	971	$203,500	0.17%
164	FIRST TR EXCHANGE-TRADED FD	33738D408	4,819	$201,494	0.17%
165	WESTERN ASSET HIGH INCOM FD	95766J102	43,132	$185,036	0.15%
166	ALLIANCEBERNSTEIN GLOBAL HIG	AWF	15,423	$170,116	0.14%
167	BLACKROCK MUNIHLDNGS CALI QL	BLK	12,700	$131,445	0.11%
168	PIMCO GLOBAL STOCKSPLS INCM	722011103	12,985	$107,646	0.09%
169	GALECTIN THERAPEUTICS INC	GALT	13,375	$28,221	0.02%