Institutional Manager · CIK 0000007195
ARGUS INVESTORS' COUNSEL, INC.
NEW YORK, NY · File #028-00542
Latest AUM
$125.2M
Positions
105
Top-10 Concentration
41.2%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | ServiceNow Inc | NOW | +6,934 | +$1.1M | -$1.3M |
| ADD | Netflix Inc | NFLX | +7,069 | +$662,790 | -$874,182 |
| REDUCE | S&P Global Inc | SPGI | -1,199 | -$626,576 | +$174,737 |
| NEW | Thermo Fisher Scientific | TMO | +1,009 | +$584,665 | $0 |
| REDUCE | Targa Resources Corp | TRGP | -3,101 | -$572,116 | +$228,935 |
| ADD | Applied Materials Inc | 038222105 | +2,222 | +$571,051 | +$477,514 |
| NEW | Howmet Aerospace Inc | HWM | +2,715 | +$556,629 | $0 |
| EXITED | HCA Healthcare Inc | 40412C101 | -1,300 | -$554,060 | $0 |
| EXITED | Intuit Inc | 461202103 | -811 | -$553,586 | $0 |
| REDUCE | Home Depot Inc | HD | -1,455 | -$500,666 | -$132,796 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025105 pos · $125.2M
- 13F HOLDINGS REPORTQ/E Sep 2025110 pos · $125.8M
- 13F HOLDINGS REPORTQ/E Jun 2025111 pos · $140.9M
- 13F HOLDINGS REPORTQ/E Mar 2025114 pos · $131.3M
- 13F HOLDINGS REPORTQ/E Dec 2024117 pos · $149.8M
- 13F HOLDINGS REPORTQ/E Sep 2024111 pos · $153.3M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 2024107 pos · $162.7M
- 13F HOLDINGS REPORTQ/E Jun 202452 pos · $79.4M
- 13F HOLDINGS REPORTQ/E Mar 2024108 pos · $162.9M
- 13F HOLDINGS REPORTQ/E Dec 202395 pos · $138.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Nvidia Corp | NVDA | 30,420 | $5.7M | 5.41% |
| 2 | Alphabet Inc | GOOG | 17,958 | $5.6M | 5.36% |
| 3 | Apple Inc | AAPL | 17,596 | $4.8M | 4.56% |
| 4 | JPMorgan Chase & Co | VYLD | 13,590 | $4.4M | 4.18% |
| 5 | Eli Lilly and Company | LLY | 4,071 | $4.4M | 4.17% |
| 6 | Meta Platforms Inc | META | 6,302 | $4.2M | 3.97% |
| 7 | Costco Wholesale Corp | 22160K105 | 4,594 | $4.0M | 3.78% |
| 8 | Quanta Services Inc | 74762E102 | 8,355 | $3.5M | 3.36% |
| 9 | Analog Devices Inc | ADI | 12,744 | $3.5M | 3.30% |
| 10 | Trane Technologies plc | TT | 8,457 | $3.3M | 3.14% |
| 11 | Oracle Corp | ORCL-PD | 15,989 | $3.1M | 2.97% |
| 12 | Wells Fargo & Company | 949746101 | 31,416 | $2.9M | 2.79% |
| 13 | Applied Materials Inc | 038222105 | 11,361 | $2.9M | 2.78% |
| 14 | Visa Inc | V | 8,299 | $2.9M | 2.78% |
| 15 | Amazon.com Inc | AMZN | 12,574 | $2.9M | 2.77% |
| 16 | Schwab Charles Corp | SCHW-PJ | 28,736 | $2.9M | 2.74% |
| 17 | United Rentals Inc | URI | 3,357 | $2.7M | 2.59% |
| 18 | BlackRock Inc | BLK | 2,514 | $2.7M | 2.57% |
| 19 | Boston Scientific Corp | BSX | 26,772 | $2.6M | 2.43% |
| 20 | Axon Enterprise Inc | AXON | 4,410 | $2.5M | 2.39% |