Argyle Capital Management, LLC — 13F holdings

Argyle Capital Management, LLC reported 138 holdings worth $347M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. INTC INTEL CORP — $14.4M (4.1%)
2. LLY ELI LILLY & CO — $12.9M (3.7%)
3. CAT CATERPILLAR INC — $10.7M (3.1%)
4. MSFT MICROSOFT CORP — $10.0M (2.9%)
5. JPM JPMorgan Chase & Co. — $9.65M (2.8%)
6. CSCO CISCO SYS INC — $9.07M (2.6%)
7. PNC PNC FINL SVCS GROUP INC — $8.50M (2.4%)
8. MRK MERCK & CO INC — $8.04M (2.3%)
9. MCK MCKESSON CORP — $7.88M (2.3%)
10. RTX RTX CORPORATION — $7.75M (2.2%)