Argyle Capital Partners, LLC reported 88 positions worth $90.64M for the quarter ended Sep 30, 2026, up 5.3% on the prior quarter. It opened 3 new positions, added to 33, trimmed 39 and exited 7. Its largest holding is Apple Inc. at 11.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| WSO Watsco Inc | +1,803 | – | $545.75K | 0.602% |
| QCOM Qualcomm Inc | +2,732 | +42.7% | $502.78K | 1.85% |
| TSCO Tractor Supply Co | +14.0K | – | $437.42K | 0.483% |
| AZO Autozone Inc | +130 | – | $367.90K | 0.406% |
| XOM ExxonMobil Holdings Corp | +2,017 | +37.9% | $328.26K | 1.32% |
| GOOG Alphabet Inc. | +787 | +17.6% | $268.16K | 1.98% |
| NFLX Netflix Inc | +3,182 | +13.8% | $221.40K | 2.02% |
| META Meta Platforms, Inc. | +233 | +10.3% | $169.02K | 2% |
| WMB Williams Companies, Inc. | +1,117 | +4.6% | $75.92K | 1.9% |
| VZ Verizon Communications Inc | +1,131 | +9.8% | $51.88K | 0.643% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ACN Accenture plc | -3,386 | -100.0% | $421.35K | Exited |
| EIX Edison International | -4,045 | -100.0% | $301.15K | Exited |
| MU Micron Technology Inc | -256 | -100.0% | $295.50K | Exited |
| ORCL Oracle Corp | -1,908 | -100.0% | $279.56K | Exited |
| SNDK Sandisk Corp | -98 | -100.0% | $222.83K | Exited |
| AXP American Express Co | -625 | -100.0% | $211.57K | Exited |
| STWD Starwood Property Trust, Inc. | -10.5K | -100.0% | $171.99K | Exited |
| ABBV AbbVie Inc. | -550 | -5.9% | $143.87K | 2.53% |
| CRWD CrowdStrike Holdings, Inc. | -464 | -5.6% | $122.84K | 2.3% |
| ADP Automatic Data Processing Inc | -456 | -32.4% | $117.68K | 0.271% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ACN Accenture plc | -3,386 | $421.35K | 0.489% |
| EIX Edison International | -4,045 | $301.15K | 0.35% |
| MU Micron Technology Inc | -256 | $295.50K | 0.343% |
| ORCL Oracle Corp | -1,908 | $279.56K | 0.325% |
| SNDK Sandisk Corp | -98 | $222.83K | 0.259% |
| AXP American Express Co | -625 | $211.57K | 0.246% |
| STWD Starwood Property Trust, Inc. | -10.5K | $171.99K | 0.2% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 30.8K | $10.26M | 11.32% | -277 | -0.9% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 11.3K | $5.78M | 6.37% | -190 | -1.7% | Reduced | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 14.5K | $3.62M | 3.99% | +62 | +0.4% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 13.8K | $3.15M | 3.48% | +225 | +1.7% | Added | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 5,369 | $2.67M | 2.95% | +72 | +1.4% | Added | 0% |
| 6 | ABBV AbbVie Inc. | Healthcare | 8,756 | $2.29M | 2.53% | -550 | -5.9% | Reduced | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 6,826 | $2.26M | 2.49% | -131 | -1.9% | Reduced | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 6,505 | $2.24M | 2.47% | +74 | +1.2% | Added | 0% |
| 9 | CRWD CrowdStrike Holdings, Inc. | Technology | 7,868 | $2.08M | 2.3% | -464 | -5.6% | Reduced | 0% |
| 10 | AMGN Amgen Inc | Healthcare | 4,776 | $2.01M | 2.22% | -75 | -1.5% | Reduced | 0% |
| 11 | MPLX Mplx Lp | Energy | 32.8K | $1.85M | 2.04% | -857 | -2.5% | Reduced | 0% |
| 12 | EPD Enterprise Products Partners L.P. | Energy | 51.7K | $1.84M | 2.03% | -532 | -1.0% | Reduced | 0% |
| 13 | NFLX Netflix Inc | Technology | 26.3K | $1.83M | 2.02% | +3,182 | +13.8% | Added | 0% |
| 14 | META Meta Platforms, Inc. | Technology | 2,501 | $1.81M | 2% | +233 | +10.3% | Added | 0% |
| 15 | GOOG Alphabet Inc. | Technology | 5,269 | $1.80M | 1.98% | +787 | +17.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Argyle Capital Partners.
As of its Q3 2026 13F filing, Argyle Capital Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 11.3%, Microsoft Corp (MSFT) at 6.4%, Amazon Com Inc (AMZN) at 4.0%, Nvidia Corp (NVDA) at 3.5%, Berkshire Hathaway Inc (BRK-B) at 3.0% of the reported portfolio.
Argyle Capital Partners, LLC reported a 13F portfolio worth $90.64M across 88 positions for Q3 2026. That is up 5.3% from the previous quarter.
Its largest purchases by value were Watsco Inc ($545.75K), Qualcomm Inc ($502.78K), Tractor Supply Co ($437.42K). It opened 3 new positions.
Its largest sales by value were Accenture plc ($421.35K), Edison International ($301.15K), Micron Technology Inc ($295.50K). It exited 7 positions entirely.
From the Form 13F-HR reports Argyle Capital Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.