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CIK: 0002079995
Total reported value
$158.7M
$158.7M
138 檔
13.4%
At the close of Q1 2025, Argyle Capital Partners, LLC disclosed equity holdings valued at approximately $158.7M, spread across 138 reported holdings.
During Q1 2025, Argyle Capital Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.57% | +0.12% | -5.19% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.27% | -0.18% | +3.13% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.03% | -0.01% | +2.43% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.71% | +0.07% | +3.49% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.69% | -0.01% | +16.69% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.44% | -0.40% | +7.47% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.32% | -0.13% | +17.76% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | +0.08% | +1.25% | |
| 9 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.87% | +0.12% | +20.47% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.86% | -0.04% | -0.12% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.77% | -0.10% | +10.30% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.75% | -0.13% | +18.92% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.73% | +0.09% | -6.03% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | -0.05% | -1.33% | |
| 15 | EPD | Enterprise Products Partners | Stock-Energy | 1.53% | -0.20% | +8.31% | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.49% | -0.28% | -5.72% | |
| 17 | WMB | Williams Cos Inc | Stock-Energy | 1.43% | -0.06% | -11.09% | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 1.38% | -0.05% | -2.65% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.38% | -0.25% | -6.62% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.13% | +12.23% | |
| 21 | OKE | Oneok Inc | Stock-Energy | 1.30% | -0.16% | +2.19% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.26% | -0.44% | +18.99% | |
| 23 | MPLX | Mplx LP | Stock-Energy | 1.21% | +0.09% | +13.27% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.19% | -0.07% | +7.10% | |
| 25 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.17% | -0.15% | +5.43% | |
| 26 | CMF | Ishares California Muni Bond | ETF-Other | 1.13% | -0.08% | -3.30% | |
| 27 | IDV | Ishares International Select | ETF-Other | 1.13% | -0.24% | +67.77% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.12% | +0.01% | -5.36% | |
| 29 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.11% | -0.08% | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.07% | -0.21% | -1.63% | |
| 31 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.04% | -0.02% | -10.85% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.09% | +3.05% | |
| 33 | EOG | Eog Resources Inc | Stock-Energy | 0.88% | -0.09% | -4.75% | |
| 34 | FVD | First Trust Value Line Dvd | ETF-Other | 0.87% | -0.06% | +18.96% | |
| 35 | PH | Parker Hannifin CORP | Stock-Industrials | 0.83% | -0.03% | — | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.83% | +0.17% | -2.11% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.81% | -0.08% | +34.38% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.81% | -0.12% | -9.55% | |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.80% | -0.08% | +0.20% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.13% | +6.31% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.05% | -3.66% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.76% | +0.02% | -1.48% | |
| 43 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.75% | -0.04% | -6.13% | |
| 44 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.75% | +0.08% | — | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.73% | -0.25% | EXIT | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 0.72% | -0.06% | — | |
| 47 | ET | Energy Transfer LP | Stock-Energy | 0.70% | -0.05% | -4.12% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.15% | -31.88% | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.70% | -0.13% | +1.76% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.70% | -0.04% | -5.89% |
According to official SEC Form 13F filings, Argyle Capital Partners, LLC reported a total U.S. public equity portfolio value of $158.7M across 138 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IWD) accounted for 13.4% of total reported equity market value during Q1 2025.
During Q1 2025, Argyle Capital Partners, LLC's top holdings by market value included AAPL (6.6%)、MSFT (3.3%)、IWD (3.0%). The largest single position, AAPL, represented 6.6% of total portfolio value.
In Q1 2025, Argyle Capital Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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