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CIK: 0002079995
Total reported value
$158.7M
$158.7M
160 檔
14.0%
During the Q1 2026 filing period, Argyle Capital Partners, LLC (CIK: 0002079995) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $158.7M across 160 reported positions.
Argyle Capital Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 14 new positions while fully exiting 11 holdings and trimming 61 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.55% | +0.12% | -4.40% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.87% | -0.18% | +14.74% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.80% | -0.01% | -1.91% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.44% | +0.07% | +5.75% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.31% | -0.40% | -2.64% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | +0.08% | +11.61% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.87% | -0.44% | -7.83% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.87% | -0.01% | -3.41% | |
| 9 | IDV | Ishares International Select | ETF-Other | 1.82% | -0.24% | +3.60% | |
| 10 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 1.76% | -0.14% | -4.40% | |
| 11 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.75% | +0.12% | -7.96% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | -0.04% | -8.28% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | +0.13% | -3.57% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.48% | -0.05% | +5.20% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.45% | -0.13% | -4.41% | |
| 16 | EPD | Enterprise Products Partners | Stock-Energy | 1.41% | -0.20% | -3.83% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.39% | +0.09% | -0.04% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.09% | -0.14% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.35% | -0.13% | -6.41% | |
| 20 | OKE | Oneok Inc | Stock-Energy | 1.26% | -0.16% | +1.76% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.26% | -0.10% | -13.16% | |
| 22 | WMB | Williams Cos Inc | Stock-Energy | 1.20% | -0.06% | -7.09% | |
| 23 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.17% | +0.35% | — | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.16% | -0.05% | -6.11% | |
| 25 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.16% | -0.02% | +9.63% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 1.16% | -0.12% | +83.52% | |
| 27 | MPLX | Mplx LP | Stock-Energy | 1.11% | +0.09% | +1.56% | |
| 28 | FVD | First Trust Value Line Dvd | ETF-Other | 1.04% | -0.06% | +9.78% | |
| 29 | PH | Parker Hannifin CORP | Stock-Industrials | 1.03% | -0.03% | — | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.98% | -0.25% | -12.55% | |
| 31 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.97% | -0.28% | -25.46% | |
| 32 | ET | Energy Transfer LP | Stock-Energy | 0.97% | -0.05% | -4.54% | |
| 33 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.96% | -0.06% | +27.83% | |
| 34 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.92% | -0.15% | +2.63% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.13% | +15.48% | |
| 36 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.86% | -0.08% | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | +0.01% | +8.93% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.82% | -0.08% | +27.07% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.78% | -0.06% | +4.62% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | +0.03% | +14.02% | |
| 41 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.73% | +0.08% | — | |
| 42 | MLM | Martin Marietta Materials | Stock-Materials | 0.72% | -0.10% | — | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.70% | +0.02% | +6.16% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.69% | -0.21% | -5.08% | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.69% | -0.08% | -2.63% | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.67% | -0.13% | +0.60% | |
| 47 | CMF | Ishares California Muni Bond | ETF-Other | 0.65% | -0.08% | — | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.65% | — | +77.26% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.05% | -5.25% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.63% | -0.02% | +29.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +0.5% | +83.52% | Add |
| 2 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.3% | +77.26% | Add |
| 3 | ADP | Automatic Data Processing | +0.3% | +257.16% | Add |
| 4 | OKE | Oneok Inc | +0.2% | +1.76% | Add |
| 5 | EEM | Ishares Msci Emerging Market | +0.2% | +52.15% | Add |
| 6 | DVY | Ishares Select Dividend ETF | +0.2% | +27.07% | Add |
| 7 | CGMS | Cap Group US Multi-sect Bond | +0.2% | +27.83% | Add |
| 8 | IDV | Ishares International Select | +0.2% | +3.60% | Add |
| 9 | XLE | Ss Energy Select Sector | +0.2% | +0.60% | Add |
| 10 | EPD | Enterprise Products Partners | +0.2% | -3.83% | Trim |
| 11 | AMJB | Alerian Mlp Etn2044 | +0.2% | -4.40% | Trim |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.2% | +29.21% | Add |
| 13 | CVX | Chevron CORP | +0.1% | -12.55% | Trim |
| 14 | PSX | Phillips 66 | +0.1% | -4.12% | Trim |
| 15 | WMB | Williams Cos Inc | +0.1% | -7.09% | Trim |
| 16 | FVD | First Trust Value Line Dvd | +0.1% | +9.78% | Add |
| 17 | ET | Energy Transfer LP | +0.1% | -4.54% | Trim |
| 18 | VZ | Verizon Communications Inc | +0.1% | +19.21% | Add |
| 19 | CTVA | Corteva Inc | +0.1% | — | Unchanged |
| 20 | MO | Altria Group Inc | +0.1% | +7.42% | Add |
| 21 | EOG | Eog Resources Inc | +0.1% | -12.03% | Trim |
| 22 | MPLX | Mplx LP | +0.1% | +1.56% | Add |
| 23 | XOM | Exxon Mobil CORP | +0.1% | -17.61% | Trim |
| 24 | OSK | Oshkosh CORP | +0.1% | — | Unchanged |
| 25 | SGOL | Abrdn Physical Gold Shares | +0.1% | +5.11% | Add |
| 26 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +20.62% | Add |
| 27 | DUHP | Dimensional US High Profi Et | +0.1% | +9.63% | Add |
| 28 | NEE | Nextera Energy Inc | +0.1% | -2.98% | Trim |
| 29 | COST | Costco Wholesale CORP | +0.1% | -5.25% | Trim |
| 30 | NUDM | Nuveen Esg Intl Devel Mrk Eq | +0.1% | +20.39% | Add |
| 31 | PICK | Ishares Msci Global Metals & | 0% | +3.41% | Add |
| 32 | DE | Deere & Co | 0% | -9.80% | Trim |
| 33 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 34 | NVS | Novartis Ag-sponsored Adr | 0% | +0.81% | Add |
| 35 | DIVI | Franklin International Core | 0% | +17.70% | Add |
| 36 | PFE | Pfizer Inc | 0% | +4.36% | Add |
| 37 | SMH | Vaneck Semiconductor ETF | 0% | +2.58% | Add |
| 38 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | 0% | +18.89% | Add |
| 39 | DEM | Wisdomtree Emerging Markets | 0% | +14.41% | Add |
| 40 | GOOG | Alphabet Inc-cl C | 0% | +15.48% | Add |
| 41 | IGEB | Ishares Investment Grade Sys | 0% | +14.27% | Add |
| 42 | PAA | Plains All Amer Pipeline LP | 0% | -7.35% | Trim |
| 43 | JEPI | Jpmorgan Equity Premium Inco | 0% | +6.16% | Add |
| 44 | TLH | Ishares 10-20 Year Treasury | 0% | +7.34% | Add |
| 45 | HESM | Hess Midstream LP - Class A | 0% | -6.74% | Trim |
| 46 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 47 | DFSV | Dimensional US Small Cap Val | 0% | +2.35% | Add |
| 48 | CRWD | Crowdstrike Holdings Inc - A | 0% | +24.57% | Add |
| 49 | HIX | Western Asset High Inc Ii | 0% | +24.35% | Add |
| 50 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Argyle Capital Partners, LLC reported a total U.S. public equity portfolio value of $158.7M across 160 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IWD) accounted for 14.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
IGV
市值: $1.6M
Top Position Liquidated / Trimmed
UNH
前期市值: $613.7K
During Q1 2026, Argyle Capital Partners, LLC's top holdings by market value included AAPL (5.5%)、MSFT (2.9%)、IWD (2.8%). The largest single position, AAPL, represented 5.5% of total portfolio value.
In Q1 2026, Argyle Capital Partners, LLC made 141 total portfolio adjustments, initiating 14 new buys, adding to 55 positions, trimming 61 holdings, and fully liquidating 11 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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