ARGUS INVESTORS' COUNSEL, INC.
CIK: 0000007195SEC EDGAR →
Portfolio Value
$125.2B
Holdings
105
As of
Q4 2025
New Positions
105
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corp | 30,420 | $5.7B | 4.53% |
| 2 | Alphabet Inc | 17,958 | $5.6B | 4.49% |
| 3 | Apple Inc | 17,596 | $4.8B | 3.82% |
| 4 | JPMorgan Chase & Co | 13,590 | $4.4B | 3.50% |
| 5 | Eli Lilly and Company | 4,071 | $4.4B | 3.49% |
| 6 | Meta Platforms Inc | 6,302 | $4.2B | 3.32% |
| 7 | Costco Wholesale Corp | 4,594 | $4.0B | 3.16% |
| 8 | Quanta Services Inc | 8,355 | $3.5B | 2.82% |
| 9 | Analog Devices Inc | 12,744 | $3.5B | 2.76% |
| 10 | Trane Technologies plc | 8,457 | $3.3B | 2.63% |
Quarterly Changes
New Positions (105)
$5.7B · 30K shares
$5.6B · 18K shares
$4.8B · 18K shares
$4.4B · 14K shares
$4.4B · 4K shares
$4.2B · 6K shares
$4.0B · 5K shares
$3.5B · 8K shares
$3.5B · 13K shares
$3.3B · 8K shares
$3.1B · 16K shares
$2.9B · 31K shares
$2.9B · 11K shares
$2.9B · 8K shares
$2.9B · 13K shares
$2.9B · 29K shares
$2.7B · 3K shares
$2.7B · 3K shares
$2.6B · 27K shares
$2.5B · 4K shares
$2.0B · 4K shares
$1.9B · 4K shares
$1.9B · 10K shares
$1.9B · 14K shares
$1.4B · 6K shares
$1.4B · 4K shares
$1.4B · 5K shares
$1.4B · 4K shares
$1.3B · 9K shares
$1.3B · 4K shares
$1.2B · 3K shares
$1.2B · 6K shares
$1.1B · 10K shares
$1.0B · 18K shares
$1.0B · 7K shares
$1.0B · 3K shares
$985.0M · 3K shares
$982.0M · 2K shares
$978.0M · 8K shares
$928.0M · 764 shares
$906.0M · 11K shares
$801.0M · 7K shares
$777.0M · 2K shares
$736.0M · 8K shares
$728.0M · 6K shares
$675.0M · 768 shares
$670.0M · 7K shares
$621.0M · 2K shares
$612.0M · 3K shares
$597.0M · 8K shares
$595.0M · 6K shares
$591.0M · 2K shares
$584.0M · 11K shares
$584.0M · 1K shares
$570.0M · 7K shares
$563.0M · 687 shares
$562.0M · 11K shares
$556.0M · 3K shares
$548.0M · 2K shares
$537.0M · 11K shares
$528.0M · 4K shares
$521.0M · 4K shares
$520.0M · 46K shares
$509.0M · 6K shares
$508.0M · 7K shares
$501.0M · 2K shares
$483.0M · 3K shares
$436.0M · 1K shares
$421.0M · 2K shares
$391.0M · 2K shares
$387.0M · 14K shares
$386.0M · 3K shares
$381.0M · 2K shares
$373.0M · 2K shares
$356.0M · 4K shares
$340.0M · 595 shares
$332.0M · 485 shares
$327.0M · 8K shares
$327.0M · 1K shares
$320.0M · 4K shares
$296.0M · 604 shares
$288.0M · 1K shares
$286.0M · 851 shares
$286.0M · 1K shares
$279.0M · 5K shares
$272.0M · 2K shares
$266.0M · 2K shares
$265.0M · 2K shares
$260.0M · 5K shares
$257.0M · 2K shares
$253.0M · 3K shares
$252.0M · 3K shares
$251.0M · 1K shares
$250.0M · 1K shares
$248.0M · 1K shares
$247.0M · 720 shares
$243.0M · 6K shares
$242.0M · 1K shares
$235.0M · 1K shares
$232.0M · 944 shares
$229.0M · 894 shares
$221.0M · 895 shares
$220.0M · 1K shares
$205.0M · 6K shares
$200.0M · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 19 | $33.3B | 26.6% |
| Financial Services | 31 | $32.7B | 26.1% |
| Industrials | 17 | $17.1B | 13.7% |
| Communication Services | 6 | $12.5B | 10.0% |
| Healthcare | 9 | $10.4B | 8.3% |
| Consumer Cyclical | 7 | $6.3B | 5.1% |
| Consumer Defensive | 3 | $5.4B | 4.3% |
| Energy | 3 | $3.1B | 2.5% |
| Utilities | 3 | $1.6B | 1.2% |
| Unknown | 3 | $1.3B | 1.0% |
| Basic Materials | 3 | $1.1B | 0.9% |
| Real Estate | 1 | $251.0M | 0.2% |