Investor Details
| Filer Name: | ARGYLE CAPITAL MANAGEMENT, LLC |
|---|---|
| CIK: | 1321194 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-05 |
| Number of Holdings: | 127 |
| Portfolio Value: | $0.25B |
Argyle Capital Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MSFT | US | MICROSOFT CORP | 28,346 | $12M | 4.71% | 0.1% | - |
| LLY | US | ELI LILLY & CO | 11,527 | $9M | 3.51% | - | - |
| MCK | US | MCKESSON CORP | 12,427 | $7M | 2.79% | -0.3% | - |
| JPM | US | JPMORGAN CHASE & CO | 29,476 | $7M | 2.78% | -0.3% | - |
| PNC | US | PNC FINANCIAL SERVICES GROUP | 32,903 | $6M | 2.50% | 1.2% | - |
| MRK | US | MERCK & CO. INC. | 58,115 | $6M | 2.28% | 8.3% | - |
| IBM | US | INTL BUSINESS MACHINES CORP | 23,740 | $5M | 2.06% | 0.8% | - |
| AMGN | US | AMGEN INC | 19,386 | $5M | 1.99% | 2.0% | - |
| RTX | US | RTX CORP | 43,029 | $5M | 1.96% | 0.9% | - |
| DE | US | DEERE & CO | 11,163 | $5M | 1.86% | -0.1% | - |
| PAYX | US | PAYCHEX INC | 33,215 | $5M | 1.83% | 1.8% | - |
| CSCO | US | CISCO SYSTEMS INC | 77,974 | $5M | 1.82% | 1.0% | - |
| PHM | US | PULTEGROUP INC | 42,241 | $5M | 1.81% | 1.5% | - |
| CAT | US | CATERPILLAR INC | 11,559 | $4M | 1.65% | 0.3% | - |
| EMR | US | EMERSON ELECTRIC CO | 33,649 | $4M | 1.64% | 1.7% | - |
| BAC | US | BANK OF AMERICA CORP | 92,892 | $4M | 1.61% | 2.4% | - |
| ORCL | US | ORACLE CORP | 23,440 | $4M | 1.54% | 0.3% | - |
| CVX | US | CHEVRON CORP | 26,355 | $4M | 1.50% | 10.5% | - |
| BMY | US | BRISTOL-MYERS SQUIBB CO | 67,367 | $4M | 1.50% | 3.9% | - |
| JNJ | US | JOHNSON & JOHNSON | 25,804 | $4M | 1.47% | 7.0% | - |