ARGUS INVESTORS' COUNSEL, INC.

CIK

7195

Location

NEW YORK, NY

Portfolio Value

Small $121,692,864

Diversification

Diversified

Filing Date

Global Rank

#5,661 / 8,633 ▲ 226

Top Industry

Semiconductors 11.2%

3Y Alpha vs SPY

+33.2%

Period ended 51 days ago

Filed Jul 31, 2026 · 20d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+261.2%

SPY

+76.2%

Annualised alpha

+32.6%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

91 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.3%

+1.6 pts

Top 5

23.7%

+2.7 pts

Top 10

41.3%

+2.5 pts

HHI

256

Diversified+19

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.3%	$42,979,819	22
Financial Services	17.7%	$21,487,241	17
Industrials	15.8%	$19,267,631	15
Communication Services	9.1%	$11,092,955	6
Healthcare	7.7%	$9,393,765	10
Consumer Cyclical	4.6%	$5,565,112	6
Consumer Defensive	4.2%	$5,115,628	3
Energy	3.1%	$3,721,603	4
Utilities	1.3%	$1,538,710	3
Basic Materials	0.9%	$1,095,515	3
Real Estate	0.4%	$434,885	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+5,833	6,517	$1,966,244
UBER	Uber Technologies, Inc	+2,473	13,350	$963,336
IP	International Paper Co /New/	+2,095	8,285	$315,658
NYT	New York Times Co	+1,392	19,719	$1,379,935
ABT	Abbott Laboratories	+508	2,623	$238,011
TJX	Tjx Companies Inc /De/	+454	6,354	$962,631
BDX	Becton Dickinson & Co	+300	1,580	$239,101
NDAQ	Nasdaq, Inc.	+239	6,490	$511,541
JNJ	Johnson & Johnson	+103	3,120	$792,386
ENB	Enbridge Inc	+49	3,776	$204,696
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+19	1,340	$639,943
SO	Southern Co	+18	5,230	$500,563
VZ	Verizon Communications Inc	+16	8,052	$340,921
NFLX	Netflix Inc	+8	5,298	$378,277
PSX	Phillips 66	+7	1,203	$203,367
PG	PROCTER & GAMBLE Co	+6	1,808	$265,125
IBM	International Business Machines Corp	+4	1,793	$504,209
MRVL	Marvell Technology, Inc.	+4	2,368	$705,403
TXN	Texas Instruments Inc	+4	2,083	$620,879
ITW	Illinois Tool Works Inc	+3	947	$256,135
AMP	Ameriprise Financial Inc	+1	483	$221,581
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHW	Schwab Charles Corp	−3,309	24,598	$2,269,657
WFC	Wells Fargo & Company/Mn	−1,027	29,328	$2,423,665
NUE	Nucor Corp	−820	1,470	$327,442
CSCO	Cisco Systems, Inc.	−790	3,366	$395,370
GLW	Corning Inc /Ny	−716	2,094	$534,870
MS	Morgan Stanley	−690	1,460	$305,198
NVDA	Nvidia Corp	−675	27,799	$5,562,301
AAPL	Apple Inc.	−570	15,813	$4,575,649
GOOGL	Alphabet Inc.	−545	15,356	$5,487,773
SYK	Stryker Corp	−527	742	$233,611
DXCM	Dexcom Inc	−472	17,876	$1,203,948
ORCL	Oracle Corp	−405	14,585	$2,137,431
AMGN	Amgen Inc	−384	1,567	$567,442
ADI	Analog Devices Inc	−358	11,932	$4,739,032
ANET	Arista Networks, Inc.	−350	13,108	$2,226,787
JPM	Jpmorgan Chase & Co	−347	13,476	$4,411,099
MAR	Marriott International Inc /Md/	−325	730	$270,530
AMZN	Amazon Com Inc	−322	11,769	$2,805,023
PWR	Quanta Services, Inc.	−313	7,443	$5,359,257
AMAT	Applied Materials Inc /De	−310	10,528	$7,611,744
V	Visa Inc.	−243	7,810	$2,679,532
PANW	Palo Alto Networks Inc	−231	6,185	$2,109,208
TT	Trane Technologies plc	−197	7,618	$3,741,656
SNOW	Snowflake Inc.	−162	6,448	$1,641,016
DASH	DoorDash, Inc.	−160	5,188	$957,341
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
DELL	Dell Technologies Inc.	3,341	$1,441,507
HOOD	Robinhood Markets, Inc.	3,327	$333,631
RTX	RTX Corp	1,630	$309,259
ACN	Accenture plc	2,115	$263,190
NTAP	NetApp, Inc.	1,401	$216,818
CSX	Csx Corp	4,397	$208,989
BAC	Bank Of America Corp /De/	3,522	$200,683
KIM	Kimco Realty Corp	7,896	$200,163
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BSX	Boston Scientific Corp	25,712	$1,613,428
CEG	Constellation Energy Corp	5,053	$1,411,050
ZTS	Zoetis Inc.	1,923	$227,317
ADBE	Adobe Inc.	870	$211,479
SHEL	Shell plc	2,213	$205,809
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

91 tracked positions · $121,692,864 total · filing declares 106 positions · $129,869,206 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 91 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMAT	Applied Materials Inc /De Technology	Reduced	10,528	-310	$7,611,744	+105.5%	6.25%
NVDA	Nvidia Corp Technology	Reduced	27,799	-675	$5,562,301	+12.0%	4.57%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,356	-545	$5,487,773	+20.0%	4.51%
PWR	Quanta Services, Inc. Industrials	Reduced	7,443	-313	$5,359,257	+25.9%	4.40%
LLY	ELI LILLY & Co Healthcare	Reduced	3,987	-76	$4,782,127	+28.0%	3.93%
ADI	Analog Devices Inc Technology	Reduced	11,932	-358	$4,739,032	+21.2%	3.89%
AAPL	Apple Inc. Technology	Reduced	15,813	-570	$4,575,649	+10.0%	3.76%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	13,476	-347	$4,411,099	+8.5%	3.62%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,244	-99	$3,970,134	−8.3%	3.26%
TT	Trane Technologies plc Industrials	Reduced	7,618	-197	$3,741,656	+14.9%	3.07%
URI	United Rentals, Inc. Industrials	Reduced	3,196	-95	$3,620,716	+51.0%	2.98%
META	Meta Platforms, Inc. Communication Services	Reduced	5,815	-152	$3,275,531	−4.1%	2.69%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,769	-322	$2,805,023	+11.4%	2.31%
V	Visa Inc. Financial Services	Reduced	7,810	-243	$2,679,532	+10.1%	2.20%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	29,328	-1,027	$2,423,665	+0.3%	1.99%
BLK	BlackRock, Inc. Financial Services	Reduced	2,392	-57	$2,300,051	−2.3%	1.89%
SCHW	Schwab Charles Corp Financial Services	Reduced	24,598	-3,309	$2,269,657	−13.5%	1.87%
TRGP	Targa Resources Corp. Energy	Reduced	8,333	-42	$2,234,410	+6.4%	1.84%
ANET	Arista Networks, Inc. Technology	Reduced	13,108	-350	$2,226,787	+34.8%	1.83%
ORCL	Oracle Corp Technology	Reduced	14,585	-405	$2,137,431	−3.1%	1.76%
PANW	Palo Alto Networks Inc Technology	Reduced	6,185	-231	$2,109,208	+105.1%	1.73%
KLAC	Kla Corp Technology	Added	6,517	+5,833	$1,966,244	+95.2%	1.62%
GD	General Dynamics Corp Industrials	Reduced	5,106	-87	$1,808,749	+1.5%	1.49%
SPGI	S&P Global Inc. Financial Services	Reduced	4,124	-101	$1,679,540	−6.5%	1.38%
SNOW	Snowflake Inc. Technology	Reduced	6,448	-162	$1,641,016	+64.6%	1.35%
DELL	Dell Technologies Inc. Technology	NEW	3,341	NEW	$1,441,507	NEW	1.18%
MSFT	Microsoft Corp Technology	Reduced	3,761	-17	$1,402,928	+0.3%	1.15%
NYT	New York Times Co Communication Services	Added	19,719	+1,392	$1,379,935	−10.1%	1.13%
AVGO	Broadcom Inc. Technology	Reduced	3,645	-32	$1,376,898	+21.0%	1.13%
LRCX	Lam Research Corp Technology	Reduced	3,104	-23	$1,345,056	+101.3%	1.11%
DXCM	Dexcom Inc Healthcare	Reduced	17,876	-472	$1,203,948	+4.5%	0.99%
AXP	American Express Co Financial Services	Reduced	3,466	-5	$1,172,374	+11.7%	0.96%
GE	General Electric Co Industrials	Reduced	3,067	-19	$1,146,229	+30.9%	0.94%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,893	-77	$1,079,130	−20.2%	0.89%
UBER	Uber Technologies, Inc Technology	Added	13,350	+2,473	$963,336	+23.1%	0.79%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	6,354	+454	$962,631	+2.2%	0.79%
DASH	DoorDash, Inc. Consumer Cyclical	Reduced	5,188	-160	$957,341	+19.2%	0.79%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	6,112	-39	$883,856	+21.1%	0.73%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,773	-28	$880,369	−9.2%	0.72%
JNJ	Johnson & Johnson Healthcare	Added	3,120	+103	$792,386	+7.4%	0.65%
MA	Mastercard Inc Financial Services	Reduced	1,522	-5	$781,699	+2.5%	0.64%
MRVL	Marvell Technology, Inc. Technology	Added	2,368	+4	$705,403	+201.3%	0.58%
PH	Parker-Hannifin Corp Industrials	Reduced	683	-8	$668,055	+8.0%	0.55%
HWM	Howmet Aerospace Inc. Industrials	Reduced	2,436	-18	$654,942	+15.8%	0.54%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,340	+19	$639,943	+43.3%	0.53%
TXN	Texas Instruments Inc Technology	Added	2,083	+4	$620,879	+53.8%	0.51%
STT	State Street Corp Financial Services	Reduced	3,438	-13	$583,084	+33.5%	0.48%
AMGN	Amgen Inc Healthcare	Reduced	1,567	-384	$567,442	−17.3%	0.47%
DUK	Duke Energy CORP Utilities	Held	4,448	0	$563,027	−3.3%	0.46%
GLW	Corning Inc /Ny Technology	Reduced	2,094	-716	$534,870	+40.0%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.