ARGUS INVESTORS' COUNSEL, INC.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Feb 2026 to Oct 2026 | $137,292,344 | Individuals and high net worth (85%) |
| Feb 2025 to Jan 2026 | $164,146,702 | Individuals and high net worth (66%) |
| Feb 2024 to Jan 2025 | $143,037,297 | Individuals and high net worth (51%) |
| May 2023 to Jan 2024 | $128,286,129 | Diversified |
| Feb 2023 to Apr 2023 | $128,286,129 | Diversified |
| Feb 2022 to Jan 2023 | $168,056,134 | Diversified |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 59.0%; sector active share 17.0% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
105 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.5% | $42,856,535 |
| Financial Services | 16.7% | $21,366,558 |
| Industrials | 13.6% | $17,369,907 |
| Communication Services | 9.2% | $11,714,047 |
| Healthcare | 8.2% | $10,497,128 |
| Consumer Cyclical | 5.1% | $6,551,482 |
| Unclassified | 4.7% | $5,958,164 |
| Consumer Defensive | 3.5% | $4,496,631 |
| Energy | 3.2% | $4,036,206 |
| Utilities | 1.5% | $1,876,240 |
| Basic Materials | 0.7% | $860,875 |
| Real Estate | 0.2% | $234,895 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HOOD | Robinhood Markets, Inc. | +19,067 | 22,394 | $2,519,325 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +3,231 | 4,571 | $2,085,244 | |
| CSX | Csx Corp | +497 | 4,894 | $227,619 | |
| NDAQ | Nasdaq, Inc. | +422 | 6,912 | $635,973 | |
| UBER | Uber Technologies, Inc | +392 | 13,742 | $941,464 | |
| SPHQ | Invesco S&P 500 Quality ETF | +366 | 7,092 | $596,295 | |
| DMBS | DoubleLine Mortgage ETF | +366 | 10,040 | $464,952 | |
| XHLF | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF | +252 | 8,596 | $431,949 | |
| DELL | Dell Technologies Inc. | +227 | 3,568 | $1,919,405 | |
| GLW | Corning Inc | +218 | 2,312 | $355,493 | |
| JNJ | Johnson & Johnson | +208 | 3,328 | $881,054 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +156 | 5,691 | $445,662 | |
| GE | General Electric Co | +149 | 3,216 | $1,004,324 | |
| KLAC | Kla Corp | +120 | 6,637 | $1,293,750 | |
| AVGO | Broadcom Inc. | +106 | 3,751 | $1,317,313 | |
| IEI | iShares 3-7 Year Treasury Bond ETF | +75 | 5,413 | $614,050 | |
| MA | Mastercard Inc | +74 | 1,596 | $880,146 | |
| MSFT | Microsoft Corp | +70 | 3,831 | $1,964,919 | |
| EFA | iShares MSCI EAFE ETF | +68 | 4,713 | $489,633 | |
| GOOGL | Alphabet Inc. | +40 | 15,396 | $5,297,455 | |
| APD | Air Products & Chemicals, Inc. | +35 | 930 | $258,753 | |
| AMZN | Amazon Com Inc | +26 | 11,795 | $2,938,724 | |
| LLY | ELI LILLY & Co | +24 | 4,011 | $4,641,047 | |
| TT | Trane Technologies plc | +19 | 7,637 | $3,451,771 | |
| COST | Costco Wholesale Corp | +8 | 4,252 | $3,870,765 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WMT | Walmart Inc. | −4,278 | 3,495 | $363,200 | |
| CEG | Constellation Energy Corp | −3,246 | 2,002 | $508,548 | |
| IBM | International Business Machines Corp | −708 | 1,085 | $238,624 | |
| MRVL | Marvell Technology, Inc. | −438 | 1,930 | $509,925 | |
| SPGI | S&P Global Inc. | −319 | 3,805 | $1,500,958 | |
| PWR | Quanta Services, Inc. | −190 | 7,253 | $4,660,125 | |
| EMR | Emerson Electric Co | −180 | 1,830 | $283,833 | |
| WFC | Wells Fargo & Company | −177 | 29,151 | $2,333,537 | |
| IWF | iShares Russell 1000 Growth ETF | −128 | 7,262 | $909,638 | |
| AMAT | Applied Materials Inc | −125 | 10,403 | $5,319,886 | |
| ANET | Arista Networks, Inc. | −82 | 13,026 | $2,651,963 | |
| BNY | Bank of New York Mellon Corp | −70 | 6,042 | $873,854 | |
| NYT | New York Times Co | −57 | 19,662 | $1,252,469 | |
| V | Visa Inc. | −55 | 7,755 | $2,786,604 | |
| META | Meta Platforms, Inc. | −54 | 5,761 | $4,177,761 | |
| AXP | American Express Co | −53 | 3,413 | $1,037,893 | |
| TRGP | Targa Resources Corp. | −50 | 8,283 | $2,238,977 | |
| ACN | Accenture plc | −50 | 2,065 | $378,659 | |
| TXN | Texas Instruments Inc | −50 | 2,033 | $569,422 | |
| LRCX | Lam Research Corp | −48 | 3,056 | $1,003,926 | |
| STT | State Street Corp | −47 | 3,391 | $592,034 | |
| NFLX | Netflix Inc | −41 | 5,257 | $365,782 | |
| DASH | DoorDash, Inc. | −39 | 5,149 | $945,098 | |
| HWM | Howmet Aerospace Inc. | −32 | 2,404 | $543,736 | |
| DXCM | Dexcom Inc | −30 | 17,846 | $1,539,931 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BKNG | Booking Holdings Inc. | 6,692 | $1,090,193 | |
| GEV | GE Vernova Inc. | 588 | $558,888 | |
| MBSF | REGAN FLOATING RATE MBS ETF | 18,807 | $477,885 | |
| UNH | Unitedhealth Group Inc | 1,141 | $418,838 | |
| FCX | Freeport-Mcmoran Inc | 3,693 | $258,510 | |
| MSI | Motorola Solutions, Inc. | 571 | $254,648 | |
| ADP | Automatic Data Processing Inc | 845 | $218,060 | |
| SHEL | Shell plc | 2,242 | $213,102 | |
| ADBE | Adobe Inc. | 870 | $208,747 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SCHW | Schwab Charles Corp | 24,598 | $2,269,657 | |
| ORCL | Oracle Corp | 14,585 | $2,137,431 | |
| ECL | Ecolab Inc. | 1,815 | $505,677 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 6,091 | $474,549 | |
| UNP | Union Pacific Corp | 1,050 | $285,600 | |
| WM | Waste Management Inc | 1,141 | $254,306 | |
| ENB | Enbridge Inc | 3,776 | $204,696 | |
| BAC | Bank Of America Corp | 3,522 | $200,683 | |
| KIM | Kimco Realty Corp | 7,896 | $200,163 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 27,795 | $6,347,822 | 4.97% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 10,403 | $5,319,886 | 4.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 15,396 | $5,297,455 | 4.14% | |
| AAPL |
Apple Inc.
Technology
|
Added | 15,819 | $5,268,043 | 4.12% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 11,909 | $4,724,419 | 3.70% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 7,253 | $4,660,125 | 3.65% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 4,011 | $4,641,047 | 3.63% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 13,461 | $4,453,302 | 3.48% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 5,761 | $4,177,761 | 3.27% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 4,252 | $3,870,765 | 3.03% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 7,637 | $3,451,771 | 2.70% | |
| URI |
United Rentals, Inc.
Industrials
|
Reduced | 3,177 | $3,179,478 | 2.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,795 | $2,938,724 | 2.30% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 7,755 | $2,786,604 | 2.18% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 13,026 | $2,651,963 | 2.07% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Added | 22,394 | $2,519,325 | 1.97% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 2,374 | $2,512,380 | 1.97% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 6,162 | $2,448,224 | 1.92% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Reduced | 29,151 | $2,333,537 | 1.83% | |
| TRGP |
Targa Resources Corp.
Energy
|
Reduced | 8,283 | $2,238,977 | 1.75% | |
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 6,420 | $2,179,975 | 1.71% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 4,571 | $2,085,244 | 1.63% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,831 | $1,964,919 | 1.54% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 3,568 | $1,919,405 | 1.50% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 5,106 | $1,694,323 | 1.33% | |
| DXCM |
Dexcom Inc
Healthcare
|
Reduced | 17,846 | $1,539,931 | 1.20% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 3,805 | $1,500,958 | 1.17% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,751 | $1,317,313 | 1.03% | |
| KLAC |
Kla Corp
Technology
|
Added | 6,637 | $1,293,750 | 1.01% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 7,873 | $1,281,330 | 1.00% | |
| NYT |
New York Times Co
Communication Services
|
Reduced | 19,662 | $1,252,469 | 0.98% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
NEW | 6,692 | $1,090,193 | 0.85% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 3,413 | $1,037,893 | 0.81% | |
| GE |
General Electric Co
Industrials
|
Added | 3,216 | $1,004,324 | 0.79% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 3,056 | $1,003,926 | 0.79% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
Reduced | 5,149 | $945,098 | 0.74% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 13,742 | $941,464 | 0.74% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Reduced | 7,262 | $909,638 | 0.71% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,328 | $881,054 | 0.69% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,596 | $880,146 | 0.69% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Reduced | 6,042 | $873,854 | 0.68% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Reduced | 6,335 | $838,183 | 0.66% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 1,567 | $660,506 | 0.52% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 673 | $642,997 | 0.50% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Added | 6,912 | $635,973 | 0.50% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 917 | $619,020 | 0.48% | |
| IEI |
iShares 3-7 Year Treasury Bond ETF
|
Added | 5,413 | $614,050 | 0.48% | |
| SPHQ |
Invesco S&P 500 Quality ETF
|
Added | 7,092 | $596,295 | 0.47% | |
| STT |
State Street Corp
Financial Services
|
Reduced | 3,391 | $592,034 | 0.46% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 2,033 | $569,422 | 0.45% |
Showing the top 50 of 105 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.