ARGUS INVESTORS' COUNSEL, INC.

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
110
Total value ($000)
$125,763
Net value change ($000)
-15,142 (-10.7%)
New positions
5
Sold out positions
6
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DASH 1,733 NEW
ANET 1,579 311.4%
PANW 1,314 NEW
ORCL 914 25.4%
GOOGL 771 23.8%
URI 673 26.6%
AAPL 359 8.8%
NVDA 313 6.4%
PWR 295 9.3%
UBER 279 34.5%
Top Reduces (Value $000, Stocks/ETFs)
ISRG -2,225 -100.0%
TMO -1,243 -100.0%
CRM -1,117 -100.0%
NFLX -860 -47.6%
COST -839 -16.6%
AMZN -707 -20.3%
LLY -673 -18.0%
V -600 -17.5%
WMT -572 -37.9%
AVGO -566 -29.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type