ARGUS INVESTORS' COUNSEL, INC.

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$112,476
Net value change ($000)
-12,716 (-10.2%)
New positions
11
Sold out positions
14
Turnover %
14.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
NYT 1,535 NEW
GD 1,496 523.1%
DXCM 1,152 NEW
SNOW 997 NEW
AMAT 784 26.8%
PWR 732 20.8%
LRCX 668 NEW
CEG 634 81.6%
ATO 510 NEW
BBBS 466 NEW
Top Reduces (Value $000, Stocks/ETFs)
AXON -2,505 -100.0%
RCL -1,399 -100.0%
NOW -1,328 -100.0%
ADBE -1,057 -83.4%
GOOGL -1,049 -18.7%
PYPL -1,029 -100.0%
BSX -940 -36.8%
ORCL -911 -29.2%
META -746 -17.9%
NVDA -707 -12.5%
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