ARGUS INVESTORS' COUNSEL, INC.

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$129,869
Net value change ($000)
+17,393 (15.5%)
New positions
9
Sold out positions
5
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMAT 3,908 105.5%
DELL 1,442 NEW
URI 1,223 51.0%
PWR 1,101 25.9%
PANW 1,080 105.0%
ExxonMobil Holdings Corp 1,079 NEW
LLY 1,045 28.0%
KLAC 959 95.2%
GOOGL 916 20.0%
ADI 829 21.2%
Top Reduces (Value $000, Stocks/ETFs)
BSX -1,613 -100.0%
XOM -1,352 -100.0%
COST -357 -8.3%
SCHW -353 -13.5%
ZTS -227 -100.0%
ADBE -211 -100.0%
SHEL -206 -100.0%
SYK -183 -43.9%
NYT -155 -10.1%
META -139 -4.1%
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