ARGUS INVESTORS' COUNSEL, INC.

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
10/9/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$128,644
Net value change ($000)
-1,225 (-0.9%)
New positions
9
Sold out positions
9
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
HOOD 2,185 654.2%
TSM 1,445 225.8%
BKNG 1,090 NEW
META 903 27.6%
NVDA 786 14.1%
AAPL 692 15.1%
MSFT 562 40.1%
GEV 559 NEW
SNOW 539 32.8%
MBSF 478 NEW
Top Reduces (Value $000, Stocks/ETFs)
AMAT -2,292 -30.1%
SCHW -2,270 -100.0%
ORCL -2,137 -100.0%
CEG -794 -60.9%
PWR -699 -13.0%
KLAC -672 -34.2%
WMT -517 -58.8%
ECL -506 -100.0%
BSV -475 -100.0%
URI -441 -12.2%
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