Argyle Capital Partners, LLC

Q3 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
175
Total value ($000)
$161,624
Net value change ($000)
+2,895 (1.8%)
New positions
11
Sold out positions
13
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 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)
ONEOK INC NEW 1,641 NEW
MSFT 1,505 35.2%
AAPL 1,265 14.1%
EXXONMOBIL HOLDINGS CORP 1,195 NEW
WSO 546 NEW
META 536 41.9%
QCOM 498 42.1%
CRWD 493 31.0%
TSCO 437 NEW
NVDA 436 16.0%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -1,817 -100.0%
OKE -1,742 -100.0%
XOM -728 -100.0%
SHY -480 -21.1%
DFSV -460 -100.0%
PFF -458 -100.0%
ACN -421 -100.0%
IJR -332 -11.2%
EIX -301 -100.0%
MU -295 -100.0%
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