Argyle Capital Partners, LLC

data from 30/09/2025

Capitalization

$ 139.470 M 14.93 %

Average holding period

3 ans

Performance

$ 12.205 M 10.20 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Argyle Capital Partners, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 6.01% 8.382 M $ 32917 2024/12/31 1.669 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 3.52% 4.906 M $ 9471 2024/12/31 191.987 K $ 4.13 %
2025/09/30 IWD ISHARES TR 2.82% 3.931 M $ 19310 2024/12/31 184.232 K $ 4.82 %
2025/09/30 IWF ISHARES TR 2.66% 3.713 M $ 7927 2024/12/31 363.832 K $ 10.32 %
2025/09/30 LQD ISHARES TR 2.39% 3.334 M $ 29908 2024/12/31 51.321 K $ 1.70 %
2025/09/30 AMZN AMAZON COM INC 2.01% 2.809 M $ 12795 2024/12/31 2.321 K $ 0.08 %
2025/09/30 SHY ISHARES TR 1.94% 2.703 M $ 32584 2024/12/31 1.801 K $ 0.12 %
2025/09/30 IJR ISHARES TR 1.94% 2.700 M $ 22719 2024/12/31 222.024 K $ 8.73 %
2025/09/30 TLT ISHARES TR 1.84% 2.571 M $ 28765 2024/12/31 35.456 K $ 1.27 %
2025/09/30 XBI SPDR SERIES TRUST 1.73% 2.409 M $ 24039 2024/12/31 447.016 K $ 20.82 %
2025/09/30 ABBV ABBVIE INC 1.57% 2.194 M $ 9474 2024/12/31 438.076 K $ 24.74 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.56% 2.175 M $ 6897 2024/12/31 184.279 K $ 8.80 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.54% 2.148 M $ 4273 2024/12/31 69.152 K $ 3.49 %
2025/09/30 AMJB JPMORGAN CHASE FINL CO LLC 1.50% 2.091 M $ 70817 2025/09/30 0.000 $ 0.00 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 1.49% 2.083 M $ 38450 2024/12/31 192.198 K $ 9.54 %
2025/09/30 NVDA NVIDIA CORPORATION 1.48% 2.063 M $ 11056 2024/12/31 318.664 K $ 18.10 %
2025/09/30 IDV ISHARES TR 1.38% 1.930 M $ 52817 2024/12/31 109.205 K $ 5.91 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.38% 1.921 M $ 2884 2024/12/31 165.820 K $ 7.82 %
2025/09/30 GDX VANECK ETF TRUST 1.35% 1.876 M $ 24555 2024/12/31 688.797 K $ 46.75 %
2025/09/30 WMB WILLIAMS COS INC 1.26% 1.757 M $ 27735 2024/12/31 14.207 K $ 0.86 %
2025/09/30 OKE ONEOK INC NEW 1.25% 1.750 M $ 23985 2024/12/31 -141.080 K $ -10.61 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 1.21% 1.689 M $ 54006 2024/12/31 12.253 K $ 0.84 %
2025/09/30 GOOGL ALPHABET INC 1.20% 1.667 M $ 6859 2024/12/31 449.901 K $ 37.94 %
2025/09/30 AMGN AMGEN INC 1.13% 1.570 M $ 5563 2024/12/31 15.111 K $ 1.07 %
2025/09/30 DUHP DIMENSIONAL ETF TRUST 1.08% 1.505 M $ 39837 2024/12/31 81.626 K $ 6.21 %
2025/09/30 MPLX MPLX LP 0.97% 1.347 M $ 26962 2024/12/31 -41.670 K $ -3.03 %
2025/09/30 AMP AMERIPRISE FINL INC 0.95% 1.319 M $ 2685 2024/12/31 -114.058 K $ -7.96 %
2025/09/30 FPE FIRST TR EXCH TRADED FD III 0.92% 1.277 M $ 70012 2024/12/31 35.175 K $ 2.47 %
2025/09/30 ADBE ADOBE INC 0.89% 1.235 M $ 3501 2024/12/31 -87.270 K $ -8.82 %
2025/09/30 V VISA INC 0.86% 1.206 M $ 3533 2024/12/31 -46.696 K $ -3.85 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.86% 1.205 M $ 1590 2024/12/31 94.891 K $ 8.54 %
2025/09/30 FVD FIRST TR EXCHANGE-TRADED FD 0.86% 1.201 M $ 25970 2024/12/31 39.256 K $ 3.45 %
2025/09/30 DHR DANAHER CORPORATION 0.84% 1.172 M $ 5912 2024/12/31 4.030 K $ 0.36 %
2025/09/30 CRM SALESFORCE INC 0.83% 1.161 M $ 4897 2024/12/31 -105.785 K $ -13.09 %
2025/09/30 GOOG ALPHABET INC 0.79% 1.103 M $ 4529 2024/12/31 343.965 K $ 37.30 %
2025/09/30 CVX CHEVRON CORP NEW 0.79% 1.099 M $ 7078 2024/12/31 83.465 K $ 8.45 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.78% 1.085 M $ 11863 2024/12/31 27.656 K $ 2.65 %
2025/09/30 WSM WILLIAMS SONOMA INC 0.77% 1.080 M $ 5524 2024/12/31 177.209 K $ 19.64 %
2025/09/30 HYG ISHARES TR 0.77% 1.074 M $ 13226 2024/12/31 7.099 K $ 0.67 %
2025/09/30 MLM MARTIN MARIETTA MATLS INC 0.77% 1.073 M $ 1702 2024/12/31 138.406 K $ 14.81 %
2025/09/30 QCOM QUALCOMM INC 0.77% 1.072 M $ 6443 2024/12/31 44.545 K $ 4.46 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 0.75% 1.043 M $ 18259 2024/12/31 4.077 K $ 0.44 %
2025/09/30 NFLX NETFLIX INC 0.75% 1.042 M $ 869 2024/12/31 -117.355 K $ -10.47 %
2025/09/30 DVY ISHARES TR 0.75% 1.042 M $ 7331 2024/12/31 65.429 K $ 6.99 %
2025/09/30 ET ENERGY TRANSFER L P 0.72% 1.009 M $ 58774 2024/12/31 -49.347 K $ -5.35 %
2025/09/30 CGMS CAPITAL GRP FIXED INCM ETF T 0.69% 960.650 K $ 34618 2025/03/31 3.671 K $ 0.47 %
2025/09/30 SGOV ISHARES TR 0.65% 912.846 K $ 9065 2025/03/31 50.000 $ 0.01 %
2025/09/30 IYW ISHARES TR 0.65% 910.997 K $ 4652 2024/12/31 87.920 K $ 13.04 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.65% 908.674 K $ 1853 2024/12/31 -35.872 K $ -3.72 %
2025/09/30 CMF ISHARES TR 0.65% 906.252 K $ 15888 2024/12/31 29.708 K $ 2.33 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.61% 846.903 K $ 915 2024/12/31 -53.827 K $ -6.50 %
2025/09/30 HESM HESS MIDSTREAM LP 0.60% 840.191 K $ 24318 2024/12/31 -85.211 K $ -10.28 %
2025/09/30 EOG EOG RES INC 0.55% 773.295 K $ 6897 2024/12/31 -48.774 K $ -6.26 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.52% 731.011 K $ 8182 2024/12/31 35.755 K $ 5.34 %
2025/09/30 XOM EXXON MOBIL CORP 0.51% 718.075 K $ 6369 2024/12/31 32.457 K $ 4.59 %
2025/09/30 DE DEERE & CO 0.51% 715.697 K $ 1565 2024/12/31 -72.797 K $ -10.08 %
2025/09/30 MA MASTERCARD INCORPORATED 0.51% 712.317 K $ 1252 2024/12/31 8.566 K $ 1.22 %
2025/09/30 NEE NEXTERA ENERGY INC 0.50% 701.982 K $ 9299 2024/12/31 56.444 K $ 8.74 %
2025/09/30 META META PLATFORMS INC 0.50% 700.874 K $ 954 2024/12/31 -3.747 K $ -0.50 %
2025/09/30 RTX RTX CORPORATION 0.50% 699.506 K $ 4181 2024/12/31 92.016 K $ 14.59 %
2025/09/30 OSK OSHKOSH CORP 0.49% 687.799 K $ 5303 2024/12/31 85.696 K $ 14.23 %
2025/09/30 MO ALTRIA GROUP INC 0.48% 666.425 K $ 10088 2024/12/31 75.748 K $ 12.67 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.47% 655.852 K $ 5965 2024/12/31 25.828 K $ 4.10 %
2025/09/30 MCHP MICROCHIP TECHNOLOGY INC. 0.46% 642.971 K $ 10012 2024/12/31 -61.573 K $ -8.74 %
2025/09/30 IEI ISHARES TR 0.46% 641.023 K $ 5364 2024/12/31 1.986 K $ 0.35 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.46% 635.967 K $ 1865 2024/12/31 92.512 K $ 16.91 %
2025/09/30 EEM ISHARES TR 0.46% 634.957 K $ 11891 2024/12/31 45.413 K $ 10.70 %
2025/09/30 HD HOME DEPOT INC 0.43% 599.964 K $ 1481 2024/12/31 57.054 K $ 10.51 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.43% 597.762 K $ 9976 2025/03/31 23.247 K $ 5.10 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.43% 596.719 K $ 1728 2024/12/31 31.730 K $ 10.68 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.43% 595.763 K $ 8348 2024/12/31 33.901 K $ 6.17 %
2025/09/30 PFF ISHARES TR 0.43% 593.982 K $ 18785 2024/12/31 10.951 K $ 3.06 %
2025/09/30 PSX PHILLIPS 66 0.42% 582.545 K $ 4283 2024/12/31 71.845 K $ 14.02 %
2025/09/30 LEN LENNAR CORP 0.41% 564.911 K $ 4482 2024/12/31 69.157 K $ 13.95 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.40% 557.235 K $ 915 2024/12/31 99.718 K $ 21.87 %
2025/09/30 SMH VANECK ETF TRUST 0.40% 555.458 K $ 1702 2024/12/31 93.773 K $ 17.02 %
2025/09/30 NVS NOVARTIS AG 0.37% 520.783 K $ 4061 2024/12/31 29.361 K $ 5.97 %
2025/09/30 CTVA CORTEVA INC 0.37% 513.109 K $ 7587 2024/12/31 -52.350 K $ -9.26 %
2025/09/30 TLH ISHARES TR 0.36% 506.789 K $ 4921 2025/03/31 3.555 K $ 1.37 %
2025/09/30 VANGUARD CALIF TAX FREE FDS 0.36% 498.850 K $ 5000 2025/09/30 0.000 $ 0.00 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.36% 497.565 K $ 997 2024/12/31 35.132 K $ 7.79 %
2025/09/30 SGOL ETFS GOLD TR 0.35% 490.640 K $ 13329 2025/03/31 67.071 K $ 16.71 %
2025/09/30 BAC BANK AMERICA CORP 0.35% 488.815 K $ 9475 2024/12/31 40.458 K $ 9.02 %
2025/09/30 SPGI S&P GLOBAL INC 0.35% 483.744 K $ 994 2024/12/31 -32.869 K $ -7.70 %
2025/09/30 PCEF INVESCO EXCH TRADED FD TR II 0.34% 479.560 K $ 24014 2024/12/31 10.046 K $ 2.20 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.34% 477.170 K $ 8858 2024/12/31 11.776 K $ 2.86 %
2025/09/30 ITB ISHARES TR 0.34% 473.712 K $ 4417 2025/06/30 57.404 K $ 15.11 %
2025/09/30 SLB SCHLUMBERGER LTD 0.34% 468.435 K $ 13629 2025/09/30 0.000 $ 0.00 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.33% 463.255 K $ 10272 2024/12/31 -11.406 K $ -2.57 %
2025/09/30 FNDX SCHWAB STRATEGIC TR 0.33% 459.487 K $ 17471 2024/12/31 30.748 K $ 7.17 %
2025/09/30 IWM ISHARES TR 0.33% 457.692 K $ 1892 2024/12/31 49.670 K $ 12.13 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.32% 449.048 K $ 10217 2024/12/31 5.284 K $ 1.57 %
2025/09/30 VCV INVESCO CALIF VALUE MUN INCO 0.31% 438.045 K $ 41364 2024/12/31 4.700 K $ 2.12 %
2025/09/30 PICK ISHARES INC 0.31% 437.791 K $ 9838 2024/12/31 67.882 K $ 18.35 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.31% 429.318 K $ 4923 2024/12/31 14.701 K $ 6.80 %
2025/09/30 IGEB ISHARES TR 0.30% 425.133 K $ 9233 2024/12/31 5.632 K $ 1.34 %
2025/09/30 SNPS SYNOPSYS INC 0.30% 415.928 K $ 843 2024/12/31 -15.065 K $ -3.76 %
2025/09/30 DIS DISNEY WALT CO 0.29% 407.721 K $ 3561 2024/12/31 -30.688 K $ -7.67 %
2025/09/30 TSLA TESLA INC 0.29% 403.538 K $ 907 2025/09/30 0.000 $ 0.00 %
2025/09/30 PTY PIMCO CORPORATE & INCOME OPP 0.29% 401.677 K $ 27817 2024/12/31 14.743 K $ 3.81 %