Argyle Capital Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Argyle Capital Partners, LLC reported 177 stock positions worth $158.7 million. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 2.8%) and Microsoft (MSFT, 2.7%). Compared with Q1 2026, it opened 25 new positions, sold out of 8, added to 82 and reduced 33. The biggest buy was Vaneck Semiconductor ETF (SMH, shares +14%) and the biggest sale iShares 1-3 Year Treasury Bo (SHY, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002079995
- Portfolio Value
- $158.7M (Q2 2026)
- SEC Filing
- 0002079995-26-000003 ↗ filed Aug 7, 2026
Holdings Value
Holdings 177 stocks · $158.7M
| AAPL Apple Inc. | 5.67% | 31,099 | $9.0M | Add +2.4% |
| IWD iShares Russell 1000 Value E | 2.79% | 18,266 | $4.4M | Add +0.4% |
| MSFT Microsoft Corp. | 2.69% | 11,456 | $4.3M | Add +6.4% |
| IWF iShares Russell 1000 Growth | 2.51% | 32,103 | $4.0M | Add +0.8% |
| AMZN Amazon.com Inc. | 2.17% | 14,464 | $3.4M | Add +3.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.91% | 27,737 | $3.0M | Reduce -5.9% |
| XBI SS SPDR S&P Biotech ETF | 1.87% | 18,791 | $3.0M | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 1.86% | 19,953 | $3.0M | Reduce -4.3% |
| NVDA Nvidia Corp. | 1.71% | 13,586 | $2.7M | Add +8.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.67% | 5,297 | $2.7M | Add +7.2% |
| AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC | 1.62% | 74,702 | $2.6M | Add +5.8% |
| IDV iShares International Select | 1.58% | 60,423 | $2.5M | Add +1.6% |
| IGV iShares Expanded Tech-Softwa | 1.52% | 26,576 | $2.4M | Add +31.3% |
| ABBV Abbvie Inc. | 1.48% | 9,306 | $2.3M | Add +4.6% |
| GOOGL Alphabet Inc. Class A | 1.45% | 6,431 | $2.3M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 1.43% | 6,957 | $2.3M | Reduce -0.3% |
| SHY iShares 1-3 Year Treasury Bo | 1.43% | 27,675 | $2.3M | Reduce -12.2% |
| VWO Vanguard Ftse Emerging Marke | 1.32% | 35,092 | $2.1M | Reduce -5.5% |
| TLT iShares 20+ Year Treasury BD | 1.22% | 22,458 | $1.9M | Add +3.6% |
| EPD Enterprise Products Partners | 1.21% | 52,209 | $1.9M | Add +0.9% |
| MPLX MPLX LP | 1.20% | 33,677 | $1.9M | Add +24.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.16% | 2,460 | $1.8M | Reduce -8.2% |
| DUHP Dimensional US High Profi Et | 1.14% | 43,544 | $1.8M | Reduce -0.4% |
| WMB Williams Cos Inc. | 1.14% | 24,240 | $1.8M | Add +5.9% |
| AMGN Amgen Inc. | 1.11% | 4,851 | $1.8M | Add +5.5% |
| OKE Oneok Inc. | 1.10% | 20,035 | $1.7M | Add +3.2% |
| NFLX Netflix Inc. | 1.04% | 23,111 | $1.7M | Add +38.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.00% | 2,083 | $1.6M | Reduce -3.6% |
| PH Parker Hannifin Corp. | 1.00% | 1,620 | $1.6M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 1.00% | 4,482 | $1.6M | Add +6.2% |
| FVD First Trust Value Line DVD | 0.98% | 32,412 | $1.6M | Add +5.8% |
| ET Energy Transfer LP | 0.92% | 76,390 | $1.5M | Add +9.1% |
| CGMS Cap Group US Multi-Sect Bond | 0.90% | 52,545 | $1.4M | Add +7.0% |
| SMH Vaneck Semiconductor ETF | 0.86% | 2,088 | $1.4M | Add +14.2% |
| V Visa Inc. Class A | 0.84% | 3,885 | $1.3M | Add +1.4% |
| WSM Williams-Sonoma Inc. | 0.81% | 5,524 | $1.3M | No change |
| META Meta Platforms Inc. Class A | 0.81% | 2,268 | $1.3M | Add +21.8% |
| AMP Ameriprise Financial Inc. | 0.78% | 2,685 | $1.2M | No change |
| FPE FT-Preferred Secur & Inc. ETF | 0.77% | 68,775 | $1.2M | Reduce -4.2% |
| QCOM Qualcomm Inc. | 0.75% | 6,403 | $1.2M | Add +2.6% |
| DVY iShares Select Dividend ETF | 0.74% | 7,534 | $1.2M | No change |
| CVX Chevron Corp. | 0.73% | 7,010 | $1.2M | Add +6.5% |
| JEPI JPMorgan Equity Premium Inco | 0.72% | 20,298 | $1.1M | Add +17.6% |
| DHR Danaher Corp. | 0.72% | 5,967 | $1.1M | Add +4.6% |
| GDX Vaneck Gold Miners ETF | 0.69% | 14,445 | $1.1M | Reduce -2.1% |
| EEM iShares MSCI Emerging Market | 0.66% | 15,374 | $1.1M | Add +5.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.65% | 22,868 | $1.0M | Add +16.6% |
| IYW iShares Ustechnology ETF | 0.63% | 3,963 | $1000K | Add +8.3% |
| MLM Martin Marietta Materials | 0.62% | 1,702 | $982K | No change |
| VEA Vanguard Ftse Developed ETF | 0.61% | 13,580 | $968K | Reduce -0.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.61% | 12,035 | $962K | Add +0.5% |
| DE Deere & Co. | 0.61% | 1,516 | $962K | Add +6.3% |
| COST Costco Wholesale Corp. | 0.60% | 1,025 | $959K | Add +13.6% |
| MCHP Microchip Technology Inc. | 0.58% | 10,012 | $913K | No change |
| CMF iShares California Muni Bond | 0.57% | 15,801 | $911K | Reduce -0.6% |
| HESM Hess Midstream LP Class A | 0.55% | 23,246 | $874K | Add +10.4% |
| JCI Johnson Controls Internation | 0.55% | 5,965 | $872K | No change |
| XLE SS Energy Select Sector | 0.54% | 16,104 | $855K | Add +5.6% |
| RTX RTX Corp. | 0.53% | 4,420 | $839K | Add +22.2% |
| OSK Oshkosh Corp. | 0.51% | 5,303 | $814K | No change |
| MO Altria Group Inc. | 0.50% | 10,969 | $789K | Add +6.7% |
| NEE Nextera Energy Inc. | 0.49% | 8,850 | $777K | No change |
| VNQ Vanguard Real Estate ETF | 0.48% | 7,939 | $766K | Reduce -26.9% |
| AGG iShares Core U.S. Aggregate | 0.48% | 7,712 | $763K | Add +265.1% |
| MA Mastercard Inc. Class A | 0.47% | 1,466 | $753K | Add +7.1% |
| XOM Exxon Mobil Corp. | 0.46% | 5,328 | $728K | Add +6.0% |
| GD General Dynamics Corp. | 0.45% | 2,017 | $714K | Add +16.7% |
| PYLD PIMCO Multisector Bond Actv | 0.45% | 26,663 | $707K | Add +48.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.44% | 8,421 | $705K | Add +1.5% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.44% | 17,481 | $700K | Add +42.8% |
| PSX Phillips 66 | 0.43% | 4,072 | $688K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.42% | 14,358 | $668K | Add +7.1% |
| PCEF Invesco Cef Income Composite | 0.41% | 32,244 | $655K | Add +27.8% |
| NOC Northrop Grumman Corp. | 0.41% | 1,283 | $654K | Add +48.7% |
| LMT Lockheed Martin Corp. | 0.41% | 1,272 | $648K | Add +39.3% |
| CTVA Corteva Inc. | 0.40% | 7,587 | $643K | No change |
| NVS Novartis AG-Sponsored ADR | 0.40% | 4,094 | $642K | No change |
| EOG EOG Resources Inc. | 0.40% | 4,875 | $632K | Add +3.7% |
| SGOL Abrdn Physical Gold Shares | 0.38% | 15,957 | $610K | Add +7.7% |
| XLF SS Financial Select Sector | 0.38% | 11,166 | $599K | Add +80.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.37% | 12,412 | $581K | Add +28.9% |
| IWM iShares Russell 2000 ETF | 0.35% | 1,869 | $561K | Reduce -4.5% |
| PICK iShares MSCI Global Metals & | 0.35% | 9,628 | $560K | Reduce -5.4% |
| DFIV Dimensional International Va | 0.35% | 10,194 | $551K | Add +36.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.34% | 4,569 | $537K | Reduce -14.4% |
| BAC Bank of America Corp. | 0.34% | 9,375 | $534K | Reduce -2.1% |
| ITB iShares U.S. Home Constructi | 0.34% | 5,102 | $533K | New |
| INTC Intel Corp. | 0.33% | 3,713 | $518K | New |
| VTEC Vanguard Ca Tax-Ex Bond | 0.32% | 5,000 | $503K | No change |
| CSCO Cisco Systems Inc. | 0.32% | 4,272 | $502K | Add +34.0% |
| VZ Verizon Communications Inc. | 0.31% | 11,566 | $490K | Add +37.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.31% | 15,713 | $489K | No change |
| ABT Abbott Laboratories | 0.31% | 5,355 | $486K | New |
| IGEB iShares Investment Grade SYS | 0.30% | 10,646 | $480K | Add +0.9% |
| KO The Coca-Cola Co. | 0.30% | 5,895 | $479K | Add +7.3% |
| AVGO Broadcom Inc. | 0.30% | 1,258 | $475K | Add +15.4% |
| PAA Plains All Amer Pipeline LP | 0.29% | 21,000 | $467K | Add +33.3% |
| DFSV Dimensional US Small Cap Val | 0.29% | 11,858 | $460K | Add +2.5% |
| LEN Lennar Corp. Class A | 0.29% | 5,082 | $460K | No change |
| PFF iShares Preferred & Income S | 0.29% | 15,035 | $458K | Add +23.9% |
Portfolio Sells Q1 2026 → Q2 2026
| SHY iShares 1-3 Year Treasury Bo | Reduce -12.2% | 1.43% | −0.44 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -5.9% | 1.91% | −0.41 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.38 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.32 |
| GDX Vaneck Gold Miners ETF | Reduce -2.1% | 0.69% | −0.29 |
| TLH iShares 10-20 Year Treasury | Reduce -46.9% | 0.23% | −0.27 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.25 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.22 |
| ADP Automatic Data Processing | Reduce -50.9% | 0.20% | −0.22 |
| KBH KB Home | Sold out | 0.00% | −0.21 |
| VNQ Vanguard Real Estate ETF | Reduce -26.9% | 0.48% | −0.21 |
| KMB Kimberly-Clark Corp. | Reduce -38.9% | 0.28% | −0.18 |
| SUSA iShares ESG Optimized MSCI U | Sold out | 0.00% | −0.16 |
| PHYS Sprott Physical Gold Trust | Sold out | 0.00% | −0.15 |
| SIVR Abrdn Physical Silver Shares | Sold out | 0.00% | −0.15 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -4.2% | 0.77% | −0.14 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.5% | 1.32% | −0.13 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -14.4% | 0.34% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.2% | 1.16% | −0.10 |
| PFE Pfizer Inc. | Reduce -7.6% | 0.20% | −0.09 |
| CMF iShares California Muni Bond | Reduce -0.6% | 0.57% | −0.08 |
| VCV Invesco Ca Val Muni Inc. TR | Reduce -12.6% | 0.27% | −0.07 |
| PICK iShares MSCI Global Metals & | Reduce -5.4% | 0.35% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 1.43% | −0.04 |
| XTWY Bondbloxx BBG 20Y US TSY ETF | Reduce -4.1% | 0.21% | −0.04 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -3.1% | 0.18% | −0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -9.4% | 0.13% | −0.03 |
| PTY PIMCO Corporate & Income Opp | Reduce -1.5% | 0.20% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.6% | 0.61% | −0.02 |
| DIVI Franklin International Core | Reduce -1.4% | 0.24% | −0.02 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -4.9% | 0.22% | −0.02 |
| XAWFX Alliancebernstein GL Hi Inc. | Reduce -1.2% | 0.10% | −0.01 |
| DUHP Dimensional US High Profi Et | Reduce -0.4% | 1.14% | −0.01 |
| IVOV Vanguard S&P Mid-Cap 400 Val | Reduce -1.7% | 0.16% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.3% | 1.86% | −0.00 |
| JUST Goldman Sachs Just US LRG | Reduce -2.1% | 0.19% | −0.00 |
| BAC Bank of America Corp. | Reduce -2.1% | 0.34% | +0.00 |
| IWM iShares Russell 2000 ETF | Reduce -4.5% | 0.35% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -2.0% | 1.45% | +0.09 |
| XBI SS SPDR S&P Biotech ETF | Reduce -1.4% | 1.87% | +0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.6% | 1.00% | +0.39 |
Portfolio Buys Q1 2026 → Q2 2026
| SMH Vaneck Semiconductor ETF | Add +14.2% | 0.86% | +0.36 |
| IGV iShares Expanded Tech-Softwa | Add +31.3% | 1.52% | +0.35 |
| ITB iShares U.S. Home Constructi | New | 0.34% | +0.34 |
| AGG iShares Core U.S. Aggregate | Add +265.1% | 0.48% | +0.33 |
| INTC Intel Corp. | New | 0.33% | +0.33 |
| ABT Abbott Laboratories | New | 0.31% | +0.31 |
| ACN Accenture PLC Class A | New | 0.27% | +0.27 |
| BYLD iShares Yield Optimized Bond | New | 0.23% | +0.23 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.20% | +0.20 |
| TSLA Tesla Inc. | New | 0.20% | +0.20 |
| EIX Edison International | New | 0.19% | +0.19 |
| MU Micron Technology Inc. | New | 0.19% | +0.19 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.18% | +0.18 |
| ORCL Oracle Corp. | New | 0.18% | +0.18 |
| QCOM Qualcomm Inc. | Add +2.6% | 0.75% | +0.17 |
| DES Wisdomtree US Smallcap Divid | New | 0.17% | +0.17 |
| XOP SS SPDR S&P Og Exp & Prod | New | 0.17% | +0.17 |
| XLP SS Consumer Staples Sel Sect | New | 0.16% | +0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.16% | +0.16 |
| XLF SS Financial Select Sector | Add +80.3% | 0.38% | +0.16 |
| IYH iShares U.S. Healthcare ETF | New | 0.15% | +0.15 |
| IYW iShares Ustechnology ETF | Add +8.3% | 0.63% | +0.15 |
| XLV SS Health Care Select Sector | New | 0.15% | +0.15 |
| CLX Clorox Company | New | 0.15% | +0.15 |
| ESGV Vanguard ESG US Stock ETF | New | 0.15% | +0.15 |
| MUB iShares National Muni Bond E | New | 0.14% | +0.14 |
| SNDK Sandisk Corp. | New | 0.14% | +0.14 |
| CSCO Cisco Systems Inc. | Add +34.0% | 0.32% | +0.14 |
| FCFS Firstcash Holdings Inc. | New | 0.14% | +0.14 |
| NVDA Nvidia Corp. | Add +8.3% | 1.71% | +0.14 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.13% | +0.13 |
| AXP American Express Co. | New | 0.13% | +0.13 |
| VGT Vanguard Info Tech ETF | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +6.2% | 1.00% | +0.13 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +42.8% | 0.44% | +0.12 |
| AAPL Apple Inc. | Add +2.4% | 5.67% | +0.12 |
| PYLD PIMCO Multisector Bond Actv | Add +48.0% | 0.45% | +0.11 |
| ABBV Abbvie Inc. | Add +4.6% | 1.48% | +0.08 |
| MPLX MPLX LP | Add +24.4% | 1.20% | +0.08 |
| AMZN Amazon.com Inc. | Add +3.6% | 2.17% | +0.08 |
| PCEF Invesco Cef Income Composite | Add +27.8% | 0.41% | +0.07 |
| IWF iShares Russell 1000 Growth | Add +0.8% | 2.51% | +0.07 |
| EEM iShares MSCI Emerging Market | Add +5.6% | 0.66% | +0.07 |
| DFIV Dimensional International Va | Add +36.7% | 0.35% | +0.06 |
| UPS United Parcel Service Class B | Add +35.4% | 0.26% | +0.06 |
| AVGO Broadcom Inc. | Add +15.4% | 0.30% | +0.06 |
| BKLN Invesco Senior Loan ETF | Add +46.6% | 0.25% | +0.05 |
| DEM Wisdomtree Emerging Markets | Add +28.5% | 0.28% | +0.05 |
| PAA Plains All Amer Pipeline LP | Add +33.3% | 0.29% | +0.04 |
| VMBS Vanguard Mortgage-Backed Sec | Add +28.9% | 0.37% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 177 | $158.7M | AAPL, IWD, MSFT, IWF, AMZN |
| Q1 2026 | 160 | $138.8M | AAPL, MSFT, IWD, IWF, LQD |
| Q4 2025 | 157 | $136.9M | AAPL, MSFT, IWD, IWF, LQD |
| Q3 2025 | 165 | $139.5M | AAPL, MSFT, IWD, IWF, LQD |
| Q2 2025 | 150 | $121.4M | AAPL, MSFT, IWD, IWF, LQD |
| Q1 2025 | 138 | $116.6M | AAPL, MSFT, IWD, IWF, IJR |
| Q4 2024 | 141 | $116.6M | AAPL, MSFT, IWF, IWD, AMZN |