Argyle Capital Partners, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed August 13, 2025), Argyle Capital Partners, LLC reported 141 stock positions worth $116.6 million. Its top holding was Apple (AAPL) at 7.8% of the portfolio, followed by Microsoft (MSFT, 3.6%) and iShares Russell 1000 Growth (IWF, 2.9%).

Most Recent 13F
Q2 2026
Location
LOS ANGELES, CA
CIK
0002079995
Portfolio Value
$116.6M (Q4 2024)
SEC Filing
0002079995-25-000001 ↗ filed Aug 13, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $116.6M $116.6M Q4 2024 Q1 2025: $116.6M Q1 2025 Q2 2025: $121.4M Q2 2025 Q3 2025: $139.5M Q3 2025 Q4 2025: $136.9M Q4 2025 Q1 2026: $138.8M Q1 2026 Q2 2026: $158.7M Q2 2026

Holdings 141 stocks · $116.6M

AAPL Apple Inc. 7.81% 36,372 $9.1M —
MSFT Microsoft Corp. 3.56% 9,848 $4.2M —
IWF iShares Russell 1000 Growth 2.91% 8,455 $3.4M —
IWD iShares Russell 1000 Value E 2.91% 18,320 $3.4M —
AMZN Amazon.com Inc. 2.58% 13,692 $3.0M —
IJR iShares Core S&P Small-Cap E 2.54% 25,727 $3.0M —
LQD Ishr Ibx Usd Invgd CB ETF-Ui 2.23% 24,342 $2.6M —
TLT iShares 20+ Year Treasury BD 1.89% 25,218 $2.2M —
XBI SS SPDR S&P Biotech ETF 1.73% 22,383 $2.0M —
SPY SS SPDR S&P 500 ETF Trust-US 1.68% 3,340 $2.0M —
BRK.B Berkshire Hathaway Inc. Class B 1.59% 4,080 $1.8M —
ABBV Abbvie Inc. 1.57% 10,274 $1.8M —
JPM JPMorgan Chase & Co. 1.53% 7,448 $1.8M —
NVDA Nvidia Corp. 1.47% 12,801 $1.7M —
WMB Williams Cos Inc. 1.46% 31,358 $1.7M —
VWO Vanguard Ftse Emerging Marke 1.43% 37,959 $1.7M —
EPD Enterprise Products Partners 1.30% 48,200 $1.5M —
ADBE Adobe Inc. 1.29% 3,393 $1.5M —
OKE Oneok Inc. 1.29% 14,934 $1.5M —
CVX Chevron Corp. 1.28% 10,323 $1.5M —
AMP Ameriprise Financial Inc. 1.23% 2,685 $1.4M —
GOOGL Alphabet Inc. Class A 1.20% 7,404 $1.4M —
AMGN Amgen Inc. 1.19% 5,321 $1.4M —
CMF iShares California Muni Bond 1.19% 24,183 $1.4M —
DUHP Dimensional US High Profi Et 1.19% 40,894 $1.4M —
GDX Vaneck Gold Miners ETF 1.17% 40,097 $1.4M —
FPE FT-Preferred Secur & Inc. ETF 1.12% 73,642 $1.3M —
VNQ Vanguard Real Estate ETF 1.07% 14,014 $1.2M —
V Visa Inc. Class A 1.07% 3,934 $1.2M —
SHY iShares 1-3 Year Treasury Bo 1.05% 14,987 $1.2M —
MPLX MPLX LP 0.96% 23,362 $1.1M —
XOM Exxon Mobil Corp. 0.93% 10,119 $1.1M —
CRM Salesforce Inc. 0.91% 3,172 $1.1M —
EOG EOG Resources Inc. 0.89% 8,451 $1.0M —
GOOG Alphabet Inc. Class C 0.89% 5,432 $1.0M —
WSM Williams-Sonoma Inc. 0.88% 5,524 $1.0M —
PH Parker Hannifin Corp. 0.87% 1,590 $1.0M —
NFLX Netflix Inc. 0.86% 1,120 $998K —
QCOM Qualcomm Inc. 0.84% 6,409 $985K —
DHR Danaher Corp. 0.81% 4,098 $941K —
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.80% 11,843 $931K —
JEPI JPMorgan Equity Premium Inco 0.78% 15,842 $911K —
ET Energy Transfer LP 0.77% 46,074 $903K —
COST Costco Wholesale Corp. 0.77% 984 $902K —
QQQM Invesco Nasdaq 100 ETF 0.76% 4,191 $882K —
MLM Martin Marietta Materials 0.75% 1,702 $879K —
FVD First Trust Value Line DVD 0.72% 19,155 $836K —
HESM Hess Midstream LP Class A 0.70% 22,018 $815K —
BMY Bristol-Myers Squibb Co. 0.69% 14,185 $802K —
XLE SS Energy Select Sector 0.63% 8,576 $735K —
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.62% 6,482 $722K —
MA Mastercard Inc. Class A 0.61% 1,357 $715K —
CRWD CrowdStrike Holdings Inc. Class A 0.60% 2,057 $704K —
NEE Nextera Energy Inc. 0.60% 9,797 $702K —
IDV iShares International Select 0.59% 25,260 $692K —
DVY iShares Select Dividend ETF 0.59% 5,241 $688K —
DE Deere & Co. 0.56% 1,530 $648K —
IYW iShares Ustechnology ETF 0.56% 4,061 $648K —
META Meta Platforms Inc. Class A 0.55% 1,099 $644K —
LEN Lennar Corp. Class A 0.52% 4,482 $611K —
HD Home Depot Inc. 0.52% 1,564 $608K —
MCHP Microchip Technology Inc. 0.50% 10,212 $586K —
MO Altria Group Inc. 0.50% 11,147 $583K —
RTX RTX Corp. 0.48% 4,822 $558K —
XLF SS Financial Select Sector 0.43% 10,433 $504K —
OSK Oshkosh Corp. 0.43% 5,303 $504K —
BA The Boeing Co. 0.43% 2,836 $502K —
DG Dollar General Corp. 0.43% 6,545 $496K —
VEU Vanguard Ftse All-World Ex-U 0.41% 8,422 $483K —
JCI Johnson Controls Internation 0.40% 5,965 $471K —
QQQ Invesco QQQ Trust Series 1 0.40% 910 $465K —
ANSS Ansys Inc. 0.39% 1,350 $455K —
PCEF Invesco Cef Income Composite 0.38% 23,364 $448K —
IWM iShares Russell 2000 ETF 0.38% 2,022 $447K —
LMT Lockheed Martin Corp. 0.38% 919 $447K —
SPGI S&P Global Inc. 0.38% 889 $443K —
SNPS Synopsys Inc. 0.38% 910 $442K —
PSX Phillips 66 0.38% 3,847 $438K —
NOC Northrop Grumman Corp. 0.37% 928 $436K —
CTVA Corteva Inc. 0.37% 7,587 $432K —
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.36% 7,393 $417K —
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.36% 9,475 $416K —
FNDX Schwab Fndmntl US LRG Co. ETF 0.36% 17,556 $416K —
IGEB iShares Investment Grade SYS 0.35% 9,233 $410K —
PTY PIMCO Corporate & Income Opp 0.35% 28,220 $406K —
SMH Vaneck Semiconductor ETF 0.34% 1,658 $402K —
NVS Novartis AG-Sponsored ADR 0.34% 4,061 $395K —
VZ Verizon Communications Inc. 0.32% 9,347 $374K —
PFE Pfizer Inc. 0.32% 14,082 $374K —
KO The Coca-Cola Co. 0.30% 5,570 $347K —
WFC Wells Fargo & Co. 0.29% 4,884 $343K —
PFF iShares Preferred & Income S 0.29% 10,700 $336K —
PICK iShares MSCI Global Metals & 0.29% 9,512 $333K —
BKLN Invesco Senior Loan ETF 0.28% 15,699 $331K —
CB Chubb Ltd. 0.28% 1,188 $328K —
XLU St Sr Utl SL SE SPDR ETF-Usd 0.27% 4,208 $319K —
PYPL PayPal Holdings Inc. 0.27% 3,722 $318K —
XTWY Bondbloxx BBG 20Y US TSY ETF 0.27% 8,196 $316K —
SBUX Starbucks Corp. 0.27% 3,402 $310K —
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.26% 4,083 $306K —

Show all 141 holdings

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$158.7MAAPL, IWD, MSFT, IWF, AMZN
Q1 2026 160$138.8MAAPL, MSFT, IWD, IWF, LQD
Q4 2025 157$136.9MAAPL, MSFT, IWD, IWF, LQD
Q3 2025 165$139.5MAAPL, MSFT, IWD, IWF, LQD
Q2 2025 150$121.4MAAPL, MSFT, IWD, IWF, LQD
Q1 2025 138$116.6MAAPL, MSFT, IWD, IWF, IJR
Q4 2024 141$116.6MAAPL, MSFT, IWF, IWD, AMZN