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 —
VLU SS SPDR S&P 1500 Value Tilt 0.26% 1,658 $305K —
ONEV SS SPDR R1000 Lo Vol Foc ETF 0.26% 2,425 $304K —
EEM iShares MSCI Emerging Market 0.26% 7,242 $303K —
WM Waste Management Inc. 0.26% 1,483 $299K —
CSCO Cisco Systems Inc. 0.25% 4,892 $290K —
PAA Plains All Amer Pipeline LP 0.25% 16,750 $286K —
CL Colgate-Palmolive Co. 0.24% 3,131 $285K —
RPM RPM International Inc. 0.24% 2,264 $279K —
PEP Pepsico Inc. 0.24% 1,831 $278K —
IEI iShares 3-7 Year Treasury Bo 0.23% 2,342 $271K —
AVGO Broadcom Inc. 0.23% 1,140 $264K —
ALC Alcon Inc. filed as ALCON AG 0.23% 3,101 $263K —
ESGV Vanguard ESG US Stock ETF 0.22% 2,500 $262K —
XYL Xylem Inc. 0.22% 2,206 $256K —
ITOT iShares Core S&P Total U.S. 0.22% 1,963 $252K —
FCAL First Trust California Munic 0.21% 5,051 $249K —
T AT&T Inc. 0.21% 10,644 $242K —
VGM Invesco Trust for Investmen 0.21% 23,963 $242K —
JUST Goldman Sachs Just US LRG 0.21% 2,902 $241K —
ADP Automatic Data Processing 0.20% 803 $235K —
VCV Invesco Ca Val Muni Inc. TR 0.20% 21,364 $234K —
CFR Cullen/Frost Bankers Inc. 0.20% 1,730 $232K —
PWRD TCW Transform Systems ETF 0.20% 3,196 $232K —
GD General Dynamics Corp. 0.20% 875 $231K —
VGK Vanguard Ftse Europe ETF 0.19% 3,469 $220K —
NUSC Nuveen ESG Small-Cap ETF 0.19% 5,233 $219K —
VSGX Vanguard ESG Intl Stock ETF 0.19% 3,853 $218K —
QLTA iShares Aaa - A Rated Corpor 0.19% 4,653 $218K —
UNH Unitedhealth Group Inc. 0.19% 427 $216K —
SPG Simon Property Group Inc. 0.18% 1,247 $215K —
HYLS FT Tactical High Yield ETF 0.18% 5,032 $208K —
TGT Target Corp. 0.18% 1,527 $206K —
SUSA iShares ESG Optimized MSCI U 0.18% 1,696 $206K —
AMT American Tower Corp. 0.17% 1,100 $202K —
TSLA Tesla Inc. 0.17% 498 $201K —
XAWFX Alliancebernstein GL Hi Inc. 0.14% 15,423 $165K —
MUC BlackRock Munihold Ca QLTY 0.12% 12,700 $135K —
HIX Western Asset High Inc. II 0.11% 31,449 $132K —
XPGPX PIMCO GLBL Stockspl & Inc. 0.09% 12,985 $101K —
PROSPECT CAPITAL CORP (PSEC 6.375 03/01/25) 0.03% 39,000 $40K —
GALT Galectin Therapeutics Inc. 0.01% 13,375 $17K —

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