Argyle Capital Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed August 13, 2025), Argyle Capital Partners, LLC reported 138 stock positions worth $116.6 million. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by Microsoft (MSFT, 3.3%) and iShares Russell 1000 Value E (IWD, 3.0%). Compared with Q4 2024, it opened 10 new positions, sold out of 13, added to 41 and reduced 48. The biggest buy was iShares International Select (IDV, shares +68%) and the biggest sale Apple (AAPL, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002079995
- Portfolio Value
- $116.6M (Q1 2025)
- SEC Filing
- 0002079995-25-000002 ↗ filed Aug 13, 2025
Holdings Value
Holdings 138 stocks · $116.6M
| AAPL Apple Inc. | 6.57% | 34,486 | $7.7M | Reduce -5.2% |
| MSFT Microsoft Corp. | 3.27% | 10,156 | $3.8M | Add +3.1% |
| IWD iShares Russell 1000 Value E | 3.03% | 18,766 | $3.5M | Add +2.4% |
| IWF iShares Russell 1000 Growth | 2.71% | 8,750 | $3.2M | Add +3.5% |
| IJR iShares Core S&P Small-Cap E | 2.69% | 30,020 | $3.1M | Add +16.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.44% | 26,160 | $2.8M | Add +7.5% |
| TLT iShares 20+ Year Treasury BD | 2.32% | 29,697 | $2.7M | Add +17.8% |
| AMZN Amazon.com Inc. | 2.26% | 13,863 | $2.6M | Add +1.3% |
| XBI SS SPDR S&P Biotech ETF | 1.87% | 26,965 | $2.2M | Add +20.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.86% | 4,075 | $2.2M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.77% | 3,684 | $2.1M | Add +10.3% |
| VWO Vanguard Ftse Emerging Marke | 1.75% | 45,141 | $2.0M | Add +18.9% |
| ABBV Abbvie Inc. | 1.73% | 9,654 | $2.0M | Reduce -6.0% |
| JPM JPMorgan Chase & Co. | 1.55% | 7,349 | $1.8M | Reduce -1.3% |
| EPD Enterprise Products Partners | 1.53% | 52,204 | $1.8M | Add +8.3% |
| GDX Vaneck Gold Miners ETF | 1.49% | 37,805 | $1.7M | Reduce -5.7% |
| WMB Williams Cos Inc. | 1.43% | 27,880 | $1.7M | Reduce -11.1% |
| AMGN Amgen Inc. | 1.38% | 5,180 | $1.6M | Reduce -2.6% |
| CVX Chevron Corp. | 1.38% | 9,640 | $1.6M | Reduce -6.6% |
| NVDA Nvidia Corp. | 1.33% | 14,367 | $1.6M | Add +12.2% |
| OKE Oneok Inc. | 1.30% | 15,261 | $1.5M | Add +2.2% |
| SHY iShares 1-3 Year Treasury Bo | 1.26% | 17,833 | $1.5M | Add +19.0% |
| MPLX MPLX LP | 1.21% | 26,462 | $1.4M | Add +13.3% |
| ADBE Adobe Inc. | 1.19% | 3,634 | $1.4M | Add +7.1% |
| FPE FT-Preferred Secur & Inc. ETF | 1.17% | 77,639 | $1.4M | Add +5.4% |
| CMF iShares California Muni Bond | 1.13% | 23,386 | $1.3M | Reduce -3.3% |
| IDV iShares International Select | 1.13% | 42,378 | $1.3M | Add +67.8% |
| V Visa Inc. Class A | 1.12% | 3,723 | $1.3M | Reduce -5.4% |
| AMP Ameriprise Financial Inc. | 1.11% | 2,685 | $1.3M | No change |
| VNQ Vanguard Real Estate ETF | 1.07% | 13,785 | $1.2M | Reduce -1.6% |
| DUHP Dimensional US High Profi Et | 1.04% | 36,459 | $1.2M | Reduce -10.8% |
| GOOGL Alphabet Inc. Class A | 1.01% | 7,630 | $1.2M | Add +3.0% |
| EOG EOG Resources Inc. | 0.89% | 8,050 | $1.0M | Reduce -4.8% |
| FVD First Trust Value Line DVD | 0.87% | 22,786 | $1.0M | Add +19.0% |
| PH Parker Hannifin Corp. | 0.83% | 1,590 | $966K | No change |
| QCOM Qualcomm Inc. | 0.83% | 6,274 | $964K | Reduce -2.1% |
| DVY iShares Select Dividend ETF | 0.81% | 7,043 | $946K | Add +34.4% |
| NFLX Netflix Inc. | 0.81% | 1,013 | $945K | Reduce -9.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.80% | 11,867 | $936K | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.77% | 5,775 | $902K | Add +6.3% |
| COST Costco Wholesale Corp. | 0.77% | 948 | $897K | Reduce -3.7% |
| JEPI JPMorgan Equity Premium Inco | 0.76% | 15,607 | $892K | Reduce -1.5% |
| HESM Hess Midstream LP Class A | 0.75% | 20,668 | $874K | Reduce -6.1% |
| WSM Williams-Sonoma Inc. | 0.75% | 5,524 | $873K | No change |
| CRM Salesforce Inc. | 0.73% | 3,181 | $854K | Add +0.3% |
| DHR Danaher Corp. | 0.72% | 4,098 | $840K | No change |
| ET Energy Transfer LP | 0.70% | 44,174 | $821K | Reduce -4.1% |
| XOM Exxon Mobil Corp. | 0.70% | 6,893 | $820K | Reduce -31.9% |
| XLE SS Energy Select Sector | 0.70% | 8,727 | $816K | Add +1.8% |
| BMY Bristol-Myers Squibb Co. | 0.70% | 13,349 | $814K | Reduce -5.9% |
| MLM Martin Marietta Materials | 0.70% | 1,702 | $814K | No change |
| XLF SS Financial Select Sector | 0.62% | 14,412 | $718K | Add +38.1% |
| MA Mastercard Inc. Class A | 0.60% | 1,284 | $704K | Reduce -5.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.60% | 1,995 | $703K | Reduce -3.0% |
| DE Deere & Co. | 0.59% | 1,477 | $693K | Reduce -3.5% |
| NEE Nextera Energy Inc. | 0.59% | 9,685 | $687K | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.58% | 6,866 | $678K | Add +5.9% |
| MO Altria Group Inc. | 0.58% | 11,199 | $672K | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.55% | 1,109 | $639K | Add +0.9% |
| RTX RTX Corp. | 0.55% | 4,819 | $638K | Reduce -0.1% |
| HD Home Depot Inc. | 0.53% | 1,674 | $613K | Add +7.0% |
| CGMS Cap Group US Multi-Sect Bond | 0.51% | 21,891 | $598K | New |
| IYW iShares Ustechnology ETF | 0.48% | 4,017 | $564K | Reduce -1.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.46% | 8,828 | $535K | Add +4.8% |
| LEN Lennar Corp. Class A | 0.44% | 4,482 | $514K | No change |
| OSK Oshkosh Corp. | 0.43% | 5,303 | $499K | No change |
| MCHP Microchip Technology Inc. | 0.42% | 10,012 | $485K | Reduce -2.0% |
| JCI Johnson Controls Internation | 0.41% | 5,965 | $478K | No change |
| CTVA Corteva Inc. | 0.41% | 7,587 | $477K | No change |
| PSX Phillips 66 | 0.41% | 3,847 | $475K | No change |
| NOC Northrop Grumman Corp. | 0.41% | 924 | $473K | Reduce -0.4% |
| LMT Lockheed Martin Corp. | 0.39% | 1,030 | $460K | Add +12.1% |
| BA The Boeing Co. | 0.39% | 2,676 | $456K | Reduce -5.6% |
| NVS Novartis AG-Sponsored ADR | 0.39% | 4,061 | $453K | No change |
| SMH Vaneck Semiconductor ETF | 0.39% | 2,125 | $449K | Add +28.2% |
| PCEF Invesco Cef Income Composite | 0.38% | 23,364 | $440K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.37% | 3,686 | $435K | Add +57.4% |
| SPGI S&P Global Inc. | 0.37% | 849 | $432K | Reduce -4.5% |
| ANSS Ansys Inc. | 0.37% | 1,350 | $427K | No change |
| IGEB iShares Investment Grade SYS | 0.36% | 9,233 | $416K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.35% | 17,471 | $412K | Reduce -0.5% |
| IWM iShares Russell 2000 ETF | 0.35% | 2,030 | $405K | Add +0.4% |
| VZ Verizon Communications Inc. | 0.35% | 8,903 | $404K | Reduce -4.8% |
| PTY PIMCO Corporate & Income Opp | 0.34% | 27,817 | $402K | Reduce -1.4% |
| KO The Coca-Cola Co. | 0.34% | 5,570 | $399K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 9,475 | $395K | No change |
| SNPS Synopsys Inc. | 0.33% | 910 | $390K | No change |
| XTWY Bondbloxx BBG 20Y US TSY ETF | 0.31% | 8,964 | $360K | Add +9.4% |
| CB Chubb Ltd. | 0.31% | 1,188 | $359K | No change |
| PFF iShares Preferred & Income S | 0.31% | 11,650 | $358K | Add +8.9% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 6,853 | $348K | New |
| EEM iShares MSCI Emerging Market | 0.30% | 7,892 | $345K | Add +9.0% |
| WM Waste Management Inc. | 0.29% | 1,483 | $343K | No change |
| SBUX Starbucks Corp. | 0.29% | 3,402 | $334K | No change |
| SGOL Abrdn Physical Gold Shares | 0.29% | 11,176 | $333K | New |
| WFC Wells Fargo & Co. | 0.28% | 4,545 | $326K | Reduce -6.9% |
| BKLN Invesco Senior Loan ETF | 0.28% | 15,728 | $326K | Add +0.2% |
| PICK iShares MSCI Global Metals & | 0.27% | 8,683 | $312K | Reduce -8.7% |
| PFE Pfizer Inc. | 0.27% | 12,287 | $311K | Reduce -12.8% |
| VLU SS SPDR S&P 1500 Value Tilt | 0.26% | 1,658 | $305K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -5.2% | 6.57% | −1.25 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.76 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.26 |
| DG Dollar General Corp. | Reduce -62.1% | 0.19% | −0.24 |
| XOM Exxon Mobil Corp. | Reduce -31.9% | 0.70% | −0.23 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.23 |
| ESGV Vanguard ESG US Stock ETF | Sold out | 0.00% | −0.22 |
| VGM Invesco Trust for Investmen | Sold out | 0.00% | −0.21 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -42.8% | 0.21% | −0.19 |
| NUSC Nuveen ESG Small-Cap ETF | Sold out | 0.00% | −0.19 |
| VSGX Vanguard ESG Intl Stock ETF | Sold out | 0.00% | −0.19 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.18 |
| HYLS FT Tactical High Yield ETF | Sold out | 0.00% | −0.18 |
| TGT Target Corp. | Sold out | 0.00% | −0.18 |
| SUSA iShares ESG Optimized MSCI U | Sold out | 0.00% | −0.18 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.17 |
| DUHP Dimensional US High Profi Et | Reduce -10.8% | 1.04% | −0.15 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -21.1% | 0.26% | −0.10 |
| MCHP Microchip Technology Inc. | Reduce -2.0% | 0.42% | −0.09 |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | Reduce -30.6% | 0.18% | −0.08 |
| PYPL PayPal Holdings Inc. | Reduce -3.9% | 0.20% | −0.07 |
| IYW iShares Ustechnology ETF | Reduce -1.1% | 0.48% | −0.07 |
| ET Energy Transfer LP | Reduce -4.1% | 0.70% | −0.07 |
| CMF iShares California Muni Bond | Reduce -3.3% | 1.13% | −0.06 |
| PFE Pfizer Inc. | Reduce -12.8% | 0.27% | −0.05 |
| NFLX Netflix Inc. | Reduce -9.6% | 0.81% | −0.05 |
| BA The Boeing Co. | Reduce -5.6% | 0.39% | −0.04 |
| PROSPECT CAPITAL CORP (PSEC 6.375 03/01/25) | Sold out | 0.00% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -14.6% | 0.24% | −0.03 |
| WMB Williams Cos Inc. | Reduce -11.1% | 1.43% | −0.03 |
| PICK iShares MSCI Global Metals & | Reduce -8.7% | 0.27% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -2.1% | 0.83% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.5% | 0.76% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -6.9% | 0.28% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -1.1% | 0.59% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.1% | 0.21% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -5.4% | 0.60% | −0.01 |
| SPGI S&P Global Inc. | Reduce -4.5% | 0.37% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -3.7% | 0.77% | −0.00 |
| EOG EOG Resources Inc. | Reduce -4.8% | 0.89% | −0.00 |
| PTY PIMCO Corporate & Income Opp | Reduce -1.4% | 0.34% | −0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -0.5% | 0.35% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -1.6% | 1.07% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.0% | 0.60% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -2.3% | 0.19% | +0.00 |
| PAA Plains All Amer Pipeline LP | Reduce -13.4% | 0.25% | +0.00 |
| CSCO Cisco Systems Inc. | Reduce -2.7% | 0.25% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.9% | 0.70% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 1.55% | +0.01 |
| T AT&T Inc. | Reduce -9.9% | 0.23% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| IDV iShares International Select | Add +67.8% | 1.13% | +0.53 |
| CGMS Cap Group US Multi-Sect Bond | New | 0.51% | +0.51 |
| TLT iShares 20+ Year Treasury BD | Add +17.8% | 2.32% | +0.43 |
| VWO Vanguard Ftse Emerging Marke | Add +18.9% | 1.75% | +0.32 |
| VEA Vanguard Ftse Developed ETF | New | 0.30% | +0.30 |
| SGOL Abrdn Physical Gold Shares | New | 0.29% | +0.29 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | New | 0.26% | +0.26 |
| MPLX MPLX LP | Add +13.3% | 1.21% | +0.26 |
| TLH iShares 10-20 Year Treasury | New | 0.24% | +0.24 |
| EPD Enterprise Products Partners | Add +8.3% | 1.53% | +0.23 |
| SGOV iShares 0-3 Month Treasury B | New | 0.23% | +0.23 |
| DVY iShares Select Dividend ETF | Add +34.4% | 0.81% | +0.22 |
| DFSV Dimensional US Small Cap Val | New | 0.22% | +0.22 |
| SHY iShares 1-3 Year Treasury Bo | Add +19.0% | 1.26% | +0.21 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +7.5% | 2.44% | +0.21 |
| IAU iShares Gold Trust | New | 0.18% | +0.18 |
| XLF SS Financial Select Sector | Add +38.1% | 0.62% | +0.18 |
| GLD SPDR Gold Shares | New | 0.18% | +0.18 |
| NULV Nuveen ESG Large-Cap Val ETF | New | 0.18% | +0.18 |
| FVD First Trust Value Line DVD | Add +19.0% | 0.87% | +0.15 |
| IJR iShares Core S&P Small-Cap E | Add +16.7% | 2.69% | +0.15 |
| XBI SS SPDR S&P Biotech ETF | Add +20.5% | 1.87% | +0.15 |
| IEI iShares 3-7 Year Treasury Bo | Add +57.4% | 0.37% | +0.14 |
| IWD iShares Russell 1000 Value E | Add +2.4% | 3.03% | +0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.3% | 1.77% | +0.09 |
| MO Altria Group Inc. | Add +0.5% | 0.58% | +0.08 |
| XLE SS Energy Select Sector | Add +1.8% | 0.70% | +0.07 |
| FPE FT-Preferred Secur & Inc. ETF | Add +5.4% | 1.17% | +0.05 |
| VEU Vanguard Ftse All-World Ex-U | Add +4.8% | 0.46% | +0.04 |
| HIX Western Asset High Inc. II | Add +37.1% | 0.15% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +28.2% | 0.39% | +0.04 |
| XTWY Bondbloxx BBG 20Y US TSY ETF | Add +9.4% | 0.31% | +0.04 |
| EEM iShares MSCI Emerging Market | Add +9.0% | 0.30% | +0.04 |
| VGK Vanguard Ftse Europe ETF | Add +0.2% | 0.21% | +0.02 |
| PFF iShares Preferred & Income S | Add +8.9% | 0.31% | +0.02 |
| OKE Oneok Inc. | Add +2.2% | 1.30% | +0.01 |
| LMT Lockheed Martin Corp. | Add +12.1% | 0.39% | +0.01 |
| HD Home Depot Inc. | Add +7.0% | 0.53% | +0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +0.2% | 0.80% | +0.00 |
| META Meta Platforms Inc. Class A | Add +0.9% | 0.55% | −0.00 |
| BKLN Invesco Senior Loan ETF | Add +0.2% | 0.28% | −0.00 |
| IWM iShares Russell 2000 ETF | Add +0.4% | 0.35% | −0.04 |
| DIS The Walt Disney Co. | Add +5.9% | 0.58% | −0.04 |
| ADBE Adobe Inc. | Add +7.1% | 1.19% | −0.10 |
| GOOG Alphabet Inc. Class C | Add +6.3% | 0.77% | −0.11 |
| NVDA Nvidia Corp. | Add +12.2% | 1.33% | −0.14 |
| CRM Salesforce Inc. | Add +0.3% | 0.73% | −0.18 |
| GOOGL Alphabet Inc. Class A | Add +3.0% | 1.01% | −0.19 |
| IWF iShares Russell 1000 Growth | Add +3.5% | 2.71% | −0.20 |
| MSFT Microsoft Corp. | Add +3.1% | 3.27% | −0.29 |
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 |