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

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $116.6M Q4 2024 Q1 2025: $116.6M $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 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
XTEN Bondbloxx BBG 10Y US TSY ETF 0.26% 6,539 $305K New
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.26% 5,834 $302K Reduce -21.1%
ALC Alcon Inc. filed as ALCON AG 0.25% 3,101 $294K No change
CSCO Cisco Systems Inc. 0.25% 4,761 $294K Reduce -2.7%
CL Colgate-Palmolive Co. 0.25% 3,131 $293K No change
PAA Plains All Amer Pipeline LP 0.25% 14,500 $290K Reduce -13.4%
TLH iShares 10-20 Year Treasury 0.24% 2,733 $284K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.24% 3,592 $283K Reduce -14.6%
PEP Pepsico Inc. 0.24% 1,831 $275K No change
T AT&T Inc. 0.23% 9,594 $271K Reduce -9.9%
SGOV iShares 0-3 Month Treasury B 0.23% 2,670 $269K New
XYL Xylem Inc. 0.23% 2,206 $264K No change
RPM RPM International Inc. 0.22% 2,264 $262K No change
DFSV Dimensional US Small Cap Val 0.22% 8,935 $252K New
ADP Automatic Data Processing 0.21% 803 $245K No change
FCAL First Trust California Munic 0.21% 5,051 $245K No change
QQQ Invesco QQQ Trust Series 1 0.21% 521 $244K Reduce -42.8%
VGK Vanguard Ftse Europe ETF 0.21% 3,475 $244K Add +0.2%
AMT American Tower Corp. 0.21% 1,100 $239K No change
ITOT iShares Core S&P Total U.S. 0.21% 1,961 $239K Reduce -0.1%
GD General Dynamics Corp. 0.20% 875 $239K No change
PYPL PayPal Holdings Inc. 0.20% 3,578 $233K Reduce -3.9%
JUST Goldman Sachs Just US LRG 0.20% 2,902 $231K No change
VCV Invesco Ca Val Muni Inc. TR 0.19% 21,364 $227K No change
PWRD TCW Transform Systems ETF 0.19% 3,196 $223K No change
QLTA iShares Aaa - A Rated Corpor 0.19% 4,653 $221K No change
UNH Unitedhealth Group Inc. 0.19% 417 $218K Reduce -2.3%
DG Dollar General Corp. 0.19% 2,481 $218K Reduce -62.1%
CFR Cullen/Frost Bankers Inc. 0.19% 1,730 $217K No change
IAU iShares Gold Trust 0.18% 3,627 $214K New
ONEV SS SPDR R1000 Lo Vol Foc ETF 0.18% 1,684 $214K Reduce -30.6%
GLD SPDR Gold Shares 0.18% 735 $212K New
NULV Nuveen ESG Large-Cap Val ETF 0.18% 5,045 $204K New
HIX Western Asset High Inc. II 0.15% 43,132 $180K Add +37.1%
XAWFX Alliancebernstein GL Hi Inc. 0.14% 15,423 $165K No change
MUC BlackRock Munihold Ca QLTY 0.12% 12,700 $136K No change
XPGPX PIMCO GLBL Stockspl & Inc. 0.09% 12,985 $105K No change
GALT Galectin Therapeutics Inc. 0.01% 13,375 $16K 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

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