Argyle Capital Partners, LLC

13F filer · CIK 0002079995

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$159MU.S. long equity reported on 13F

Positions10412 new · 8 closed

Net flow last quarter+$5.53MBuys minus sells

Top 10 positions weight21.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026104 positions
AAPLApple Inc.	$9M	5.67%	0.00%	+2.4%	Q4 2024
MSFTMicrosoft Corp	$4.27M	2.69%	0.00%	+6.4%	Q4 2024
AMZNAmazon Com Inc	$3.45M	2.17%	0.00%	+3.6%	Q4 2024
NVDANvidia Corp	$2.72M	1.71%	0.00%	+8.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.65M	1.67%	Not reported	+7.2%	Q4 2024
AMJBJPMorgan Chase & Co	$2.58M	1.62%	Not reported	+5.8%	Q3 2025
ABBVAbbVie Inc.	$2.34M	1.48%	0.00%	+4.6%	Q4 2024
GOOGLAlphabet Inc.	$2.3M	1.45%	0.00%	-2.0%	Q4 2024
JPMJPMorgan Chase & Co	$2.28M	1.43%	0.00%	-0.3%	Q4 2024
EPDEnterprise Products Partners L.P.	$1.92M	1.21%	0.00%	+0.9%	Q4 2024
MPLXMPLX LP	$1.9M	1.20%	0.00%	+24.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.84M	1.16%	Not reported	-8.2%	Q4 2024
WMBWilliams Companies, Inc.	$1.8M	1.14%	0.00%	+5.9%	Q4 2024
AMGNAmgen Inc	$1.76M	1.11%	0.00%	+5.5%	Q4 2024
OKEOneok Inc	$1.74M	1.10%	0.00%	+3.2%	Q4 2024
NFLXNetflix Inc	$1.65M	1.04%	0.00%	+38.4%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$1.59M	1.00%	0.00%	-3.6%	Q4 2024
PHParker-Hannifin Corp	$1.58M	1.00%	0.00%	+1.9%	Q4 2024
GOOGAlphabet Inc.	$1.58M	1.00%	Not reported	+6.2%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$1.56M	0.98%	Not reported	+5.8%	Q4 2024
ETEnergy Transfer LP	$1.46M	0.92%	0.00%	+9.1%	Q4 2024
SMHMarket Vectors ETF Trust	$1.37M	0.86%	Not reported	+14.2%	Q4 2024
VVisa Inc.	$1.33M	0.84%	0.00%	+1.4%	Q4 2024
WSMWilliams Sonoma Inc	$1.29M	0.81%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$1.28M	0.80%	Not reported	+21.8%	Q4 2024
AMPAmeriprise Financial Inc	$1.23M	0.78%	0.00%	Not reported	Q4 2024
QCOMQualcomm Inc	$1.18M	0.75%	0.00%	+2.6%	Q4 2024
CVXChevron Corp	$1.16M	0.73%	0.00%	+6.6%	Q4 2024
DHRDanaher Corp	$1.14M	0.72%	0.00%	+4.6%	Q4 2024
MLMMartin Marietta Materials Inc	$982K	0.62%	0.00%	Not reported	Q4 2024
DEDeere & Co	$962K	0.61%	0.00%	+6.3%	Q4 2024
COSTCostco Wholesale Corp	$959K	0.60%	0.00%	+13.6%	Q4 2024
MCHPMicrochip Technology Inc	$913K	0.58%	0.00%	Not reported	Q4 2024
HESMHess Midstream LP	$874K	0.55%	0.02%	+10.5%	Q4 2024
JCIJohnson Controls International plc	$872K	0.55%	0.00%	Not reported	Q4 2024
RTXRTX Corp	$839K	0.53%	0.00%	+22.2%	Q4 2024
OSKOshkosh Corp	$814K	0.51%	0.01%	Not reported	Q4 2024
MOAltria Group, Inc.	$789K	0.50%	0.00%	+6.7%	Q4 2024
NEENextera Energy Inc	$777K	0.49%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$753K	0.47%	0.00%	+7.1%	Q4 2024
XOMExxonMobil Holdings Corp	$728K	0.46%	0.00%	+6.0%	Q4 2024
GDGeneral Dynamics Corp	$714K	0.45%	0.00%	+16.7%	Q4 2024
PSXPhillips 66	$688K	0.43%	0.00%	Not reported	Q4 2024
SLBSLB Limited	$668K	0.42%	0.00%	+7.1%	Q3 2025
NOCNorthrop Grumman Corp	$654K	0.41%	0.00%	+48.7%	Q4 2024
LMTLockheed Martin Corp	$648K	0.41%	0.00%	+39.3%	Q4 2024
CTVACorteva, Inc.	$643K	0.40%	0.00%	Not reported	Q4 2024
NVSNovartis AG	$642K	0.40%	0.00%	Not reported	Q4 2024
EOGEog Resources Inc	$632K	0.40%	0.00%	+3.7%	Q4 2024
SGOLabrdn Gold ETF Trust	$610K	0.38%	0.01%	+7.7%	Q1 2025

Q1 2026Reported May 7, 2026100 positions
AAPLApple Inc.	$7.71M	5.55%	0.00%	-4.4%	Q4 2024
MSFTMicrosoft Corp	$3.99M	2.87%	0.00%	+14.7%	Q4 2024
AMZNAmazon Com Inc	$2.91M	2.09%	0.00%	+11.6%	Q4 2024
AMJBJPMorgan Chase & Co	$2.44M	1.76%	Not reported	-4.4%	Q3 2025
BRK.BBerkshire Hathaway Inc	$2.37M	1.71%	Not reported	-8.3%	Q4 2024
NVDANvidia Corp	$2.19M	1.58%	0.00%	-3.6%	Q4 2024
JPMJPMorgan Chase & Co	$2.05M	1.48%	0.00%	+5.2%	Q4 2024
EPDEnterprise Products Partners L.P.	$1.96M	1.41%	0.00%	-3.8%	Q4 2024
ABBVAbbVie Inc.	$1.93M	1.39%	0.00%	0.0%	Q4 2024
GOOGLAlphabet Inc.	$1.89M	1.36%	0.00%	-0.1%	Q4 2024
OKEOneok Inc	$1.75M	1.26%	0.00%	+1.8%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.74M	1.26%	Not reported	-13.2%	Q4 2024
WMBWilliams Companies, Inc.	$1.67M	1.20%	0.00%	-7.1%	Q4 2024
AMGNAmgen Inc	$1.62M	1.16%	0.00%	-6.1%	Q4 2024
NFLXNetflix Inc	$1.61M	1.16%	0.00%	+83.5%	Q4 2024
MPLXMPLX LP	$1.55M	1.11%	0.00%	+1.6%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$1.44M	1.04%	Not reported	+9.8%	Q4 2024
PHParker-Hannifin Corp	$1.42M	1.03%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$1.36M	0.98%	0.00%	-12.6%	Q4 2024
ETEnergy Transfer LP	$1.35M	0.97%	0.00%	-4.5%	Q4 2024
GOOGAlphabet Inc.	$1.21M	0.87%	Not reported	+15.5%	Q4 2024
AMPAmeriprise Financial Inc	$1.19M	0.86%	0.00%	Not reported	Q4 2024
VVisa Inc.	$1.16M	0.83%	0.00%	+8.9%	Q4 2024
DHRDanaher Corp	$1.08M	0.78%	0.00%	+4.6%	Q4 2024
METAMeta Platforms, Inc.	$1.07M	0.77%	Not reported	+14.0%	Q4 2024
WSMWilliams Sonoma Inc	$1.01M	0.73%	0.00%	Not reported	Q4 2024
MLMMartin Marietta Materials Inc	$1M	0.72%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$899K	0.65%	0.00%	-5.3%	Q4 2024
XOMExxonMobil Holdings Corp	$853K	0.61%	0.00%	-17.6%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$843K	0.61%	0.00%	+24.6%	Q4 2024
NEENextera Energy Inc	$822K	0.59%	0.00%	-3.0%	Q4 2024
HESMHess Midstream LP	$818K	0.59%	0.02%	-6.7%	Q4 2024
QCOMQualcomm Inc	$803K	0.58%	0.00%	+1.7%	Q4 2024
DEDeere & Co	$803K	0.58%	0.00%	-9.8%	Q4 2024
JCIJohnson Controls International plc	$781K	0.56%	0.00%	Not reported	Q4 2024
OSKOshkosh Corp	$781K	0.56%	0.01%	Not reported	Q4 2024
PSXPhillips 66	$742K	0.53%	0.00%	-4.1%	Q4 2024
SMHMarket Vectors ETF Trust	$701K	0.51%	Not reported	+2.6%	Q4 2024
RTXRTX Corp	$698K	0.50%	0.00%	-1.3%	Q4 2024
SLBSLB Limited	$689K	0.50%	0.00%	-24.6%	Q3 2025
MAMastercard Inc	$684K	0.49%	0.00%	+7.2%	Q4 2024
EOGEog Resources Inc	$680K	0.49%	0.00%	-12.0%	Q4 2024
MOAltria Group, Inc.	$678K	0.49%	0.00%	+7.4%	Q4 2024
SGOLabrdn Gold ETF Trust	$661K	0.48%	0.01%	+5.1%	Q1 2025
MCHPMicrochip Technology Inc	$647K	0.47%	0.00%	Not reported	Q4 2024
KMBKimberly Clark Corp	$637K	0.46%	0.00%	New	Q1 2026
CTVACorteva, Inc.	$635K	0.46%	0.00%	Not reported	Q4 2024
NVSNovartis AG	$625K	0.45%	0.00%	+0.8%	Q4 2024
GDGeneral Dynamics Corp	$593K	0.43%	0.00%	-4.5%	Q4 2024
NOCNorthrop Grumman Corp	$589K	0.42%	0.00%	-14.2%	Q4 2024

Q4 2025Reported Feb 17, 202697 positions
AAPLApple Inc.	$8.64M	6.31%	0.00%	-3.5%	Q4 2024
MSFTMicrosoft Corp	$4.54M	3.32%	0.00%	-0.9%	Q4 2024
AMZNAmazon Com Inc	$2.89M	2.11%	0.00%	-2.2%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.71M	1.98%	Not reported	+26.1%	Q4 2024
NVDANvidia Corp	$2.43M	1.77%	0.00%	+17.7%	Q4 2024
AMJBJPMorgan Chase & Co	$2.21M	1.61%	Not reported	+4.3%	Q3 2025
JPMJPMorgan Chase & Co	$2.14M	1.56%	0.00%	-3.8%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.1M	1.54%	Not reported	+7.0%	Q4 2024
GOOGLAlphabet Inc.	$2.06M	1.50%	0.00%	-4.2%	Q4 2024
ABBVAbbVie Inc.	$2.03M	1.49%	0.00%	-6.1%	Q4 2024
EPDEnterprise Products Partners L.P.	$1.72M	1.26%	0.00%	-0.4%	Q4 2024
AMGNAmgen Inc	$1.6M	1.17%	0.00%	-12.0%	Q4 2024
WMBWilliams Companies, Inc.	$1.48M	1.08%	0.00%	-11.2%	Q4 2024
MPLXMPLX LP	$1.42M	1.04%	0.00%	-1.1%	Q4 2024
OKEOneok Inc	$1.4M	1.02%	0.00%	-20.5%	Q4 2024
PHParker-Hannifin Corp	$1.4M	1.02%	0.00%	Not reported	Q4 2024
AMPAmeriprise Financial Inc	$1.32M	0.96%	0.00%	Not reported	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$1.29M	0.94%	Not reported	+7.5%	Q4 2024
DHRDanaher Corp	$1.25M	0.91%	0.00%	-7.8%	Q4 2024
VVisa Inc.	$1.23M	0.90%	0.00%	-0.5%	Q4 2024
ETEnergy Transfer LP	$1.21M	0.88%	0.00%	+24.8%	Q4 2024
GOOGAlphabet Inc.	$1.15M	0.84%	Not reported	-19.3%	Q4 2024
CVXChevron Corp	$1.15M	0.84%	0.00%	+6.3%	Q4 2024
ADBEAdobe Inc.	$1.14M	0.84%	0.00%	-6.7%	Q4 2024
METAMeta Platforms, Inc.	$1.08M	0.79%	Not reported	+71.2%	Q4 2024
MLMMartin Marietta Materials Inc	$1.06M	0.77%	0.00%	Not reported	Q4 2024
QCOMQualcomm Inc	$1.05M	0.77%	0.00%	-4.7%	Q4 2024
WSMWilliams Sonoma Inc	$987K	0.72%	0.00%	Not reported	Q4 2024
NFLXNetflix Inc	$853K	0.62%	0.00%	+4.7%	Q4 2024
CRMSalesforce, Inc.	$852K	0.62%	0.00%	-34.3%	Q4 2024
COSTCostco Wholesale Corp	$821K	0.60%	0.00%	+4.0%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$813K	0.59%	0.00%	-6.4%	Q4 2024
HESMHess Midstream LP	$779K	0.57%	0.02%	-7.2%	Q4 2024
DEDeere & Co	$736K	0.54%	0.00%	+1.0%	Q4 2024
XOMExxonMobil Holdings Corp	$735K	0.54%	0.00%	-4.2%	Q4 2024
NEENextera Energy Inc	$732K	0.53%	0.00%	-1.9%	Q4 2024
MAMastercard Inc	$729K	0.53%	0.00%	+2.0%	Q4 2024
JCIJohnson Controls International plc	$714K	0.52%	0.00%	Not reported	Q4 2024
SLBSLB Limited	$682K	0.50%	0.00%	+30.4%	Q3 2025
RTXRTX Corp	$672K	0.49%	0.00%	-12.3%	Q4 2024
OSKOshkosh Corp	$666K	0.49%	0.01%	Not reported	Q4 2024
SMHMarket Vectors ETF Trust	$642K	0.47%	Not reported	+4.8%	Q4 2024
MCHPMicrochip Technology Inc	$638K	0.47%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$614K	0.45%	0.00%	+7.6%	Q4 2024
GDGeneral Dynamics Corp	$609K	0.44%	0.00%	-3.0%	Q4 2024
SGOLabrdn Gold ETF Trust	$579K	0.42%	0.01%	+5.8%	Q1 2025
NOCNorthrop Grumman Corp	$574K	0.42%	0.00%	+10.0%	Q4 2024
LMTLockheed Martin Corp	$572K	0.42%	0.00%	+18.6%	Q4 2024
HDHome Depot, Inc.	$569K	0.42%	0.00%	+11.7%	Q4 2024
EOGEog Resources Inc	$561K	0.41%	0.00%	-22.5%	Q4 2024

Q3 2025Reported Nov 14, 2025102 positions
AAPLApple Inc.	$8.38M	6.01%	0.00%	-2.5%	Q4 2024
MSFTMicrosoft Corp	$4.91M	3.52%	0.00%	+1.3%	Q4 2024
AMZNAmazon Com Inc	$2.81M	2.01%	0.00%	-0.8%	Q4 2024
ABBVAbbVie Inc.	$2.19M	1.57%	0.00%	-0.7%	Q4 2024
JPMJPMorgan Chase & Co	$2.18M	1.56%	0.00%	-4.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.15M	1.54%	Not reported	+4.9%	Q4 2024
AMJBJPMorgan Chase & Co	$2.09M	1.50%	Not reported	New	Q3 2025
NVDANvidia Corp	$2.06M	1.48%	0.00%	-0.8%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.92M	1.38%	Not reported	-15.9%	Q4 2024
WMBWilliams Companies, Inc.	$1.76M	1.26%	0.00%	+5.4%	Q4 2024
OKEOneok Inc	$1.75M	1.25%	0.00%	+47.2%	Q4 2024
EPDEnterprise Products Partners L.P.	$1.69M	1.21%	0.00%	+14.6%	Q4 2024
GOOGLAlphabet Inc.	$1.67M	1.20%	0.00%	+2.0%	Q4 2024
AMGNAmgen Inc	$1.57M	1.13%	0.00%	+10.1%	Q4 2024
MPLXMPLX LP	$1.35M	0.97%	0.00%	+0.9%	Q4 2024
AMPAmeriprise Financial Inc	$1.32M	0.95%	0.00%	Not reported	Q4 2024
ADBEAdobe Inc.	$1.23M	0.89%	0.00%	+36.9%	Q4 2024
VVisa Inc.	$1.21M	0.86%	0.00%	+3.4%	Q4 2024
PHParker-Hannifin Corp	$1.21M	0.86%	0.00%	Not reported	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$1.2M	0.86%	Not reported	+1.9%	Q4 2024
DHRDanaher Corp	$1.17M	0.84%	0.00%	+5.6%	Q4 2024
CRMSalesforce, Inc.	$1.16M	0.83%	0.00%	+65.2%	Q4 2024
GOOGAlphabet Inc.	$1.1M	0.79%	Not reported	-12.9%	Q4 2024
CVXChevron Corp	$1.1M	0.79%	0.00%	+2.6%	Q4 2024
WSMWilliams Sonoma Inc	$1.08M	0.77%	0.00%	Not reported	Q4 2024
MLMMartin Marietta Materials Inc	$1.07M	0.77%	0.00%	Not reported	Q4 2024
QCOMQualcomm Inc	$1.07M	0.77%	0.00%	+2.7%	Q4 2024
NFLXNetflix Inc	$1.04M	0.75%	0.00%	+3.8%	Q4 2024
ETEnergy Transfer LP	$1.01M	0.72%	0.00%	+15.5%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$909K	0.65%	0.00%	-2.2%	Q4 2024
COSTCostco Wholesale Corp	$847K	0.61%	0.00%	+9.3%	Q4 2024
HESMHess Midstream LP	$840K	0.60%	0.02%	+13.0%	Q4 2024
EOGEog Resources Inc	$773K	0.55%	0.00%	+5.9%	Q4 2024
XOMExxonMobil Holdings Corp	$718K	0.51%	0.00%	-2.9%	Q4 2024
DEDeere & Co	$716K	0.51%	0.00%	+10.1%	Q4 2024
MAMastercard Inc	$712K	0.51%	0.00%	+0.4%	Q4 2024
NEENextera Energy Inc	$702K	0.50%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$701K	0.50%	Not reported	-5.5%	Q4 2024
RTXRTX Corp	$700K	0.50%	0.00%	-3.2%	Q4 2024
OSKOshkosh Corp	$688K	0.49%	0.01%	Not reported	Q4 2024
MOAltria Group, Inc.	$666K	0.48%	0.00%	-1.1%	Q4 2024
JCIJohnson Controls International plc	$656K	0.47%	0.00%	Not reported	Q4 2024
MCHPMicrochip Technology Inc	$643K	0.46%	0.00%	Not reported	Q4 2024
GDGeneral Dynamics Corp	$636K	0.46%	0.00%	-0.5%	Q4 2024
HDHome Depot, Inc.	$600K	0.43%	0.00%	+0.1%	Q4 2024
UNHUnitedhealth Group Inc	$597K	0.43%	0.00%	+81.5%	Q4 2024
PSXPhillips 66	$583K	0.42%	0.00%	-0.3%	Q4 2024
LENLennar Corp	$565K	0.41%	Not reported	Not reported	Q4 2024
NOCNorthrop Grumman Corp	$557K	0.40%	0.00%	+0.3%	Q4 2024
SMHMarket Vectors ETF Trust	$555K	0.40%	Not reported	-13.8%	Q4 2024

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