Sponsored

The Analysis of ARGUS INVESTORS' COUNSEL, INC.'s Holdings & P&L

Currently, ARGUS INVESTORS' COUNSEL, INC. holds 106 types of securities in its portfolio with a total value $129.9M. In the most recent quarter, they have increased their positions in KLAC (+5.8K shares, valued at $1.8M), DELL (+3.3K shares, valued at $1.4M), N/A (+7.9K shares, valued at $1.1M); decreased their positions in SCHW (-3.3K shares, valued at $305.3K), N/A (-313 shares, valued at $225.4K), N/A (-310 shares, valued at $224.1K); initiated new positions in DELL (+3.3K shares, valued at $1.4M), N/A (+7.9K shares, valued at $1.1M), HOOD (+3.3K shares, valued at $333.6K).

1M P&L

+2.0M+2.43%

3M P&L

-5.4M-5.98%

HY P&L

-499.2K-0.59%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors12.3M

13.8%

2N/A6.5M

7.4%

3Internet Content & Information6.4M

7.3%

Top Industries by Stock Count

1N/A13 stocks

15.5%

2Semiconductors5 stocks

6.0%

3Drug Manufacturers - General3 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Applied Materials Inc Applied Materials Inc10.5K shares-2.86%2026-06-302026-07-31

NVDA Nvidia Corp27.8K shares-2.37%2026-06-302026-07-31

GOOGL Alphabet Inc15.4K shares-3.43%2026-06-302026-07-31

Quanta Services Inc Quanta Services Inc7.4K shares-4.04%2026-06-302026-07-31

LLY Eli Lilly and Company4.0K shares-1.87%2026-06-302026-07-31

ADI Analog Devices Inc11.9K shares-2.91%2026-06-302026-07-31

AAPL Apple Inc15.8K shares-3.48%2026-06-302026-07-31

JPMorgan Chase & Co JPMorgan Chase & Co13.5K shares-2.51%2026-06-302026-07-31

Sponsored

Costco Wholesale Corp Costco Wholesale Corp4.2K shares-2.28%2026-06-302026-07-31

TT Trane Technologies plc7.6K shares-2.52%2026-06-302026-07-31

URI United Rentals Inc3.2K shares-2.89%2026-06-302026-07-31

Meta Platforms Inc Meta Platforms Inc5.8K shares-2.55%2026-06-302026-07-31

AMZN Amazon.com Inc11.8K shares-2.66%2026-06-302026-07-31

Visa Inc Visa Inc7.8K shares-3.02%2026-06-302026-07-31

WFC Wells Fargo & Company29.3K shares-3.38%2026-06-302026-07-31

BLK BlackRock Inc2.4K shares-2.33%2026-06-302026-07-31

Sponsored

SCHW Schwab Charles Corp24.6K shares-11.86%2026-06-302026-07-31

TRGP Targa Resources Corp8.3K shares-0.50%2026-06-302026-07-31

ANET Arista Networks Inc13.1K shares-2.60%2026-06-302026-07-31

Oracle Corp Oracle Corp14.6K shares-2.70%2026-06-302026-07-31

PANW Palo Alto Networks6.2K shares-3.60%2026-06-302026-07-31

KLAC KLA Corp6.5K shares852.78%2026-06-302026-07-31

GD General Dynamics Corp5.1K shares-1.68%2026-06-302026-07-31

S&P Global Inc S&P Global Inc4.1K shares-2.39%2026-06-302026-07-31

Sponsored

Snowflake Inc Snowflake Inc6.4K shares-2.45%2026-06-302026-07-31

DELL Dell Technologies Inc3.3K sharesnew addition2026-06-302026-07-31

MSFT Microsoft Corp3.8K shares-0.45%2026-06-302026-07-31

NYT New York Times Co19.7K shares7.60%2026-06-302026-07-31

Broadcom Inc Broadcom Inc3.6K shares-0.87%2026-06-302026-07-31

LRCX Lam Research Corp3.1K shares-0.74%2026-06-302026-07-31

Constellation Energy Corp Constellation Energy Corp5.2K shares3.86%2026-06-302026-07-31

DexCom Inc DexCom Inc17.9K shares-2.57%2026-06-302026-07-31

Sponsored

AXP American Express Co3.5K shares-0.14%2026-06-302026-07-31

GE GE Aerospace3.1K shares-0.62%2026-06-302026-07-31

ExxonMobil Holdings Corp ExxonMobil Holdings Corp7.9K sharesnew addition2026-06-302026-07-31

UBER Uber Technologies Inc13.3K shares22.74%2026-06-302026-07-31

TJX TJX Companies6.4K shares7.69%2026-06-302026-07-31

DASH DoorDash Inc5.2K shares-2.99%2026-06-302026-07-31

IWF iShares Russell 1000 Grw ETF7.4K shares253.42%2026-06-302026-07-31

BK Bank of New York Mellon Corp6.1K shares-0.63%2026-06-302026-07-31

Sponsored

WMT Walmart Inc7.8K shares-0.36%2026-06-302026-07-31

JNJ Johnson & Johnson3.1K shares3.41%2026-06-302026-07-31

Mastercard Inc Mastercard Inc1.5K shares-0.33%2026-06-302026-07-31

MRVL Marvell Technology Inc2.4K shares0.17%2026-06-302026-07-31

PH Parker-Hannifin Corp683 shares-1.16%2026-06-302026-07-31

HWM Howmet Aerospace Inc2.4K shares-0.73%2026-06-302026-07-31

TSM Taiwan Semiconductor Manufactu1.3K shares1.44%2026-06-302026-07-31

IEI iShares 3-7 Yr Treasury Bond E5.3K shares1.75%2026-06-302026-07-31

Sponsored

TXN Texas Instruments Inc2.1K shares0.19%2026-06-302026-07-31

SPHQ Invesco S&P 500 Quality ETF6.7K shares33.72%2026-06-302026-07-31

STT State Street Corporation3.4K shares-0.38%2026-06-302026-07-31

AMGN Amgen Inc1.6K shares-19.68%2026-06-302026-07-31

DUK Duke Energy Corp4.4K shares0.00%2026-06-302026-07-31

GLW Corning Inc2.1K shares-25.48%2026-06-302026-07-31

NDAQ Nasdaq Inc6.5K shares3.82%2026-06-302026-07-31

ECL Ecolab Inc1.8K shares-3.71%2026-06-302026-07-31

Sponsored

IBM International Business Machine1.8K shares0.22%2026-06-302026-07-31

The Southern Company The Southern Company5.2K shares0.35%2026-06-302026-07-31

EFA iShares MSCI EAFE ETF4.6K shares0.82%2026-06-302026-07-31

FLOT IShares Floating Rate Bond ETF9.4K shares2.17%2026-06-302026-07-31

ATO Atmos Energy Corp2.8K shares-0.04%2026-06-302026-07-31

DMBS Doubleline ETF Trust-Mortgage9.7K shares2.35%2026-06-302026-07-31

BSV Vanguard Short-Term Bd ETF6.1K shares-0.16%2026-06-302026-07-31

MCK McKesson Corp625 shares-0.64%2026-06-302026-07-31

Sponsored

BBBS Bondbloxx 1-5 Year Corporate B9.1K shares0.00%2026-06-302026-07-31

TMO Thermo Fisher Scientific928 shares-0.32%2026-06-302026-07-31

VCIT Vanguard Interm-Tm Corp Bd Idx5.5K shares2.39%2026-06-302026-07-31

IWM iShares Russell 2000 Index ETF1.4K shares0.00%2026-06-302026-07-31

XHLF Bondbloxx Bloomberg Six Mth Ta8.3K shares-0.06%2026-06-302026-07-31

RJF Raymond James Financial Inc2.7K shares-0.04%2026-06-302026-07-31

DHR Danaher Corp2.1K shares-0.38%2026-06-302026-07-31

PGX Invesco Preferred ETF36.8K shares-0.05%2026-06-302026-07-31

Sponsored

Cisco Systems Inc Cisco Systems Inc3.4K shares-19.01%2026-06-302026-07-31

Netflix Inc Netflix Inc5.3K shares0.15%2026-06-302026-07-31

CAT Caterpillar Inc330 shares-29.03%2026-06-302026-07-31

iShares Core S&P 500 iShares Core S&P 500464 shares-2.11%2026-06-302026-07-31

VZ Verizon Communications Inc8.1K shares0.20%2026-06-302026-07-31

HOOD Robinhood Markets3.3K sharesnew addition2026-06-302026-07-31

NUE Nucor Corp1.5K shares-35.81%2026-06-302026-07-31

USB US Bancorp5.2K shares0.00%2026-06-302026-07-31

Sponsored

IP International Paper Co8.3K shares33.84%2026-06-302026-07-31

NSC Norfolk Southern Corp1.0K shares0.00%2026-06-302026-07-31

RTX Corporation RTX Corporation1.6K sharesnew addition2026-06-302026-07-31

MS Morgan Stanley1.5K shares-32.09%2026-06-302026-07-31

SCHD Schwab US Dividend Equity ETF9.1K shares0.00%2026-06-302026-07-31

EMR Emerson Elec Co2.0K shares0.00%2026-06-302026-07-31

UNP Union Pacific Corp1.1K shares0.00%2026-06-302026-07-31

MAR Marriott International730 shares-30.81%2026-06-302026-07-31

Sponsored

PG The Procter & Gamble Co1.8K shares0.33%2026-06-302026-07-31

Accenture plc Accenture plc2.1K sharesnew addition2026-06-302026-07-31

APD Air Prods & Chems Inc895 shares0.00%2026-06-302026-07-31

ITW Illinois Tool Wks Inc947 shares0.32%2026-06-302026-07-31

Waste Management Inc Waste Management Inc1.1K shares0.00%2026-06-302026-07-31

HD Home Depot Inc720 shares0.00%2026-06-302026-07-31

BDX Becton Dickinson & Co1.6K shares23.44%2026-06-302026-07-31

ABT Abbott Labs2.6K shares24.02%2026-06-302026-07-31

Sponsored

AMT American Twr Corp-REIT1.4K shares0.00%2026-06-302026-07-31

SYK Stryker Corp742 shares-41.53%2026-06-302026-07-31

DIS The Walt Disney Co2.4K shares0.00%2026-06-302026-07-31

Ameriprise Financial Inc Ameriprise Financial Inc483 shares0.21%2026-06-302026-07-31

NTAP NetApp Inc1.4K sharesnew addition2026-06-302026-07-31

CSX CSX Corp4.4K sharesnew addition2026-06-302026-07-31

ENB Enbridge Inc3.8K shares1.31%2026-06-302026-07-31

PSX Phillips 661.2K shares0.59%2026-06-302026-07-31

Sponsored

BAC Bank of America Corp3.5K sharesnew addition2026-06-302026-07-31

KIM Kimco Realty Corp7.9K sharesnew addition2026-06-302026-07-31

Applied Materials Inc

-2.86%

Shares10.5K

Event2026-06-30

Filed2026-07-31

NVDA

Nvidia Corp

-2.37%

Shares27.8K

Event2026-06-30

Filed2026-07-31

GOOGL

Alphabet Inc

-3.43%

Shares15.4K

Event2026-06-30

Filed2026-07-31

Quanta Services Inc

-4.04%

Shares7.4K

Event2026-06-30

Filed2026-07-31

LLY

Eli Lilly and Company

-1.87%

Shares4.0K

Event2026-06-30

Filed2026-07-31

ADI

Analog Devices Inc

-2.91%

Shares11.9K

Event2026-06-30

Filed2026-07-31

AAPL

Apple Inc

-3.48%

Shares15.8K

Event2026-06-30

Filed2026-07-31

JPMorgan Chase & Co

-2.51%

Shares13.5K

Event2026-06-30

Filed2026-07-31

Costco Wholesale Corp

-2.28%

Shares4.2K

Event2026-06-30

Filed2026-07-31

Trane Technologies plc

-2.52%

Shares7.6K

Event2026-06-30

Filed2026-07-31

URI

United Rentals Inc

-2.89%

Shares3.2K

Event2026-06-30

Filed2026-07-31

Meta Platforms Inc

-2.55%

Shares5.8K

Event2026-06-30

Filed2026-07-31

AMZN

Amazon.com Inc

-2.66%

Shares11.8K

Event2026-06-30

Filed2026-07-31

Visa Inc

-3.02%

Shares7.8K

Event2026-06-30

Filed2026-07-31

WFC

Wells Fargo & Company

-3.38%

Shares29.3K

Event2026-06-30

Filed2026-07-31

BLK

BlackRock Inc

-2.33%

Shares2.4K

Event2026-06-30

Filed2026-07-31

SCHW

Schwab Charles Corp

-11.86%

Shares24.6K

Event2026-06-30

Filed2026-07-31

TRGP

Targa Resources Corp

-0.50%

Shares8.3K

Event2026-06-30

Filed2026-07-31

ANET

Arista Networks Inc

-2.60%

Shares13.1K

Event2026-06-30

Filed2026-07-31

Oracle Corp

-2.70%

Shares14.6K

Event2026-06-30

Filed2026-07-31

PANW

Palo Alto Networks

-3.60%

Shares6.2K

Event2026-06-30

Filed2026-07-31

KLAC

KLA Corp

852.78%

Shares6.5K

Event2026-06-30

Filed2026-07-31

General Dynamics Corp

-1.68%

Shares5.1K

Event2026-06-30

Filed2026-07-31

S&P Global Inc

-2.39%

Shares4.1K

Event2026-06-30

Filed2026-07-31

Snowflake Inc

-2.45%

Shares6.4K

Event2026-06-30

Filed2026-07-31

DELL

Dell Technologies Inc

New

Shares3.3K

Event2026-06-30

Filed2026-07-31

MSFT

Microsoft Corp

-0.45%

Shares3.8K

Event2026-06-30

Filed2026-07-31

NYT

New York Times Co

7.60%

Shares19.7K

Event2026-06-30

Filed2026-07-31

Broadcom Inc

-0.87%

Shares3.6K

Event2026-06-30

Filed2026-07-31

LRCX

Lam Research Corp

-0.74%

Shares3.1K

Event2026-06-30

Filed2026-07-31

Constellation Energy Corp

3.86%

Shares5.2K

Event2026-06-30

Filed2026-07-31

DexCom Inc

-2.57%

Shares17.9K

Event2026-06-30

Filed2026-07-31

AXP

American Express Co

-0.14%

Shares3.5K

Event2026-06-30

Filed2026-07-31

GE Aerospace

-0.62%

Shares3.1K

Event2026-06-30

Filed2026-07-31

ExxonMobil Holdings Corp

New

Shares7.9K

Event2026-06-30

Filed2026-07-31

UBER

Uber Technologies Inc

22.74%

Shares13.3K

Event2026-06-30

Filed2026-07-31

TJX

TJX Companies

7.69%

Shares6.4K

Event2026-06-30

Filed2026-07-31

DASH

DoorDash Inc

-2.99%

Shares5.2K

Event2026-06-30

Filed2026-07-31

IWF

iShares Russell 1000 Grw ETF

253.42%

Shares7.4K

Event2026-06-30

Filed2026-07-31

Bank of New York Mellon Corp

-0.63%

Shares6.1K

Event2026-06-30

Filed2026-07-31

WMT

Walmart Inc

-0.36%

Shares7.8K

Event2026-06-30

Filed2026-07-31

JNJ

Johnson & Johnson

3.41%

Shares3.1K

Event2026-06-30

Filed2026-07-31

Mastercard Inc

-0.33%

Shares1.5K

Event2026-06-30

Filed2026-07-31

MRVL

Marvell Technology Inc

0.17%

Shares2.4K

Event2026-06-30

Filed2026-07-31

Parker-Hannifin Corp

-1.16%

Shares683

Event2026-06-30

Filed2026-07-31

HWM

Howmet Aerospace Inc

-0.73%

Shares2.4K

Event2026-06-30

Filed2026-07-31

TSM

Taiwan Semiconductor Manufactu

1.44%

Shares1.3K

Event2026-06-30

Filed2026-07-31

IEI

iShares 3-7 Yr Treasury Bond E

1.75%

Shares5.3K

Event2026-06-30

Filed2026-07-31

TXN

Texas Instruments Inc

0.19%

Shares2.1K

Event2026-06-30

Filed2026-07-31

SPHQ

Invesco S&P 500 Quality ETF

33.72%

Shares6.7K

Event2026-06-30

Filed2026-07-31

STT

State Street Corporation

-0.38%

Shares3.4K

Event2026-06-30

Filed2026-07-31

AMGN

Amgen Inc

-19.68%

Shares1.6K

Event2026-06-30

Filed2026-07-31

DUK

Duke Energy Corp

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-31

GLW

Corning Inc

-25.48%

Shares2.1K

Event2026-06-30

Filed2026-07-31

NDAQ

Nasdaq Inc

3.82%

Shares6.5K

Event2026-06-30

Filed2026-07-31

ECL

Ecolab Inc

-3.71%

Shares1.8K

Event2026-06-30

Filed2026-07-31

IBM

International Business Machine

0.22%

Shares1.8K

Event2026-06-30

Filed2026-07-31

The Southern Company

0.35%

Shares5.2K

Event2026-06-30

Filed2026-07-31

EFA

iShares MSCI EAFE ETF

0.82%

Shares4.6K

Event2026-06-30

Filed2026-07-31

FLOT

IShares Floating Rate Bond ETF

2.17%

Shares9.4K

Event2026-06-30

Filed2026-07-31

ATO

Atmos Energy Corp

-0.04%

Shares2.8K

Event2026-06-30

Filed2026-07-31

DMBS

Doubleline ETF Trust-Mortgage

2.35%

Shares9.7K

Event2026-06-30

Filed2026-07-31

BSV

Vanguard Short-Term Bd ETF

-0.16%

Shares6.1K

Event2026-06-30

Filed2026-07-31

MCK

McKesson Corp

-0.64%

Shares625

Event2026-06-30

Filed2026-07-31

BBBS

Bondbloxx 1-5 Year Corporate B

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-31

TMO

Thermo Fisher Scientific

-0.32%

Shares928

Event2026-06-30

Filed2026-07-31

VCIT

Vanguard Interm-Tm Corp Bd Idx

2.39%

Shares5.5K

Event2026-06-30

Filed2026-07-31

IWM

iShares Russell 2000 Index ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-31

XHLF

Bondbloxx Bloomberg Six Mth Ta

-0.06%

Shares8.3K

Event2026-06-30

Filed2026-07-31

RJF

Raymond James Financial Inc

-0.04%

Shares2.7K

Event2026-06-30

Filed2026-07-31

DHR

Danaher Corp

-0.38%

Shares2.1K

Event2026-06-30

Filed2026-07-31

PGX

Invesco Preferred ETF

-0.05%

Shares36.8K

Event2026-06-30

Filed2026-07-31

Cisco Systems Inc

-19.01%

Shares3.4K

Event2026-06-30

Filed2026-07-31

Netflix Inc

0.15%

Shares5.3K

Event2026-06-30

Filed2026-07-31

CAT

Caterpillar Inc

-29.03%

Shares330

Event2026-06-30

Filed2026-07-31

iShares Core S&P 500

-2.11%

Shares464

Event2026-06-30

Filed2026-07-31

Verizon Communications Inc

0.20%

Shares8.1K

Event2026-06-30

Filed2026-07-31

HOOD

Robinhood Markets

New

Shares3.3K

Event2026-06-30

Filed2026-07-31

NUE

Nucor Corp

-35.81%

Shares1.5K

Event2026-06-30

Filed2026-07-31

USB

US Bancorp

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-31

International Paper Co

33.84%

Shares8.3K

Event2026-06-30

Filed2026-07-31

NSC

Norfolk Southern Corp

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-31

RTX Corporation

New

Shares1.6K

Event2026-06-30

Filed2026-07-31

Morgan Stanley

-32.09%

Shares1.5K

Event2026-06-30

Filed2026-07-31

SCHD

Schwab US Dividend Equity ETF

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-31

EMR

Emerson Elec Co

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-31

UNP

Union Pacific Corp

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-31

MAR

Marriott International

-30.81%

Shares730

Event2026-06-30

Filed2026-07-31

The Procter & Gamble Co

0.33%

Shares1.8K

Event2026-06-30

Filed2026-07-31

Accenture plc

New

Shares2.1K

Event2026-06-30

Filed2026-07-31

APD

Air Prods & Chems Inc

0.00%

Shares895

Event2026-06-30

Filed2026-07-31

ITW

Illinois Tool Wks Inc

0.32%

Shares947

Event2026-06-30

Filed2026-07-31

Waste Management Inc

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-31

Home Depot Inc

0.00%

Shares720

Event2026-06-30

Filed2026-07-31

BDX

Becton Dickinson & Co

23.44%

Shares1.6K

Event2026-06-30

Filed2026-07-31

ABT

Abbott Labs

24.02%

Shares2.6K

Event2026-06-30

Filed2026-07-31

AMT

American Twr Corp-REIT

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-31

SYK

Stryker Corp

-41.53%

Shares742

Event2026-06-30

Filed2026-07-31

DIS

The Walt Disney Co

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-31

Ameriprise Financial Inc

0.21%

Shares483

Event2026-06-30

Filed2026-07-31

NTAP

NetApp Inc

New

Shares1.4K

Event2026-06-30

Filed2026-07-31

CSX

CSX Corp

New

Shares4.4K

Event2026-06-30

Filed2026-07-31

ENB

Enbridge Inc

1.31%

Shares3.8K

Event2026-06-30

Filed2026-07-31

PSX

Phillips 66

0.59%

Shares1.2K

Event2026-06-30

Filed2026-07-31

BAC

Bank of America Corp

New

Shares3.5K

Event2026-06-30

Filed2026-07-31

KIM

Kimco Realty Corp

New

Shares7.9K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available