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

Currently, ARGUS INVESTORS' COUNSEL, INC. holds 102 types of securities in its portfolio with a total value $112.5M. In the most recent quarter, they have increased their positions in NYT (+18.3K shares, valued at $1.5M), N/A (+4.3K shares, valued at $1.5M), DXCM (+18.3K shares, valued at $1.2M); decreased their positions in ADBE (-2.8K shares, valued at $669.2K), N/A (-2.1K shares, valued at $591.5K), TRGP (-2.0K shares, valued at $509.5K); initiated new positions in NYT (+18.3K shares, valued at $1.5M), DXCM (+18.3K shares, valued at $1.2M), SNOW (+6.6K shares, valued at $996.9K).

1M P&L

+586.7K+0.49%

3M P&L

+5.3M+4.60%

HY P&L

+13.0M+12.17%

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

1Semiconductors9.7M

10.0%

2Banks - Diversified7.2M

7.4%

3N/A6.4M

6.6%

Top Industries by Stock Count

1N/A14 stocks

15.2%

2Medical Devices4 stocks

4.3%

3Semiconductors4 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA Nvidia Corp28.5K shares-6.40%2026-03-312026-04-28

Alphabet Inc Alphabet Inc15.9K shares-11.45%2026-03-312026-04-28

COST Costco Wholesale Corp4.3K shares-5.46%2026-03-312026-04-28

PWR Quanta Services Inc7.8K shares-7.17%2026-03-312026-04-28

AAPL Apple Inc16.4K shares-6.89%2026-03-312026-04-28

JPM JPMorgan Chase & Co13.8K shares1.71%2026-03-312026-04-28

ADI Analog Devices Inc12.3K shares-3.56%2026-03-312026-04-28

LLY Eli Lilly and Company4.1K shares-0.20%2026-03-312026-04-28

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AMAT Applied Materials Inc10.8K shares-4.60%2026-03-312026-04-28

META Meta Platforms Inc6.0K shares-5.32%2026-03-312026-04-28

TT Trane Technologies plc7.8K shares-7.59%2026-03-312026-04-28

SCHW Schwab Charles Corp27.9K shares-2.88%2026-03-312026-04-28

AMZN Amazon.com Inc12.1K shares-3.84%2026-03-312026-04-28

V Visa Inc8.1K shares-2.96%2026-03-312026-04-28

WFC Wells Fargo & Company30.4K shares-3.38%2026-03-312026-04-28

URI United Rentals Inc3.3K shares-1.97%2026-03-312026-04-28

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BlackRock Inc BlackRock Inc2.4K shares-2.59%2026-03-312026-04-28

ORCL Oracle Corp15.0K shares-6.25%2026-03-312026-04-28

TRGP Targa Resources Corp8.4K shares-19.53%2026-03-312026-04-28

SPGI S&P Global Inc4.2K shares14.90%2026-03-312026-04-28

General Dynamics Corp General Dynamics Corp5.2K shares510.22%2026-03-312026-04-28

Arista Networks Inc Arista Networks Inc13.5K shares-6.00%2026-03-312026-04-28

BSX Boston Scientific Corp25.7K shares-3.96%2026-03-312026-04-28

NYT New York Times Co18.3K sharesnew addition2026-03-312026-04-28

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Constellation Energy Corp Constellation Energy Corp5.1K shares129.68%2026-03-312026-04-28

MSFT Microsoft Corp3.8K shares-8.26%2026-03-312026-04-28

XOM Exxon Mobil Corp8.0K shares-1.93%2026-03-312026-04-28

DXCM DexCom Inc18.3K sharesnew addition2026-03-312026-04-28

Broadcom Inc Broadcom Inc3.7K shares-7.73%2026-03-312026-04-28

AXP American Express Co3.5K shares-10.40%2026-03-312026-04-28

PANW Palo Alto Networks6.4K shares-0.51%2026-03-312026-04-28

KLAC KLA Corp684 shares-10.47%2026-03-312026-04-28

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SNOW Snowflake Inc6.6K sharesnew addition2026-03-312026-04-28

WMT Walmart Inc7.8K shares-18.54%2026-03-312026-04-28

TJX TJX Companies5.9K shares-10.14%2026-03-312026-04-28

IWF iShares Russell 1000 Grw ETF2.1K shares-20.37%2026-03-312026-04-28

GE Aerospace GE Aerospace3.1K shares-5.57%2026-03-312026-04-28

DASH DoorDash Inc5.3K shares-15.96%2026-03-312026-04-28

UBER Uber Technologies Inc10.9K shares-1.96%2026-03-312026-04-28

MA Mastercard Inc CL A1.5K shares-11.27%2026-03-312026-04-28

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JNJ Johnson & Johnson3.0K shares48.11%2026-03-312026-04-28

BK Bank of New York Mellon Corp6.2K shares-10.87%2026-03-312026-04-28

AMGN Amgen Inc2.0K shares46.25%2026-03-312026-04-28

Lam Research Corp Lam Research Corp3.1K sharesnew addition2026-03-312026-04-28

IEI iShares 3-7 Yr Treasury Bond E5.2K shares-14.08%2026-03-312026-04-28

PH Parker-Hannifin Corp691 shares-10.03%2026-03-312026-04-28

Duke Energy Corp Duke Energy Corp4.4K shares0.00%2026-03-312026-04-28

HWM Howmet Aerospace Inc2.5K shares-9.61%2026-03-312026-04-28

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MCK McKesson Corp629 shares-8.44%2026-03-312026-04-28

NDAQ Nasdaq Inc6.3K shares-9.50%2026-03-312026-04-28

ATO Atmos Energy Corp2.8K sharesnew addition2026-03-312026-04-28

NFLX Netflix Inc5.3K shares-32.70%2026-03-312026-04-28

SO The Southern Company5.2K shares79.41%2026-03-312026-04-28

ECL Ecolab Inc1.9K shares-9.85%2026-03-312026-04-28

BSV Vanguard Short-Term Bd ETF6.1K shares-19.58%2026-03-312026-04-28

FLOT IShares Floating Rate Bond ETF9.2K shares-19.80%2026-03-312026-04-28

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DMBS Doubleline ETF Trust-Mortgage9.5K shares80.31%2026-03-312026-04-28

BBBS Bondbloxx 1-5 Year Corporate B9.1K sharesnew addition2026-03-312026-04-28

TMO Thermo Fisher Scientific931 shares-7.73%2026-03-312026-04-28

EFA iShares MSCI EAFE ETF4.6K shares-25.73%2026-03-312026-04-28

VCIT Vanguard Interm-Tm Corp Bd Idx5.4K shares-20.63%2026-03-312026-04-28

TSM Taiwan Semiconductor Manufactu1.3K shares-35.40%2026-03-312026-04-28

STT State Street Corporation3.5K sharesnew addition2026-03-312026-04-28

IBM International Business Machine1.8K shares-10.37%2026-03-312026-04-28

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XHLF Bondbloxx Bloomberg Six Mth Ta8.3K shares-21.94%2026-03-312026-04-28

SYK Stryker Corp1.3K shares-54.74%2026-03-312026-04-28

TXN Texas Instruments Inc2.1K shares-7.97%2026-03-312026-04-28

VZ Verizon Communications Inc8.0K shares0.00%2026-03-312026-04-28

PGX Invesco Preferred ETF36.9K shares-20.37%2026-03-312026-04-28

DHR Danaher Corp2.1K sharesnew addition2026-03-312026-04-28

RJF Raymond James Financial Inc2.7K shares-9.53%2026-03-312026-04-28

NUE Nucor Corp2.3K shares0.00%2026-03-312026-04-28

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GLW Corning Inc2.8K shares-31.08%2026-03-312026-04-28

SPHQ Invesco S&P 500 Quality ETF5.0K shares-25.78%2026-03-312026-04-28

IWM iShares Russell 2000 Index ETF1.4K shares-29.24%2026-03-312026-04-28

MS Morgan Stanley2.1K shares0.00%2026-03-312026-04-28

MAR Marriott International1.1K shares0.00%2026-03-312026-04-28

CAT Caterpillar Inc465 shares-21.85%2026-03-312026-04-28

CSCO Cisco Systems Inc4.2K shares0.00%2026-03-312026-04-28

IVV iShares Core S&P 500474 shares-2.27%2026-03-312026-04-28

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NSC Norfolk Southern Corp1.0K shares0.00%2026-03-312026-04-28

SCHD Schwab US Dividend Equity ETF9.1K shares-35.75%2026-03-312026-04-28

USB US Bancorp5.2K shares0.00%2026-03-312026-04-28

EMR Emerson Elec Co2.0K shares0.00%2026-03-312026-04-28

WM Waste Management Inc1.1K shares0.00%2026-03-312026-04-28

PG The Procter & Gamble Co1.8K shares-33.21%2026-03-312026-04-28

APD Air Prods & Chems Inc895 shares0.00%2026-03-312026-04-28

UNP Union Pacific Corp1.1K shares0.00%2026-03-312026-04-28

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AMT American Twr Corp-REIT1.4K shares0.00%2026-03-312026-04-28

ITW Illinois Tool Wks Inc944 shares0.00%2026-03-312026-04-28

HD Home Depot Inc720 shares0.00%2026-03-312026-04-28

Marvell Technology Inc Marvell Technology Inc2.4K shares-20.40%2026-03-312026-04-28

DIS The Walt Disney Co2.4K shares0.00%2026-03-312026-04-28

ZTS Zoetis Inc1.9K sharesnew addition2026-03-312026-04-28

IP International Paper Co6.2K shares0.00%2026-03-312026-04-28

PSX Phillips 661.2K sharesnew addition2026-03-312026-04-28

Sponsored

ABT Abbott Labs2.1K shares0.00%2026-03-312026-04-28

AMP Ameriprise Financial Inc482 shares-20.20%2026-03-312026-04-28

ADBE Adobe Inc870 shares-75.99%2026-03-312026-04-28

SHEL Shell PLC2.2K shares-18.97%2026-03-312026-04-28

ENB Enbridge Inc3.7K sharesnew addition2026-03-312026-04-28

BDX Becton Dickinson & Co1.3K shares0.00%2026-03-312026-04-28

NVDA

Nvidia Corp

-6.40%

Shares28.5K

Event2026-03-31

Filed2026-04-28

Alphabet Inc

-11.45%

Shares15.9K

Event2026-03-31

Filed2026-04-28

COST

Costco Wholesale Corp

-5.46%

Shares4.3K

Event2026-03-31

Filed2026-04-28

PWR

Quanta Services Inc

-7.17%

Shares7.8K

Event2026-03-31

Filed2026-04-28

AAPL

Apple Inc

-6.89%

Shares16.4K

Event2026-03-31

Filed2026-04-28

JPM

JPMorgan Chase & Co

1.71%

Shares13.8K

Event2026-03-31

Filed2026-04-28

ADI

Analog Devices Inc

-3.56%

Shares12.3K

Event2026-03-31

Filed2026-04-28

LLY

Eli Lilly and Company

-0.20%

Shares4.1K

Event2026-03-31

Filed2026-04-28

AMAT

Applied Materials Inc

-4.60%

Shares10.8K

Event2026-03-31

Filed2026-04-28