Filed: 10/28/2025ACC: 0000007195-25-000006
📋 What this filing means
ARGUS INVESTORS' COUNSEL, INC. filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $125.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$125.76M
Total AUM (reported)
669.35K
Total Shares
Allocation by class
COM$125.76M100.0%
Portfolio Concentration
Top 3$14.37M11.4%
4–10$27.12M21.6%
11–25$38.26M30.4%
Rest$46.01M36.6%
Top 3 weight
11.4%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 669.35K
Sole
Full voting authority
88.75K
shares
% of voting shares13.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
580.59K
shares
% of voting shares86.7%
Investment Discretion (by position count)
Sole110
Shared0
Other0
Dominant voting typeNone · 86.7% of voting shares
Institutional Holdings110
Rows:
Nvidia Corp
SOLEShares27.94K
TypeSH
Market value$5.21M
4.14%
Sole
3.74K
Shared
0.00
None
24.20K
Meta Platforms Inc
SOLEShares6.32K
TypeSH
Market value$4.64M
3.69%
Sole
482.00
Shared
0.00
None
5.84K
Oracle Corp
SOLEShares16.05K
TypeSH
Market value$4.51M
3.59%
Sole
1.85K
Shared
0.00
None
14.20K
Apple Inc
SOLEShares17.45K
TypeSH
Market value$4.44M
3.53%
Sole
2.14K
Shared
0.00
None
15.30K
JPMorgan Chase & Co
SOLEShares13.43K
TypeSH
Market value$4.24M
3.37%
Sole
659.00
Shared
0.00
None
12.77K
Costco Wholesale Corp
SOLEShares4.54K
TypeSH
Market value$4.21M
3.35%
Sole
335.00
Shared
0.00
None
4.21K
Alphabet Inc
SOLEShares16.49K
TypeSH
Market value$4.01M
3.19%
Sole
1.69K
Shared
0.00
None
14.80K
Trane Technologies plc
SOLEShares8.44K
TypeSH
Market value$3.56M
2.83%
Sole
151.00
Shared
0.00
None
8.29K
Quanta Services Inc
SOLEShares8.35K
TypeSH
Market value$3.46M
2.75%
Sole
1.05K
Shared
0.00
None
7.30K
United Rentals Inc
SOLEShares3.35K
TypeSH
Market value$3.20M
2.55%
Sole
403.00
Shared
0.00
None
2.95K
Axon Enterprise Inc
SOLEShares4.40K
TypeSH
Market value$3.16M
2.51%
Sole
424.00
Shared
0.00
None
3.98K
Analog Devices Inc
SOLEShares12.66K
TypeSH
Market value$3.11M
2.47%
Sole
725.00
Shared
0.00
None
11.94K
Eli Lilly and Company
SOLEShares4.01K
TypeSH
Market value$3.06M
2.43%
Sole
183.00
Shared
0.00
None
3.82K
BlackRock Inc
SOLEShares2.52K
TypeSH
Market value$2.93M
2.33%
Sole
301.00
Shared
0.00
None
2.21K
Visa Inc
SOLEShares8.31K
TypeSH
Market value$2.84M
2.26%
Sole
745.00
Shared
0.00
None
7.56K
Amazon.com Inc
SOLEShares12.63K
TypeSH
Market value$2.77M
2.20%
Sole
1.88K
Shared
0.00
None
10.75K
Schwab Charles Corp
SOLEShares28.74K
TypeSH
Market value$2.74M
2.18%
Sole
2.77K
Shared
0.00
None
25.96K
Wells Fargo & Company
SOLEShares31.33K
TypeSH
Market value$2.63M
2.09%
Sole
67.00
Shared
0.00
None
31.26K
Boston Scientific Corp
SOLEShares26.80K
TypeSH
Market value$2.62M
2.08%
Sole
3.29K
Shared
0.00
None
23.50K
S&P Global Inc
SOLEShares4.88K
TypeSH
Market value$2.37M
1.89%
Sole
419.00
Shared
0.00
None
4.46K
Targa Resources Corp
SOLEShares13.51K
TypeSH
Market value$2.26M
1.80%
Sole
2.07K
Shared
0.00
None
11.44K
Arista Networks Inc
SOLEShares14.31K
TypeSH
Market value$2.09M
1.66%
Sole
2.02K
Shared
0.00
None
12.30K
Microsoft Corp
SOLEShares4.02K
TypeSH
Market value$2.08M
1.66%
Sole
1.09K
Shared
0.00
None
2.93K
Applied Materials Inc
SOLEShares9.14K
TypeSH
Market value$1.87M
1.49%
Sole
951.00
Shared
0.00
None
8.19K
DoorDash Inc
SOLEShares6.37K
TypeSH
Market value$1.73M
1.38%
Sole
899.00
Shared
0.00
None
5.47K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia CorpSOLE | COM | 27.94K | SH | $5.21M 4.14% | 3.74K | 0.00 | 24.20K |
Meta Platforms IncSOLE | COM | 6.32K | SH | $4.64M 3.69% | 482.00 | 0.00 | 5.84K |
Oracle CorpSOLE | COM | 16.05K | SH | $4.51M 3.59% | 1.85K | 0.00 | 14.20K |
Apple IncSOLE | COM | 17.45K | SH | $4.44M 3.53% | 2.14K | 0.00 | 15.30K |
JPMorgan Chase & CoSOLE | COM | 13.43K | SH | $4.24M 3.37% | 659.00 | 0.00 | 12.77K |
Costco Wholesale CorpSOLE | COM | 4.54K | SH | $4.21M 3.35% | 335.00 | 0.00 | 4.21K |
Alphabet IncSOLE | COM | 16.49K | SH | $4.01M 3.19% | 1.69K | 0.00 | 14.80K |
Trane Technologies plcSOLE | COM | 8.44K | SH | $3.56M 2.83% | 151.00 | 0.00 | 8.29K |
Quanta Services IncSOLE | COM | 8.35K | SH | $3.46M 2.75% | 1.05K | 0.00 | 7.30K |
United Rentals IncSOLE | COM | 3.35K | SH | $3.20M 2.55% | 403.00 | 0.00 | 2.95K |
Axon Enterprise IncSOLE | COM | 4.40K | SH | $3.16M 2.51% | 424.00 | 0.00 | 3.98K |
Analog Devices IncSOLE | COM | 12.66K | SH | $3.11M 2.47% | 725.00 | 0.00 | 11.94K |
Eli Lilly and CompanySOLE | COM | 4.01K | SH | $3.06M 2.43% | 183.00 | 0.00 | 3.82K |
BlackRock IncSOLE | COM | 2.52K | SH | $2.93M 2.33% | 301.00 | 0.00 | 2.21K |
Visa IncSOLE | COM | 8.31K | SH | $2.84M 2.26% | 745.00 | 0.00 | 7.56K |
Amazon.com IncSOLE | COM | 12.63K | SH | $2.77M 2.20% | 1.88K | 0.00 | 10.75K |
Schwab Charles CorpSOLE | COM | 28.74K | SH | $2.74M 2.18% | 2.77K | 0.00 | 25.96K |
Wells Fargo & CompanySOLE | COM | 31.33K | SH | $2.63M 2.09% | 67.00 | 0.00 | 31.26K |
Boston Scientific CorpSOLE | COM | 26.80K | SH | $2.62M 2.08% | 3.29K | 0.00 | 23.50K |
S&P Global IncSOLE | COM | 4.88K | SH | $2.37M 1.89% | 419.00 | 0.00 | 4.46K |
Targa Resources CorpSOLE | COM | 13.51K | SH | $2.26M 1.80% | 2.07K | 0.00 | 11.44K |
Arista Networks IncSOLE | COM | 14.31K | SH | $2.09M 1.66% | 2.02K | 0.00 | 12.30K |
Microsoft CorpSOLE | COM | 4.02K | SH | $2.08M 1.66% | 1.09K | 0.00 | 2.93K |
Applied Materials IncSOLE | COM | 9.14K | SH | $1.87M 1.49% | 951.00 | 0.00 | 8.19K |
DoorDash IncSOLE | COM | 6.37K | SH | $1.73M 1.38% | 899.00 | 0.00 | 5.47K |
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