ARGUS INVESTORS' COUNSEL, INC.

PrivateCIK: 7195

Location

NEW YORK, NY

102

Positions

$112.48M

Total AUM (reported)

626.57K

Total Shares

Allocation by class

COM$112.48M100.0%

Portfolio Concentration

Top 3$13.87M12.3%

4–10$27.25M24.2%

11–25$32.10M28.5%

Rest$39.27M34.9%

Top 3 weight

12.3%

Top 10 weight

36.6%

Voting Authority Distribution

Total shares with voting rights: 626.57K

Sole

Full voting authority

89.49K

% of voting shares14.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

537.08K

% of voting shares85.7%

Investment Discretion (by position count)

Sole102

Shared0

Other0

Dominant voting typeNone · 85.7% of voting shares

Institutional Holdings102

Rows:

Nvidia Corp

SOLE

COM

Shares28.47K

TypeSH

Market value$4.97M

4.42%

Sole

3.49K

Shared

0.00

None

24.98K

Alphabet Inc

SOLE

COM

Shares15.90K

TypeSH

Market value$4.57M

4.07%

Sole

1.49K

Shared

0.00

None

14.41K

Costco Wholesale Corp

SOLE

COM

Shares4.34K

TypeSH

Market value$4.33M

3.85%

Sole

329.00

Shared

0.00

None

4.01K

Quanta Services Inc

SOLE

COM

Shares7.76K

TypeSH

Market value$4.26M

3.79%

Sole

824.00

Shared

0.00

None

6.93K

Apple Inc

SOLE

COM

Shares16.38K

TypeSH

Market value$4.16M

3.70%

Sole

1.86K

Shared

0.00

None

14.53K

JPMorgan Chase & Co

SOLE

COM

Shares13.82K

TypeSH

Market value$4.07M

3.62%

Sole

1.45K

Shared

0.00

None

12.37K

Analog Devices Inc

SOLE

COM

Shares12.29K

TypeSH

Market value$3.91M

3.48%

Sole

731.00

Shared

0.00

None

11.56K

Eli Lilly and Company

SOLE

COM

Shares4.06K

TypeSH

Market value$3.74M

3.32%

Sole

417.00

Shared

0.00

None

3.65K

Applied Materials Inc

SOLE

COM

Shares10.84K

TypeSH

Market value$3.70M

3.29%

Sole

928.00

Shared

0.00

None

9.91K

Meta Platforms Inc

SOLE

COM

Shares5.97K

TypeSH

Market value$3.41M

3.04%

Sole

472.00

Shared

0.00

None

5.50K

Trane Technologies plc

SOLE

COM

Shares7.82K

TypeSH

Market value$3.26M

2.90%

Sole

151.00

Shared

0.00

None

7.66K

Schwab Charles Corp

SOLE

COM

Shares27.91K

TypeSH

Market value$2.62M

2.33%

Sole

2.69K

Shared

0.00

None

25.21K

Amazon.com Inc

SOLE

COM

Shares12.09K

TypeSH

Market value$2.52M

2.24%

Sole

1.85K

Shared

0.00

None

10.24K

Visa Inc

SOLE

COM

Shares8.05K

TypeSH

Market value$2.43M

2.16%

Sole

724.00

Shared

0.00

None

7.33K

Wells Fargo & Company

SOLE

COM

Shares30.36K

TypeSH

Market value$2.42M

2.15%

Sole

67.00

Shared

0.00

None

30.29K

United Rentals Inc

SOLE

COM

Shares3.29K

TypeSH

Market value$2.40M

2.13%

Sole

394.00

Shared

0.00

None

2.90K

BlackRock Inc

SOLE

COM

Shares2.45K

TypeSH

Market value$2.36M

2.09%

Sole

295.00

Shared

0.00

None

2.15K

Oracle Corp

SOLE

COM

Shares14.99K

TypeSH

Market value$2.21M

1.96%

Sole

1.53K

Shared

0.00

None

13.46K

Targa Resources Corp

SOLE

COM

Shares8.38K

TypeSH

Market value$2.10M

1.87%

Sole

528.00

Shared

0.00

None

7.85K

S&P Global Inc

SOLE

COM

Shares4.22K

TypeSH

Market value$1.80M

1.60%

Sole

687.00

Shared

0.00

None

3.54K

General Dynamics Corp

SOLE

COM

Shares5.19K

TypeSH

Market value$1.78M

1.58%

Sole

945.00

Shared

0.00

None

4.25K

Arista Networks Inc

SOLE

COM

Shares13.46K

TypeSH

Market value$1.65M

1.47%

Sole

1.97K

Shared

0.00

None

11.49K

Boston Scientific Corp

SOLE

COM

Shares25.71K

TypeSH

Market value$1.61M

1.43%

Sole

3.09K

Shared

0.00

None

22.62K

New York Times Co

SOLE

COM

Shares18.33K

TypeSH

Market value$1.53M

1.36%

Sole

127.00

Shared

0.00

None

18.20K

Constellation Energy Corp

SOLE

COM

Shares5.05K

TypeSH

Market value$1.41M

1.25%

Sole

775.00

Shared

0.00

None

4.28K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Nvidia CorpSOLE	COM	28.47K	SH	$4.97M 4.42%	3.49K	24.98K
Alphabet IncSOLE	COM	15.90K	SH	$4.57M 4.07%	1.49K	14.41K
Costco Wholesale CorpSOLE	COM	4.34K	SH	$4.33M 3.85%	329.00	4.01K
Quanta Services IncSOLE	COM	7.76K	SH	$4.26M 3.79%	824.00	6.93K
Apple IncSOLE	COM	16.38K	SH	$4.16M 3.70%	1.86K	14.53K
JPMorgan Chase & CoSOLE	COM	13.82K	SH	$4.07M 3.62%	1.45K	12.37K
Analog Devices IncSOLE	COM	12.29K	SH	$3.91M 3.48%	731.00	11.56K
Eli Lilly and CompanySOLE	COM	4.06K	SH	$3.74M 3.32%	417.00	3.65K
Applied Materials IncSOLE	COM	10.84K	SH	$3.70M 3.29%	928.00	9.91K
Meta Platforms IncSOLE	COM	5.97K	SH	$3.41M 3.04%	472.00	5.50K
Trane Technologies plcSOLE	COM	7.82K	SH	$3.26M 2.90%	151.00	7.66K
Schwab Charles CorpSOLE	COM	27.91K	SH	$2.62M 2.33%	2.69K	25.21K
Amazon.com IncSOLE	COM	12.09K	SH	$2.52M 2.24%	1.85K	10.24K
Visa IncSOLE	COM	8.05K	SH	$2.43M 2.16%	724.00	7.33K
Wells Fargo & CompanySOLE	COM	30.36K	SH	$2.42M 2.15%	67.00	30.29K
United Rentals IncSOLE	COM	3.29K	SH	$2.40M 2.13%	394.00	2.90K
BlackRock IncSOLE	COM	2.45K	SH	$2.36M 2.09%	295.00	2.15K
Oracle CorpSOLE	COM	14.99K	SH	$2.21M 1.96%	1.53K	13.46K
Targa Resources CorpSOLE	COM	8.38K	SH	$2.10M 1.87%	528.00	7.85K
S&P Global IncSOLE	COM	4.22K	SH	$1.80M 1.60%	687.00	3.54K
General Dynamics CorpSOLE	COM	5.19K	SH	$1.78M 1.58%	945.00	4.25K
Arista Networks IncSOLE	COM	13.46K	SH	$1.65M 1.47%	1.97K	11.49K
Boston Scientific CorpSOLE	COM	25.71K	SH	$1.61M 1.43%	3.09K	22.62K
New York Times CoSOLE	COM	18.33K	SH	$1.53M 1.36%	127.00	18.20K
Constellation Energy CorpSOLE	COM	5.05K	SH	$1.41M 1.25%	775.00	4.28K

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