StockDriftsStockDriftsTop 50 Argus Investors' Counsel INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | Applied Materials Inc | 5.86% | 10.5K | $7.6M | -2.86%(-310) | $166.07(+220.24%) | 2026-06-30 | |
| NVDA | Nvidia Corp | 4.28% | 27.8K | $5.6M | -2.37%(-675) | $21.69(+942.39%) | 2026-06-30 | |
| GOOGL | Alphabet Inc | 4.23% | 15.4K | $5.5M | -3.43%(-545) | $67.35(+411.85%) | 2026-06-30 | |
| PWR | Quanta Services Inc | 4.13% | 7.4K | $5.4M | -4.04%(-313) | $174.53(+300.03%) | 2026-06-30 | |
| LLY | Eli Lilly and Company | 3.68% | 4.0K | $4.8M | -1.87%(-76) | $309.56(+280.98%) | 2026-06-30 | |
| ADI | Analog Devices Inc | 3.65% | 11.9K | $4.7M | -2.91%(-358) | $149.48(+162.90%) | 2026-06-30 | |
| AAPL | Apple Inc | 3.52% | 15.8K | $4.6M | -3.48%(-570) | $52.57(+480.86%) | 2026-06-30 | |
| JPM | JPMorgan Chase & Co | 3.4% | 13.5K | $4.4M | -2.51%(-347) | $116.05(+214.28%) | 2026-06-30 | |
| COST | Costco Wholesale Corp | 3.06% | 4.2K | $4.0M | -2.28%(-99) | $122.60(+678.00%) | 2026-06-30 | |
| TT | Trane Technologies plc | 2.88% | 7.6K | $3.7M | -2.52%(-197) | $263.79(+81.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.07% | +90.97% | +14.51% | +96.89% |
| Top 20 Holdings Unweighted | +21.72% | +80.32% | +13.03% | +84.50% |
Argus Investors' Counsel INC reports $129.87M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (5.9%), NVDA (4.3%) and GOOGL (4.2%). The top 20 holdings account for 58.69% of reported assets. Its disclosed equity book has returned +90.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Argus Investors' Counsel INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 7195). View Argus Investors' Counsel INC’s 13F filings on SEC