StockDriftsStockDriftsTop 50 Argus Investors' Counsel INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corp | 4.93% | 27.8K | $6.3M | -0.01%(-4) | $21.69(+901.01%) | 2026-09-30 | |
| AMAT | Applied Materials Inc | 4.14% | 10.4K | $5.3M | -1.19%(-125) | $166.07(+148.76%) | 2026-09-30 | |
| GOOGL | Alphabet Inc | 4.12% | 15.4K | $5.3M | +0.26%(+40) | $68.08(+405.53%) | 2026-09-30 | |
| AAPL | Apple Inc | 4.1% | 15.8K | $5.3M | +0.04%(+6) | $52.67(+551.09%) | 2026-09-30 | |
| ADI | Analog Devices Inc | 3.67% | 11.9K | $4.7M | -0.19%(-23) | $148.79(+165.03%) | 2026-09-30 | |
| PWR | Quanta Services Inc | 3.62% | 7.3K | $4.7M | -2.55%(-190) | $174.53(+254.34%) | 2026-09-30 | |
| LLY | Eli Lilly and Company | 3.61% | 4.0K | $4.6M | +0.60%(+24) | $305.55(+305.94%) | 2026-09-30 | |
| JPM | JPMorgan Chase & Co | 3.46% | 13.5K | $4.5M | -0.11%(-15) | $117.18(+184.63%) | 2026-09-30 | |
| META | Meta Platforms Inc | 3.25% | 5.8K | $4.2M | -0.93%(-54) | $274.02(+157.44%) | 2026-09-30 | |
| COST | Costco Wholesale Corp | 3.01% | 4.3K | $3.9M | +0.19%(+8) | $124.11(+702.15%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.24% | +87.19% | +14.08% | +93.18% |
| Top 20 Holdings Unweighted | +22.22% | +82.56% | +13.09% | +84.96% |
Argus Investors' Counsel INC reports $128.64M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.9%), AMAT (4.1%) and GOOGL (4.1%). The top 20 holdings account for 58.93% of reported assets. Its disclosed equity book has returned +87.19% on a three-year cumulative basis. Figures reflect the Q3 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