StockDriftsStockDriftsTop 50 Argyle Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp | 3.22% | 26.8K | $9.9M | -1.11%(-300) | $34.37(+1036.04%) | 2026-03-31 | |
| LLY | Lilly Eli & Co | 3.22% | 10.8K | $9.9M | -2.80%(-310) | $35.87(+3284.00%) | 2026-03-31 | |
| MCK | McKesson Corp | 2.95% | 10.5K | $9.1M | -1.87%(-200) | $87.33(+800.37%) | 2026-03-31 | |
| JPM | JP Morgan Chase & Co | 2.81% | 29.4K | $8.7M | -0.42%(-125) | $64.68(+417.15%) | 2026-03-31 | |
| RTX | RTX Corporation | 2.59% | 41.3K | $8.0M | -0.48%(-198) | $43.41(+358.99%) | 2026-03-31 | |
| MRK | Merck & Co Inc | 2.46% | 62.8K | $7.6M | -1.10%(-700) | $54.00(+139.94%) | 2026-03-31 | |
| CAT | Caterpillar Inc Del | 2.38% | 10.4K | $7.3M | -7.54%(-845) | $85.94(+1021.23%) | 2026-03-31 | |
| PNC | PNC Finl Svcs Group Inc | 2.33% | 34.5K | $7.2M | +0.07%(+25) | $129.32(+92.92%) | 2026-03-31 | |
| AMGN | Amgen Inc | 2.21% | 19.4K | $6.8M | +0.00%(+0) | $63.99(+484.69%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 2.04% | 25.6K | $6.3M | -0.98%(-255) | $82.66(+218.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.06% | +44.53% |
| Top 20 Holdings Unweighted | +12.00% | +40.48% |
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