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Portfolio (Quarterly) Guide ↗

Argyle Capital Partners, LLC

· CIK 0002079995
13F Portfolio $159M AUM 285 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 177 New
Page 5 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VMBS VANGUARD SCOTTSDALE FDS 12,412.0 $581K 0.37% NEW $46.81 -1.4%
82 IWM ISHARES TR 1,869.0 $561K 0.35% NEW $300.38 -0.0%
83 PICK ISHARES INC 9,628.0 $560K 0.35% NEW $58.15 +6.4%
84 DFIV DIMENSIONAL ETF TRUST 10,194.0 $551K 0.35% NEW $54.02 +6.8%
85 IEI ISHARES TR 4,569.0 $537K 0.34% NEW $117.43 -0.7%
86 BAC BANK OF AMER CORP Financial Services 9,375.0 $534K 0.34% NEW $56.98 +12.7%
87 ITB ISHARES TR 5,102.0 $533K 0.34% NEW $104.47 -7.8%
88 INTC INTEL CORP Technology 3,713.0 $518K 0.33% NEW $139.61 -30.7%
89 VANGUARD CALIF TAX FREE FDS 5,000.0 $503K 0.32% NEW $100.60
90 CSCO CISCO SYS INC Technology 4,272.0 $502K 0.32% NEW $117.47 -5.0%
91 VZ VERIZON COMMUNICATIONS INC Communication Services 11,566.0 $490K 0.31% NEW $42.34 +14.6%
92 FNDX SCHWAB STRATEGIC TR 15,713.0 $489K 0.31% NEW $31.10 +4.3%
93 ABT ABBOTT LABORATORIES Healthcare 5,355.0 $486K 0.31% NEW $90.74 +24.2%
94 IGEB ISHARES TR 10,646.0 $480K 0.30% NEW $45.11 -2.2%
95 KO COCA COLA CO Consumer Defensive 5,895.0 $479K 0.30% NEW $81.27 +9.3%
96 AVGO BROADCOM INC Technology 1,258.0 $475K 0.30% NEW $377.75 +0.6%
97 PAA PLAINS ALL AMERN PIPELINE L Energy 21,000.0 $467K 0.29% NEW $22.26 +8.7%
98 DFSV DIMENSIONAL ETF TRUST 11,858.0 $460K 0.29% NEW $38.79 +3.9%
99 LEN LENNAR CORP Consumer Cyclical 5,082.0 $460K 0.29% NEW $90.49 -6.1%
100 PFF ISHARES TR 15,035.0 $458K 0.29% NEW $30.49 -0.1%
Page 5 of 9  ·  177 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.8%
Financial Services 16.8%
Energy 16.0%
Industrials 9.4%
Healthcare 8.6%
Communication Services 8.4%
Consumer Cyclical 6.9%
Consumer Defensive 4.3%
Basic Materials 2.1%
Utilities 1.2%