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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 7 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ADBE ADOBE INC Technology 1,662.0 $341K 0.21% NEW $205.02 +28.3%
122 PEP PEPSICO INC Consumer Defensive 2,426.0 $328K 0.21% NEW $135.40 +3.5%
123 XTWY BONDBLOXX ETF TRUST 8,721.0 $327K 0.21% NEW $37.53 -7.1%
124 WM WASTE MGMT INC DEL Industrials 1,463.0 $326K 0.20% NEW $222.88 +0.3%
125 ITOT ISHARES TR 1,983.0 $326K 0.20% NEW $164.27 +2.5%
126 PFE PFIZER INC Healthcare 13,411.0 $323K 0.20% NEW $24.08 +13.2%
127 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,409.0 $316K 0.20% NEW $223.93 +20.3%
128 GPIX GOLDMAN SACHS ETF TR 5,666.0 $315K 0.20% NEW $55.57 +1.0%
129 PTY PIMCO CORPORATE & INCOME OPP Financial Services 26,150.0 $315K 0.20% NEW $12.03 -3.0%
130 TSLA TESLA INC Consumer Cyclical 745.0 $314K 0.20% NEW $420.82 -19.9%
131 SNPS SYNOPSYS INC Technology 687.0 $306K 0.19% NEW $446.07 -9.3%
132 JUST GOLDMAN SACHS ETF TR 2,842.0 $303K 0.19% NEW $106.70 +3.7%
133 DG DOLLAR GEN CORP Consumer Defensive 2,628.0 $303K 0.19% NEW $115.11 +5.0%
134 EIX EDISON INTL Utilities 4,045.0 $301K 0.19% NEW $74.45 -1.0%
135 MU MICRON TECHNOLOGY INC Technology 256.0 $295K 0.19% NEW $1154.29 -18.5%
136 XTEN BONDBLOXX ETF TRUST 6,345.0 $289K 0.18% NEW $45.58 -3.0%
137 CL COLGATE PALMOLIVE CO Consumer Defensive 3,131.0 $287K 0.18% NEW $91.68 -0.2%
138 HD HOME DEPOT INC Consumer Cyclical 802.0 $283K 0.18% NEW $352.59 -4.3%
139 CIBR FIRST TR EXCHANGE-TRADED FD 3,128.0 $281K 0.18% NEW $89.85 +8.4%
140 ORCL ORACLE CORP Technology 1,908.0 $280K 0.18% NEW $146.52 -2.5%
Page 7 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%