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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 8 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XYL XYLEM INC Industrials 2,362.0 $279K 0.18% NEW $118.21 -3.6%
142 IAU ISHARES GOLD TR Financial Services 3,627.0 $274K 0.17% NEW $75.51 +8.2%
143 CPER UNITED STS COMMODITY INDEX F Financial Services 7,088.0 $267K 0.17% NEW $37.73 +3.8%
144 CFR CULLEN FROST BANKERS INC Financial Services 1,730.0 $267K 0.17% NEW $154.52 +8.3%
145 DES WISDOMTREE TR 6,487.0 $264K 0.17% NEW $40.68 +1.1%
146 XOP SPDR SERIES TRUST 1,703.0 $263K 0.17% NEW $154.21 +20.2%
147 XLP SELECT SECTOR SPDR TR 3,150.0 $262K 0.17% NEW $83.07 +3.0%
148 NUSC NUSHARES ETF TR 5,004.0 $261K 0.16% NEW $52.12 +0.4%
149 NULV NUSHARES ETF TR 5,164.0 $258K 0.16% NEW $49.99 +6.4%
150 SGOV ISHARES TR 2,545.0 $256K 0.16% NEW $100.67 -0.1%
151 RPM RPM INTL INC Basic Materials 2,264.0 $252K 0.16% NEW $111.15 -0.5%
152 FCAL FIRST TR EXCH TRADED FD III 5,051.0 $251K 0.16% NEW $49.65 -2.1%
153 VUG VANGUARD INDEX FDS 2,910.0 $251K 0.16% NEW $86.14 +2.0%
154 IVOV VANGUARD ADMIRAL FDS INC 2,173.0 $248K 0.16% NEW $114.07 +1.1%
155 SPG SIMON PPTY GROUP INC NEW Real Estate 1,107.0 $248K 0.16% NEW $223.65 -1.4%
156 IYH ISHARES TR 3,653.0 $245K 0.15% NEW $67.00 +7.0%
157 KMI KINDER MORGAN INC DEL Energy 7,649.0 $245K 0.15% NEW $31.97 +2.8%
158 XLV SELECT SECTOR SPDR TR 1,514.0 $240K 0.15% NEW $158.64 +7.0%
159 CLX CLOROX CO DEL Consumer Defensive 2,511.0 $240K 0.15% NEW $95.45 +10.6%
160 ESGV VANGUARD WORLD FD 1,799.0 $238K 0.15% NEW $132.24 +2.5%
Page 8 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%