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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 9 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 T AT&T INC Communication Services 11,176.0 $231K 0.15% NEW $20.70 +21.2%
162 MUB ISHARES TR 2,078.0 $224K 0.14% NEW $107.62 -2.1%
163 SNDK SANDISK CORP Technology 98.0 $223K 0.14% NEW $2273.73 -27.9%
164 DXJ WISDOMTREE TR 1,277.0 $222K 0.14% NEW $173.52 +2.5%
165 QLTA ISHARES TR 4,653.0 $221K 0.14% NEW $47.52 -2.5%
166 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,006.0 $218K 0.14% NEW $216.32 -1.4%
167 ESGD ISHARES TR 2,107.0 $217K 0.14% NEW $102.81 +3.5%
168 QQQ INVESCO QQQ TR Financial Services 288.0 $212K 0.13% NEW $736.22 -2.3%
169 AXP AMERICAN EXPRESS CO Financial Services 625.0 $212K 0.13% NEW $338.52 -0.3%
170 ALC ALCON AG Healthcare 3,101.0 $208K 0.13% NEW $67.10 +10.8%
171 BIL SPDR SERIES TRUST 2,218.0 $203K 0.13% NEW $91.65 -0.1%
172 VGT VANGUARD WORLD FD 1,692.0 $202K 0.13% NEW $119.52 +0.3%
173 HIX WESTERN ASSET HIGH INCOM FD Financial Services 47,933.0 $190K 0.12% NEW $3.96 -0.4%
174 STWD STARWOOD PPTY TR INC Real Estate 10,500.0 $172K 0.11% NEW $16.38 -1.5%
175 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 16,157.0 $166K 0.10% NEW $10.30 -1.4%
176 PGP PIMCO GLOBAL STOCKPLUS INCOM Financial Services 13,985.0 $121K 0.08% NEW $8.62 +1.9%
177 GALT GALECTIN THERAPEUTICS INC Healthcare 13,375.0 $62K 0.04% NEW $4.64 -27.2%
Page 9 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%