2026 Q1 Portfolio Activity
In 2026 Q1, ARGUS INVESTORS' COUNSEL, INC. maintained a portfolio of 116 distinct positions. The most significant new addition was New York Times Co, now representing 1.36% of the total fund value. They heavily accumulated shares in General Dynamics Corp, increasing the position by 510.2%. Conversely, ARGUS INVESTORS' COUNSEL, INC. completely exited their position in Axon Enterprise Inc.
Position History
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Total Positions
116
Quarter
2026 Q1
Top Holding
NVDA (4.4%)
Top 10 Concentration
36.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 116
ARGUS INVESTORS' COUNSEL, INC. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
Nvidia Corp
|
Technology | 4.42% | 4.53% |
#1
Prev: #1
|
4.3 |
—
|
-1,946 | -6.4% |
P
S
|
28,474 | $4,965,940 |
$47.33
+328.5%
|
2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | ||
|
GOOGL
Alphabet Inc
|
Communication Services | 4.07% | 4.49% |
#2
Prev: #2
|
3.6 |
—
|
-2,057 | -11.5% |
P
S
|
15,901 | $4,572,387 |
$100.95
+243.5%
|
2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | ||
|
COST
Costco Wholesal...
|
Consumer Defensive | 3.85% | 3.16% |
#3
4
Prev: #7
|
3.0 |
—
|
-251 | -5.5% |
P
S
|
4,343 | $4,327,378 |
$90.80
+936.2%
|
2008 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | ||
|
PWR
Quanta Services...
|
Industrials | 3.79% | 2.82% |
#4
4
Prev: #8
|
2.5 |
—
|
-599 | -7.2% |
P
S
|
7,756 | $4,258,092 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AAPL
Apple Inc
|
Technology | 3.70% | 3.82% |
#5
2
Prev: #3
|
2.5 |
—
|
-1,213 | -6.9% |
P
S
|
16,383 | $4,157,726 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 3.62% | 3.50% |
#6
2
Prev: #4
|
1.9 |
—
|
233 | 1.7% |
P
S
|
13,823 | $4,066,292 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ADI
Analog Devices ...
|
Technology | 3.48% | 2.76% |
#7
2
Prev: #9
|
1.9 |
—
|
-454 | -3.6% |
P
S
|
12,290 | $3,909,855 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
LLY
Eli Lilly and C...
|
Healthcare | 3.32% | 3.49% |
#8
3
Prev: #5
|
1.8 |
—
|
-8 | -0.2% |
P
S
|
4,063 | $3,737,320 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AMAT
Applied Materia...
|
Technology | 3.29% | 2.33% |
#9
4
Prev: #13
|
1.8 |
—
|
-523 | -4.6% |
P
S
|
10,838 | $3,704,452 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
META
Meta Platforms ...
|
Communication Services | 3.04% | 3.32% |
#10
4
Prev: #6
|
1.7 |
—
|
-335 | -5.3% |
P
S
|
5,967 | $3,413,760 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
TT
Trane Technolog...
|
Industrials | 2.90% | 2.63% |
#11
1
Prev: #10
|
1.7 |
—
|
-642 | -7.6% |
P
S
|
7,815 | $3,256,919 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SCHW
Schwab Charles ...
|
Financial Services | 2.33% | 2.29% |
#12
4
Prev: #16
|
1.4 |
—
|
-829 | -2.9% |
P
S
|
27,907 | $2,622,738 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AMZN
Amazon.com Inc
|
Consumer Cyclical | 2.24% | 2.32% |
#13
2
Prev: #15
|
1.4 |
—
|
-483 | -3.8% |
P
S
|
12,091 | $2,518,271 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
V
Visa Inc
|
Financial Services | 2.16% | 2.32% |
#14
Prev: #14
|
1.4 |
—
|
-246 | -3.0% |
P
S
|
8,053 | $2,434,073 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
WFC
Wells Fargo & C...
|
Financial Services | 2.15% | 2.34% |
#15
3
Prev: #12
|
1.4 |
—
|
-1,061 | -3.4% |
P
S
|
30,355 | $2,416,576 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
URI
United Rentals ...
|
Industrials | 2.13% | 2.17% |
#16
1
Prev: #17
|
1.4 |
—
|
-66 | -2.0% |
P
S
|
3,291 | $2,397,425 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
BLK
BlackRock Inc
|
Financial Services | 2.09% | 2.15% |
#17
1
Prev: #18
|
1.3 |
—
|
-65 | -2.6% |
P
S
|
2,449 | $2,355,442 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ORCL
Oracle Corp
|
Technology | 1.96% | 2.49% |
#18
7
Prev: #11
|
1.3 |
—
|
-999 | -6.2% |
P
S
|
14,990 | $2,205,233 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
TRGP
Targa Resources...
|
Energy | 1.87% | 1.53% |
#19
4
Prev: #23
|
1.2 |
—
|
-2,032 | -19.5% |
P
S
|
8,375 | $2,099,817 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SPGI
S&P Global Inc
|
Financial Services | 1.60% | 1.53% |
#20
2
Prev: #22
|
2.6 |
—
|
548 | 14.9% |
P
S
|
4,225 | $1,797,039 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GD
General Dynamic...
|
Industrials | 1.58% | 0.23% |
#21
62
Prev: #83
|
3.6 |
—
|
4,342 | 510.2% |
P
S
|
5,193 | $1,782,341 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ANET
Arista Networks...
|
Technology | 1.47% | 1.50% |
#22
2
Prev: #24
|
1.1 |
—
|
-859 | -6.0% |
P
S
|
13,458 | $1,652,373 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
BSX
Boston Scientif...
|
Healthcare | 1.43% | 2.04% |
#23
4
Prev: #19
|
1.1 |
—
|
-1,060 | -4.0% |
P
S
|
25,712 | $1,613,431 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
NYT
New York Times ...
|
Communication Services | 1.36% | — |
#24
Prev: #—
|
4.0 |
—
|
18,327 | — |
NEW
|
18,327 | $1,534,520 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
CEG
Constellation E...
|
Utilities | 1.25% | 0.62% |
#25
18
Prev: #43
|
3.5 |
—
|
2,853 | 129.7% |
P
S
|
5,053 | $1,411,060 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MSFT
Microsoft Corp
|
Technology | 1.24% | 1.59% |
#26
5
Prev: #21
|
1.0 |
—
|
-340 | -8.3% |
P
S
|
3,778 | $1,398,656 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
XOM
Exxon Mobil Cor...
|
Energy | 1.20% | 0.78% |
#27
12
Prev: #39
|
1.0 |
—
|
-157 | -1.9% |
P
S
|
7,970 | $1,352,254 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DXCM
DexCom Inc
|
Healthcare | 1.02% | — |
#28
Prev: #—
|
3.9 |
—
|
18,348 | — |
NEW
|
18,348 | $1,152,254 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AVGO
Broadcom Inc
|
Technology | 1.01% | 1.10% |
#29
1
Prev: #28
|
0.9 |
—
|
-308 | -7.7% |
P
S
|
3,677 | $1,138,068 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AXP
American Expres...
|
Financial Services | 0.93% | 1.14% |
#30
4
Prev: #26
|
0.9 |
—
|
-403 | -10.4% |
P
S
|
3,471 | $1,049,908 | 1999 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
PANW
Palo Alto Netwo...
|
Technology | 0.91% | 0.95% |
#31
1
Prev: #32
|
0.9 |
—
|
-33 | -0.5% |
P
S
|
6,416 | $1,028,613 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
KLAC
KLA Corp
|
Technology | 0.90% | 0.74% |
#32
8
Prev: #40
|
0.9 |
—
|
-80 | -10.5% |
P
S
|
684 | $1,007,128 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SNOW
Snowflake Inc
|
Technology | 0.89% | — |
#33
Prev: #—
|
3.9 |
—
|
6,610 | — |
NEW
|
6,610 | $996,920 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
WMT
Walmart Inc
|
Consumer Defensive | 0.86% | 0.85% |
#34
1
Prev: #33
|
0.8 |
—
|
-1,775 | -18.5% |
P
S
|
7,801 | $969,508 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
TJX
TJX Companies
|
Consumer Cyclical | 0.84% | 0.81% |
#35
Prev: #35
|
0.8 |
—
|
-666 | -10.1% |
P
S
|
5,900 | $942,230 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IWF
iShares Russell...
|
ETF | 0.79% | 0.99% |
#36
5
Prev: #31
|
0.3 |
—
|
-535 | -20.4% |
P
S
|
2,091 | $891,602 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GE
GE Aerospace
|
Industrials | 0.78% | 0.80% |
#37
1
Prev: #36
|
0.8 |
—
|
-182 | -5.6% |
P
S
|
3,086 | $875,714 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DASH
DoorDash Inc
|
Consumer Cyclical | 0.71% | 1.15% |
#38
13
Prev: #25
|
0.8 |
—
|
-1,016 | -16.0% |
P
S
|
5,348 | $803,002 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
UBER
Uber Technologi...
|
Technology | 0.70% | 0.72% |
#39
2
Prev: #41
|
0.8 |
—
|
-218 | -2.0% |
P
S
|
10,877 | $782,383 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MA
Mastercard Inc ...
|
Financial Services | 0.68% | 0.78% |
#40
2
Prev: #38
|
0.8 |
—
|
-194 | -11.3% |
P
S
|
1,527 | $763,059 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 0.66% | 0.34% |
#41
28
Prev: #69
|
2.8 |
—
|
980 | 48.1% |
P
S
|
3,017 | $737,475 | 2001 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
BK
Bank of New Yor...
|
Financial Services | 0.65% | 0.64% |
#42
Prev: #42
|
0.8 |
—
|
-750 | -10.9% |
P
S
|
6,151 | $729,693 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AMGN
Amgen Inc
|
Healthcare | 0.61% | 0.35% |
#43
25
Prev: #68
|
2.7 |
—
|
617 | 46.3% |
P
S
|
1,951 | $686,459 | 2006 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
LRCX
Lam Research Co...
|
Technology | 0.59% | — |
#44
Prev: #—
|
3.7 |
—
|
3,127 | — |
NEW
|
3,127 | $668,115 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IEI
iShares 3-7 Yr ...
|
ETF | 0.55% | 0.58% |
#45
Prev: #45
|
0.7 |
—
|
-860 | -14.1% |
P
S
|
5,246 | $622,176 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
PH
Parker-Hannifin...
|
Industrials | 0.55% | 0.54% |
#46
Prev: #46
|
0.7 |
—
|
-77 | -10.0% |
P
S
|
691 | $618,611 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DUK
Duke Energy Cor...
|
Utilities | 0.52% | 0.42% |
#47
15
Prev: #62
|
1.2 |
—
|
no change | no change |
P
S
|
4,448 | $582,421 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
HWM
Howmet Aerospac...
|
Industrials | 0.50% | 0.44% |
#48
10
Prev: #58
|
0.7 |
—
|
-261 | -9.6% |
P
S
|
2,454 | $565,549 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MCK
McKesson Corp
|
Healthcare | 0.48% | 0.45% |
#49
7
Prev: #56
|
0.7 |
—
|
-58 | -8.4% |
P
S
|
629 | $544,311 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
NDAQ
Nasdaq Inc
|
Financial Services | 0.47% | 0.54% |
#50
3
Prev: #47
|
0.7 |
—
|
-656 | -9.5% |
P
S
|
6,251 | $530,663 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 |
Showing 1-50 of 116 holdings