Argyle Capital Partners, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$139.5B

Holdings

165

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (165 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
32,917$8.4B6.01%
2
MSFTMICROSOFT CORP
9,471$4.9B3.52%
3
IWDISHARES TR
19,310$3.9B2.82%
4
IWFISHARES TR
7,927$3.7B2.66%
5
LQDISHARES TR
29,908$3.3B2.39%
6
AMZNAMAZON COM INC
12,795$2.8B2.01%
7
SHYISHARES TR
32,584$2.7B1.94%
8
IJRISHARES TR
22,719$2.7B1.94%
9
TLTISHARES TR
28,765$2.6B1.84%
10
XBISPDR SERIES TRUST
24,039$2.4B1.73%
11
ABBVABBVIE INC
9,474$2.2B1.57%
12
JPMJPMORGAN CHASE & CO.
6,897$2.2B1.56%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
4,273$2.1B1.54%
14
JPMJPMORGAN CHASE FINL CO LLC
70,817$2.1B1.50%
15
VWOVANGUARD INTL EQUITY INDEX F
38,450$2.1B1.49%
16
NVDANVIDIA CORPORATION
11,056$2.1B1.48%
17
IDV*ISHARES TR
52,817$1.9B1.38%
18
SPYSPDR S&P 500 ETF TR
2,884$1.9B1.38%
19
GDXVANECK ETF TRUST
24,555$1.9B1.35%
20
WMBWILLIAMS COS INC
27,735$1.8B1.26%
21
OKEONEOK INC NEW
23,985$1.8B1.25%
22
EPDENTERPRISE PRODS PARTNERS L
54,006$1.7B1.21%
23
GOOGLALPHABET INC
6,859$1.7B1.20%
24
AMGNAMGEN INC
5,563$1.6B1.13%
25
DUHPDIMENSIONAL ETF TRUST
39,837$1.5B1.08%
26
MPLXMPLX LP
26,962$1.3B0.97%
27
A4SAMERIPRISE FINL INC
2,685$1.3B0.95%
28
XFEBFIRST TR EXCH TRADED FD III
70,012$1.3B0.92%
29
ADBEADOBE INC
3,501$1.2B0.89%
30
VVISA INC
3,533$1.2B0.86%
31
PHPARKER-HANNIFIN CORP
1,590$1.2B0.86%
32
FVDFIRST TR EXCHANGE-TRADED FD
25,970$1.2B0.86%
33
DHRDANAHER CORPORATION
5,912$1.2B0.84%
34
CRMSALESFORCE INC
4,897$1.2B0.83%
35
GOOGALPHABET INC
4,529$1.1B0.79%
36
CVXCHEVRON CORP NEW
7,078$1.1B0.79%
37
VNQVANGUARD INDEX FDS
11,863$1.1B0.78%
38
WSMWILLIAMS SONOMA INC
5,524$1.1B0.77%
39
HYGISHARES TR
13,226$1.1B0.77%
40
MLMMARTIN MARIETTA MATLS INC
1,702$1.1B0.77%
41
QCOMQUALCOMM INC
6,443$1.1B0.77%
42
JEPIJ P MORGAN EXCHANGE TRADED F
18,259$1.0B0.75%
43
NFLXNETFLIX INC
869$1.0B0.75%
44
AQLTISHARES TR
7,331$1.0B0.75%
45
ETENERGY TRANSFER L P
58,774$1.0B0.72%
46
CGMSCAPITAL GRP FIXED INCM ETF T
34,618$960.6M0.69%
47
SGOVISHARES TR
9,065$912.8M0.65%
48
IYWISHARES TR
4,652$911.0M0.65%
49
CRWDCROWDSTRIKE HLDGS INC
1,853$908.7M0.65%
50
CMFISHARES TR
15,888$906.3M0.65%
51
COSTCOSTCO WHSL CORP NEW
915$846.9M0.61%
52
HESMHESS MIDSTREAM LP
24,318$840.2M0.60%
53
EOGEOG RES INC
6,897$773.3M0.55%
54
XLESELECT SECTOR SPDR TR
8,182$731.0M0.52%
55
XOMEXXON MOBIL CORP
6,369$718.1M0.51%
56
DEDEERE & CO
1,565$715.7M0.51%
57
MAMASTERCARD INCORPORATED
1,252$712.3M0.51%
58
NEENEXTERA ENERGY INC
9,299$702.0M0.50%
59
METAMETA PLATFORMS INC
954$700.9M0.50%
60
RTXRTX CORPORATION
4,181$699.5M0.50%
61
OSKOSHKOSH CORP
5,303$687.8M0.49%
62
MOALTRIA GROUP INC
10,088$666.4M0.48%
63
JCIJOHNSON CTLS INTL PLC
5,965$655.9M0.47%
64
MCHPMICROCHIP TECHNOLOGY INC.
10,012$643.0M0.46%
65
IEIISHARES TR
5,364$641.0M0.46%
66
GDGENERAL DYNAMICS CORP
1,865$636.0M0.46%
67
EEMISHARES TR
11,891$635.0M0.46%
68
HDHOME DEPOT INC
1,481$600.0M0.43%
69
VEAVANGUARD TAX-MANAGED FDS
9,976$597.8M0.43%
70
UNHUNITEDHEALTH GROUP INC
1,728$596.7M0.43%
71
VEUVANGUARD INTL EQUITY INDEX F
8,348$595.8M0.43%
72
PFFISHARES TR
18,785$594.0M0.43%
73
PSXPHILLIPS 66
4,283$582.5M0.42%
74
LENLENNAR CORP
4,482$564.9M0.41%
75
NOCNORTHROP GRUMMAN CORP
915$557.2M0.40%
76
SMHVANECK ETF TRUST
1,702$555.5M0.40%
77
NVSNNOVARTIS AG
4,061$520.8M0.37%
78
CTVACORTEVA INC
7,587$513.1M0.37%
79
TLHISHARES TR
4,921$506.8M0.36%
80
VTECVANGUARD CALIF TAX FREE FDS
5,000$498.9M0.36%
81
LMTLOCKHEED MARTIN CORP
997$497.6M0.36%
82
SGOLETFS GOLD TR
13,329$490.6M0.35%
83
BACBANK AMERICA CORP
9,475$488.8M0.35%
84
SPGIS&P GLOBAL INC
994$483.7M0.35%
85
PCEFINVESCO EXCH TRADED FD TR II
24,014$479.6M0.34%
86
XLFSELECT SECTOR SPDR TR
8,858$477.2M0.34%
87
ITBISHARES TR
4,417$473.7M0.34%
88
SLBSCHLUMBERGER LTD
13,629$468.4M0.34%
89
BMYBRISTOL-MYERS SQUIBB CO
10,272$463.3M0.33%
90
FNDXSCHWAB STRATEGIC TR
17,471$459.5M0.33%
91
IWMISHARES TR
1,892$457.7M0.33%
92
BACVERIZON COMMUNICATIONS INC
10,217$449.0M0.32%
93
VCVINVESCO CALIF VALUE MUN INCO
41,364$438.0M0.31%
94
PICKISHARES INC
9,838$437.8M0.31%
95
XLUSELECT SECTOR SPDR TR
4,923$429.3M0.31%
96
IGEBISHARES TR
9,233$425.1M0.30%
97
SNPSSYNOPSYS INC
843$415.9M0.30%
98
DISDISNEY WALT CO
3,561$407.7M0.29%
99
TSLATESLA INC
907$403.5M0.29%
100
PTYPIMCO CORPORATE & INCOME OPP
27,817$401.7M0.29%
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