Argyle Capital Partners, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$136.9B
Holdings
157
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (157 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 31,766 | $8.6B | 6.31% | |
| 2 | MSFTMICROSOFT CORP | 9,383 | $4.5B | 3.31% | |
| 3 | IWDISHARES TR | 18,555 | $3.9B | 2.85% | |
| 4 | IWFISHARES TR | 7,526 | $3.6B | 2.60% | |
| 5 | LQDISHARES TR | 30,271 | $3.3B | 2.44% | |
| 6 | AMZNAMAZON COM INC | 12,509 | $2.9B | 2.11% | |
| 7 | SHYISHARES TR | 34,190 | $2.8B | 2.07% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,389 | $2.7B | 1.98% | |
| 9 | IJRISHARES TR | 21,591 | $2.6B | 1.90% | |
| 10 | XBISPDR SERIES TRUST | 20,712 | $2.5B | 1.84% | |
| 11 | NVDANVIDIA CORPORATION | 13,015 | $2.4B | 1.77% | |
| 12 | IDV*ISHARES TR | 57,414 | $2.3B | 1.65% | |
| 13 | JPMJPMORGAN CHASE FINL CO LLC | 73,855 | $2.2B | 1.61% | |
| 14 | JPMJPMORGAN CHASE & CO. | 6,635 | $2.1B | 1.56% | |
| 15 | SPYSPDR S&P 500 ETF TR | 3,086 | $2.1B | 1.54% | |
| 16 | VWOVANGUARD INTL EQUITY INDEX F | 38,847 | $2.1B | 1.52% | |
| 17 | GOOGLALPHABET INC | 6,569 | $2.1B | 1.50% | |
| 18 | ABBVABBVIE INC | 8,897 | $2.0B | 1.48% | |
| 19 | TLTISHARES TR | 23,151 | $2.0B | 1.47% | |
| 20 | EPDENTERPRISE PRODS PARTNERS L | 53,787 | $1.7B | 1.26% | |
| 21 | GDXVANECK ETF TRUST | 19,789 | $1.7B | 1.24% | |
| 22 | AMGNAMGEN INC | 4,896 | $1.6B | 1.17% | |
| 23 | DUHPDIMENSIONAL ETF TRUST | 39,876 | $1.5B | 1.11% | |
| 24 | WMBWILLIAMS COS INC | 24,641 | $1.5B | 1.08% | |
| 25 | MPLXMPLX LP | 26,662 | $1.4B | 1.04% | |
| 26 | OKEONEOK INC NEW | 19,077 | $1.4B | 1.02% | |
| 27 | PHPARKER-HANNIFIN CORP | 1,590 | $1.4B | 1.02% | |
| 28 | A4SAMERIPRISE FINL INC | 2,685 | $1.3B | 0.96% | |
| 29 | FVDFIRST TR EXCHANGE-TRADED FD | 27,906 | $1.3B | 0.94% | |
| 30 | XFEBFIRST TR EXCH TRADED FD III | 69,925 | $1.3B | 0.93% | |
| 31 | DHRDANAHER CORPORATION | 5,453 | $1.2B | 0.91% | |
| 32 | VVISA INC | 3,517 | $1.2B | 0.90% | |
| 33 | ETENERGY TRANSFER L P | 73,368 | $1.2B | 0.88% | |
| 34 | GOOGALPHABET INC | 3,656 | $1.1B | 0.84% | |
| 35 | CVXCHEVRON CORP NEW | 7,523 | $1.1B | 0.84% | |
| 36 | ADBEADOBE INC | 3,267 | $1.1B | 0.84% | |
| 37 | METAMETA PLATFORMS INC | 1,633 | $1.1B | 0.79% | |
| 38 | CGMSCAPITAL GRP FIXED INCM ETF T | 38,408 | $1.1B | 0.77% | |
| 39 | MLMMARTIN MARIETTA MATLS INC | 1,702 | $1.1B | 0.77% | |
| 40 | QCOMQUALCOMM INC | 6,138 | $1.0B | 0.77% | |
| 41 | VNQVANGUARD INDEX FDS | 11,434 | $1.0B | 0.74% | |
| 42 | HYGISHARES TR | 12,302 | $990.0M | 0.72% | |
| 43 | WSMWILLIAMS SONOMA INC | 5,524 | $986.0M | 0.72% | |
| 44 | JEPIJ P MORGAN EXCHANGE TRADED F | 16,260 | $930.0M | 0.68% | |
| 45 | CMFISHARES TR | 15,888 | $912.0M | 0.67% | |
| 46 | NFLXNETFLIX INC | 9,100 | $853.0M | 0.62% | |
| 47 | CRMSALESFORCE INC | 3,217 | $852.0M | 0.62% | |
| 48 | AQLTISHARES TR | 5,929 | $836.0M | 0.61% | |
| 49 | COSTCOSTCO WHSL CORP NEW | 952 | $820.0M | 0.60% | |
| 50 | CRWDCROWDSTRIKE HLDGS INC | 1,734 | $812.0M | 0.59% | |
| 51 | IYWISHARES TR | 3,903 | $779.0M | 0.57% | |
| 52 | HESMHESS MIDSTREAM LP | 22,568 | $778.0M | 0.57% | |
| 53 | DEDEERE & CO | 1,581 | $735.0M | 0.54% | |
| 54 | XOMEXXON MOBIL CORP | 6,104 | $734.0M | 0.54% | |
| 55 | NEENEXTERA ENERGY INC | 9,122 | $732.0M | 0.53% | |
| 56 | MAMASTERCARD INCORPORATED | 1,277 | $728.0M | 0.53% | |
| 57 | JCIJOHNSON CTLS INTL PLC | 5,965 | $714.0M | 0.52% | |
| 58 | SGOVISHARES TR | 7,020 | $704.0M | 0.51% | |
| 59 | SLBSLB LIMITED | 17,776 | $682.0M | 0.50% | |
| 60 | XLESELECT SECTOR SPDR TR | 15,160 | $677.0M | 0.49% | |
| 61 | RTXRTX CORPORATION | 3,666 | $672.0M | 0.49% | |
| 62 | IEIISHARES TR | 5,629 | $671.0M | 0.49% | |
| 63 | OSKOSHKOSH CORP | 5,303 | $666.0M | 0.49% | |
| 64 | VEAVANGUARD TAX-MANAGED FDS | 10,571 | $660.0M | 0.48% | |
| 65 | TLHISHARES TR | 6,460 | $656.0M | 0.48% | |
| 66 | SMHVANECK ETF TRUST | 1,783 | $642.0M | 0.47% | |
| 67 | MCHPMICROCHIP TECHNOLOGY INC. | 10,012 | $637.0M | 0.47% | |
| 68 | UNHUNITEDHEALTH GROUP INC | 1,859 | $613.0M | 0.45% | |
| 69 | VEUVANGUARD INTL EQUITY INDEX F | 8,309 | $611.0M | 0.45% | |
| 70 | GDGENERAL DYNAMICS CORP | 1,809 | $609.0M | 0.44% | |
| 71 | SGOLETFS GOLD TR | 14,095 | $579.0M | 0.42% | |
| 72 | NOCNORTHROP GRUMMAN CORP | 1,006 | $573.0M | 0.42% | |
| 73 | LMTLOCKHEED MARTIN CORP | 1,182 | $571.0M | 0.42% | |
| 74 | HDHOME DEPOT INC | 1,654 | $569.0M | 0.42% | |
| 75 | EOGEOG RES INC | 5,344 | $561.0M | 0.41% | |
| 76 | NVSNNOVARTIS AG | 4,061 | $559.0M | 0.41% | |
| 77 | MOALTRIA GROUP INC | 9,566 | $551.0M | 0.40% | |
| 78 | PSXPHILLIPS 66 | 4,247 | $548.0M | 0.40% | |
| 79 | ITBISHARES TR | 5,541 | $533.0M | 0.39% | |
| 80 | BMYBRISTOL-MYERS SQUIBB CO | 9,799 | $528.0M | 0.39% | |
| 81 | EEMISHARES TR | 9,568 | $523.0M | 0.38% | |
| 82 | BACBANK AMERICA CORP | 9,475 | $521.0M | 0.38% | |
| 83 | VCVINVESCO CALIF VALUE MUN INCO | 46,364 | $516.0M | 0.38% | |
| 84 | CTVACORTEVA INC | 7,587 | $508.0M | 0.37% | |
| 85 | SPGIS&P GLOBAL INC | 968 | $505.0M | 0.37% | |
| 86 | PICKISHARES INC | 9,838 | $505.0M | 0.37% | |
| 87 | VTECVANGUARD CALIF TAX FREE FDS | 5,000 | $501.0M | 0.37% | |
| 88 | IWMISHARES TR | 1,955 | $481.0M | 0.35% | |
| 89 | FNDXSCHWAB STRATEGIC TR | 17,471 | $475.0M | 0.35% | |
| 90 | XLUSELECT SECTOR SPDR TR | 11,062 | $472.0M | 0.34% | |
| 91 | LENLENNAR CORP | 4,482 | $460.0M | 0.34% | |
| 92 | PCEFINVESCO EXCH TRADED FD TR II | 22,839 | $454.0M | 0.33% | |
| 93 | IGEBISHARES TR | 9,233 | $421.0M | 0.31% | |
| 94 | GQ9SPDR GOLD TR | 1,041 | $412.0M | 0.30% | |
| 95 | AVGOBROADCOM INC | 1,192 | $412.0M | 0.30% | |
| 96 | PFFISHARES TR | 12,885 | $398.0M | 0.29% | |
| 97 | PEPPEPSICO INC | 2,766 | $396.0M | 0.29% | |
| 98 | SNPSSYNOPSYS INC | 843 | $395.0M | 0.29% | |
| 99 | KOCOCA COLA CO | 5,495 | $384.0M | 0.28% | |
| 100 | VMBSVANGUARD SCOTTSDALE FDS | 7,986 | $375.0M | 0.27% |
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