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Argyle Capital Management Inc.
Argyle Capital Management LLC is an independent, fee-based registered investment adviser headquartered in Center Valley, Pennsylvania. The firm was founded over 40 years ago and specializes in investment management services for high-net-worth individuals and institutions. Argyle manages approximately $317 million in assets and maintains a small team of dedicated professionals. The company primarily serves high-net-worth individuals, focusing on long-term wealth growth and preservation.
Investment Strategy
Argyle Capital Management employs a personalized, discretionary investment approach focused on growing and preserving generational wealth for high-net-worth individuals and institutions. The firm constructs portfolios based on each client’s unique goals and risk tolerance, with holdings largely in leading publicly traded companies across sectors such as technology, healthcare, financials, and industrials. Their strategy emphasizes long-term capital appreciation, diversification, and individualized planning tailored to client objectives.
Latest 13F Filing Activity
Argyle Capital Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 130 equity positions with a total 13F market value of $276M. The fund increased holdings in Microsoft Corp., Oracle Corp., JP Morgan Chase & Co. among other positions. Argyle Capital Management Inc. reduced exposure to Bristol Myers Squibb Co., Lilly Eli & Co., Fiserv Inc. among others.
Top Holdings
Equity Positions (130)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 5.01% | $13.8M | 27,801 | $27.42 | $497.41 | +$3.2M |
L LLY | Lilly Eli & Co | 3.14% | $8.7M | 11,127 | $36.13 | $779.53 | -$838.2K |
J JPM | JP Morgan Chase & Co | 3.13% | $8.6M | 29,779 | $62.47 | $289.91 | +$1.4M |
M MCK | McKesson Corp | 2.84% | $7.8M | 10,704 | $61.53 | $732.78 | -$457.0K |
I IBM | International Business Mach | 2.52% | $6.9M | 23,535 | $119.35 | $294.78 | +$986.0K |
Industry Allocation
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