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Argyle Capital Partners, LLC
Argyle Capital Partners, LLC is a Los Angeles-based SEC-registered investment adviser founded in 2012. The firm specializes in providing personalized wealth management and investment advisory services to high-net-worth individuals and families, with a focus on long-term relationships and tailored solutions. Argyle Capital Partners is owned by Adam Scott and Joshua Rudoy, operates with a small team of 3 employees (all investment professionals), and serves primarily individuals, trusts, foundations, endowments, retirement plans, and high net worth clients.
Investment Strategy
Argyle Capital Partners employs a disciplined, active approach to asset management, combining both correlated and non-correlated asset classes to meet each client's specific investment objectives. They tailor portfolios using a blend of individual equity and debt securities as well as index funds and ETFs, emphasizing after-tax returns and working closely with clients’ tax advisors. The firm continuously monitors global economic trends, uses both active and passive strategies to balance return and risk, and puts significant emphasis on transparency, long-term partnership, and client education. Their approach is adaptive, dynamically reflecting clients’ evolving goals and market conditions to optimize outcomes over time.
Latest 13F Filing Activity
Argyle Capital Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 149 equity positions with a total 13F market value of $121M. The fund increased holdings in Microsoft Corp., Ishares TR, Ishares TR among other positions. Argyle Capital Partners, LLC reduced exposure to Apple Inc., Chevron Corp. New, Ishares TR among others.
Top Holdings
Equity Positions (149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.71% | $6.9M | 33,750 | $250.42 | $205.17 | -$736.1K |
M MSFT | MICROSOFT CORP | 3.83% | $4.6M | 9,347 | $420.10 | $497.41 | +$836.8K |
I IWD | ISHARES TR | 3.15% | $3.8M | 19,683 | $185.62 | $194.23 | +$292.0K |
I IWF | ISHARES TR | 2.90% | $3.5M | 8,301 | $400.21 | $424.58 | +$365.0K |
L LQD | ISHARES TR | 2.49% | $3.0M | 27,592 | $107.11 | $109.61 | +$181.0K |
Industry Allocation
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