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Latest ARGUS INVESTORS' COUNSEL, INC. Stock Portfolio

$155Million

Equity Portfolio Value
Last Reported on: 26 Jan, 2024

About ARGUS INVESTORS' COUNSEL, INC. and it’s 13F Hedge Fund Stock Holdings

ARGUS INVESTORS' COUNSEL, INC. is a hedge fund based in Stamford, CT. On 13-Feb-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $128.3 Millions. In it's latest 13F Holdings report, ARGUS INVESTORS' COUNSEL, INC. reported an equity portfolio of $155.8 Millions as of 31 Dec, 2023.

The top stock holdings of ARGUS INVESTORS' COUNSEL, INC. are NVDA, AAPL, COST. The fund has invested 3.9% of it's portfolio in NVIDIA CORP and 3.4% of portfolio in APPLE INC.

The fund managers got completely rid off MERCK & CO INC (MRK), MODERRNA INC (MRNA) and ISHARES MBS ETF (AAXJ) stocks. They significantly reduced their stock positions in AIR PRODS & CHEMS INC (APD), AMERICAN TWR CORP-REIT (AMT) and ELI LILLY AND COMPANY (LLY). ARGUS INVESTORS' COUNSEL, INC. opened new stock positions in SALESFORCE INC (CRM), MCKESSON CORP (MCK) and ARTHUR J GALLAGHER & CO (AJG). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON.COM INC (AMZN), ARCHER-DANIELS-MIDLAND CO (ADM) and ANALOG DEVICES INC (ADI).

New Buys

Ticker$ Bought
SALESFORCE INC981,775
MCKESSON CORP891,236
ARTHUR J GALLAGHER & CO670,823
TRANE TECHNOLOGIES PLC508,775
ARISTA NETWORKS INC242,575
NORFOLK SOUTHERN CORP236,380
CHIPOTLE MEXICAN GRILL230,983
TAIWAN SEMICONDUCTOR MANUFACTU207,584

New stocks bought by ARGUS INVESTORS' COUNSEL, INC.

Additions to existing portfolio by ARGUS INVESTORS' COUNSEL, INC.

Reductions

Ticker% Reduced
AIR PRODS & CHEMS INC-39.76
AMERICAN TWR CORP-REIT-29.57
ELI LILLY AND COMPANY-11.93
ISHARES CORE S&P 500-11.01
ISHARES 0-5 YR TIPS BOND ETF-10.43
ADOBE INC-9.86
DANAHER CORP-7.59
ABBOTT LABS-4.72

ARGUS INVESTORS' COUNSEL, INC. reduced stake in above stock

Sold off

Ticker$ Sold
MERCK & CO INC-991,353
ISHARES MBS ETF-457,054
MODERRNA INC-527,089
YUM BRANDS INC-314,349
D.R. HORTON INC-212,576
HERSHEY COMPANY-288,715

ARGUS INVESTORS' COUNSEL, INC. got rid off the above stocks

Current Stock Holdings of ARGUS INVESTORS' COUNSEL, INC.

Last Reported on: 26 Jan, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC3.3727,2925,254,440ADDED1.85
AAXJISHARES MBS ETF0.000.000.00SOLD OFF-100
ABTABBOTT LABS0.8712,2851,352,230REDUCED-4.72
ADBEADOBE INC2.065,3843,212,110REDUCED-9.86
ADIANALOG DEVICES INC1.5912,5112,484,180ADDED28.27
ADMARCHER-DANIELS-MIDLAND CO0.9420,3151,467,150ADDED33.52
ADPAUTOMATIC DATA PROCESSING INC1.338,8632,064,740ADDED0.49
ADSKAUTODESK INC0.986,2341,517,810REDUCED-0.27
AGGISHARES RUSSELL 1000 GRW ETF0.603,097938,917REDUCED-3.25
AGGISHARES RUSSELL 2000 INDEX ETF0.251,910383,356REDUCED-0.26
AGGISHARES CORE S&P 5000.18598285,623REDUCED-11.01
AGGISHARES MSCI EAFE ETF0.183,648274,877ADDED0.66
AJGARTHUR J GALLAGHER & CO0.432,983670,823NEW
AMATAPPLIED MATERIALS INC0.868,2681,339,920ADDED0.08
AMGNAMGEN INC1.166,2861,810,490ADDED0.14
AMPAMERIPRISE FINANCIAL INC0.13536203,589NEW
AMPSISHARES FLOATING RATE BD ETF0.309,198465,603ADDED11.61
AMPSISHARES 0-5 YR TIPS BOND ETF0.223,391334,319REDUCED-10.43
AMTAMERICAN TWR CORP-REIT1.087,7951,682,780REDUCED-29.57
AMZNAMAZON.COM INC1.9219,6302,982,580ADDED42.91
ANETARISTA NETWORKS INC0.161,030242,575NEW
APDAIR PRODS & CHEMS INC0.965,4451,490,840REDUCED-39.76
AVGOBROADCOM INC1.622,2672,530,540ADDED24.22
AXPAMERICAN EXPRESS CO1.3811,4702,148,790ADDED6.2
BDXBECTON DICKINSON & CO0.875,5601,355,700UNCHANGED0.00
BIVVANGUARD SHORT-TERM BD ETF0.499,881761,035ADDED0.53
BLKBLACKROCK INC2.344,4883,643,560REDUCED-0.04
BMIBADGER METER INC0.232,292353,816ADDED2.41
BNDWVANGUARD INTERM-TM CORP BD IDX0.356,701544,657ADDED0.42
CATCATERPILLAR INC1.256,6001,951,420UNCHANGED0.00
CMGCHIPOTLE MEXICAN GRILL0.15101230,983NEW
COSTCOSTCO WHSL CORP3.277,7045,085,420REDUCED-1.28
CRMSALESFORCE INC0.633,731981,775NEW
CSCOCISCO SYS INC0.9529,3751,484,020ADDED0.07
CTASCINTAS CORPORATION0.391,006606,276REDUCED-0.2
CVXCHEVRON CORP0.727,5191,121,500ADDED0.07
DHID.R. HORTON INC0.000.000.00SOLD OFF-100
DHRDANAHER CORP0.432,925676,688REDUCED-7.59
DISWALT DISNEY CO (THE)0.8614,7601,332,680UNCHANGED0.00
DRIDARDEN RESTAURANTS INC0.252,384391,691ADDED0.51
DUKDUKE ENERGY CORP0.345,470530,809UNCHANGED0.00
EMREMERSON ELEC CO1.0416,6301,618,600ADDED1.22
FASTFASTENAL CO0.327,671496,829REDUCED-2.62
FNDASCHWAB US DIVIDEND EQUITY ETF0.224,473340,529ADDED2.57
GDGENERAL DYNAMICS CORP1.026,1511,597,230REDUCED-0.16
GLWCORNING INC0.8241,8111,273,140REDUCED-0.14
GOOGALPHABET INC2.5728,6444,001,280REDUCED-0.19
HCAHCA HEALTHCARE INC0.301,728467,735REDUCED-0.29
HDHOME DEPOT INC1.506,7292,331,790ADDED0.84
HOLXHOLOGIC INC0.5511,935852,742ADDED0.51
HSYHERSHEY COMPANY0.000.000.00SOLD OFF-100
INTCINTEL CORP1.0131,3101,573,330REDUCED-0.95
INTUINTUIT INC0.431,070668,791REDUCED-2.55
IPINTERNATIONAL PAPER CO0.9440,3901,460,100ADDED1.25
ITWILLINOIS TOOL WKS INC1.116,5761,722,520REDUCED-1.41
JNJJOHNSON & JOHNSON0.949,3921,472,100ADDED0.9
JPMJPMORGAN CHASE & CO2.6924,6634,195,210ADDED0.61
LLYELI LILLY AND COMPANY2.566,8413,988,020REDUCED-11.93
LMTLOCKHEED MARTIN CORP0.391,352612,631REDUCED-1.6
MAMASTERCARD INC CL A0.501,845786,716REDUCED-0.38
MARMARRIOTT INTERNATIONAL1.127,7371,744,770ADDED0.66
MCDMCDONALDS CORP2.0710,8533,217,880ADDED1.45
MCHPMICROCHIP TECH INC0.9917,1351,545,240ADDED0.02
MCKMCKESSON CORP0.571,925891,236NEW
METAMETA PLATFORMS INC1.305,7072,019,880REDUCED-2.03
MRKMERCK & CO INC0.000.000.00SOLD OFF-100
MRNAMODERRNA INC0.000.000.00SOLD OFF-100
MSMORGAN STANLEY1.0918,2001,697,150ADDED13.04
MSFTMICROSOFT CORP2.239,2343,472,530REDUCED-1.9
NDAQNASDAQ INC0.349,029524,927REDUCED-1.49
NEENEXTERA ENERGY INC1.1429,2331,775,600ADDED3.77
NFLXNETFLIX INC1.274,0591,976,250REDUCED-1.38
NOCNORTHROP GRUMMAN CORP0.812,7131,269,960ADDED1.76
NSCNORFOLK SOUTHERN CORP0.151,000236,380NEW
NUENUCOR CORP1.109,8711,717,950UNCHANGED0.00
NVDANVIDIA CORP3.9112,3066,094,110REDUCED-2.42
ODFLOLD DOMINION FRT LINE2.087,9913,238,980REDUCED-1.16
PEPPEPSICO INC0.958,7111,479,480ADDED0.79
PFEPFIZER INC0.8043,3151,247,040ADDED17.18
PGPROCTER & GAMBLE CO0.949,9431,457,050ADDED0.08
PWRQUANTA SERVICES INC0.977,0211,515,150ADDED0.53
PYPLPAYPAL HLDGS INC0.7619,1501,176,000ADDED13.99
RJFRAYMOND JAMES FINANCIAL INC0.273,718414,557REDUCED-0.8
ROPROPER TECHNOLOGIES INC0.28812442,678REDUCED-0.12
SCHWCHARLES SCHWAB CORP1.1826,7311,839,120ADDED4.03
SPGIS&P GLOBAL INC1.425,0262,214,120ADDED0.38
SPHDINVESCO PREFERRED ETF0.3040,289462,115ADDED1.13
SYKSTRYKER CORP1.558,0792,419,330ADDED0.2
TJXTJX COMPANIES1.1619,2651,807,250REDUCED-0.13
TMOTHERMO FISHER SCIENTIFIC1.023,0071,596,220UNCHANGED0.00
TSMTAIWAN SEMICONDUCTOR MANUFACTU0.131,996207,584NEW
TTTRANE TECHNOLOGIES PLC0.332,086508,775NEW
TXNTEXAS INSTRUMENTS INC0.958,7091,484,540UNCHANGED0.00
UNHUNITEDHEALTH GROUP INC0.561,662875,109ADDED2.91
UNPUNION PAC CORP1.9012,0162,951,470REDUCED-0.01
URIUNITED RENTALS INC1.032,7981,604,440ADDED0.79
USBUS BANCORP1.0336,9081,597,380UNCHANGED0.00
VVISA INC2.1012,5363,263,790REDUCED-0.16
VZVERIZON COMMUNICATIONS INC0.9237,8171,425,700ADDED0.08
WFCWELLS FARGO & CO0.7423,3781,150,640ADDED0.09
WMTWALMART INC1.019,9451,567,830UNCHANGED0.00
XOMEXXON MOBIL CORP1.3120,4502,044,590ADDED0.49
YUMYUM BRANDS INC0.000.000.00SOLD OFF-100
ZTSZOETIS INC1.249,7641,927,120REDUCED-0.25