Latest ARGUS INVESTORS' COUNSEL, INC. Stock Portfolio

ARGUS INVESTORS' COUNSEL, INC. Performance:

2026 Q1: -2.98%YTD: -2.98%2025: 13.09%

Performance for 2026 Q1 is -2.98%, and YTD is -2.98%, and 2025 is 13.09%.

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

ARGUS INVESTORS' COUNSEL, INC. is a hedge fund based in Stamford, CT. On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, ARGUS INVESTORS' COUNSEL, INC. reported an equity portfolio of $112.5 Millions as of 31 Mar, 2026.

The top stock holdings of ARGUS INVESTORS' COUNSEL, INC. are NVDA, GOOG, COST. The fund has invested 4.4% of it's portfolio in NVIDIA CORP and 4.1% of portfolio in ALPHABET INC.

The fund managers got completely rid off AXON ENTERPRISE INC (AXON), ROYAL CARIBBEAN CRUISES LTD (RCL) and SERVICENOW INC (NOW) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), STRYKER CORP (SYK) and SCHWAB US DIVIDEND EQUITY ETF (FNDA). ARGUS INVESTORS' COUNSEL, INC. opened new stock positions in NEW YORK TIMES CO (NYT), DEXCOM INC (DXCM) and SNOWFLAKE INC (SNOW). The fund showed a lot of confidence in some stocks as they added substantially to GENERAL DYNAMICS CORP (GD), CONSTELLATION ENERGY CORP (CEG) and DOUBLELINE ETF TRUST-MORTGAGE.

ARGUS INVESTORS' COUNSEL, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that ARGUS INVESTORS' COUNSEL, INC. made a return of -2.98% in the last quarter. In trailing 12 months, it's portfolio return was 13.63%.

Performance
S&P 500

New Buys

Ticker	$ Bought
new york times co	1,534,520
dexcom inc	1,152,250
snowflake inc	996,920
lam research corp	668,115
atmos energy corp	509,642
bondbloxx 1-5 year corporate b	466,238
state street corporation	436,759
danaher corp	399,298

New stocks bought by ARGUS INVESTORS' COUNSEL, INC.

Additions

Ticker	% Inc.
general dynamics corp	510
constellation energy corp	129
doubleline etf trust-mortgage	80.31
the southern company	79.41
johnson & johnson	48.11
amgen inc	46.25
s&p global inc	14.9
jpmorgan chase & co	1.71

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

Reductions

Ticker	% Reduced
adobe inc	-75.99
stryker corp	-54.74
schwab us dividend equity etf	-35.75
taiwan semiconductor manufactu	-35.4
the procter & gamble co	-33.21
netflix inc	-32.7
corning inc	-31.08
ishares russell 2000 index etf	-29.24

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

Sold off

Ticker	$ Sold
paypal holdings inc	-1,028,900
bondbloxx bloomberg etf	-562,519
servicenow inc	-1,328,310
american international group	-509,365
csx corp	-205,139
royal caribbean cruises ltd	-1,398,840
axon enterprise inc	-2,504,790
jacobs solutions inc	-528,250

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

Sector Distribution

ARGUS INVESTORS' COUNSEL, INC. has about 26.3% of it's holdings in Technology sector.

Sector	%
Technology	26.3
Financial Services	16.1
Industrials	13.7
Communication Services	10.2
Healthcare	9.2
Others	8
Consumer Defensive	4.9
Consumer Cyclical	3.8
Energy	3.4
Utilities	3.1

Market Cap. Distribution

ARGUS INVESTORS' COUNSEL, INC. has about 91.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	48.7
LARGE-CAP	43
UNALLOCATED	8

Stocks belong to which Index?

About 87.6% of the stocks held by ARGUS INVESTORS' COUNSEL, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	87.6
Others	12

Top 5 Winners (%)		%
GLW	corning inc	46.7 %
XOM	exxon mobil corp	40.6 %
TRGP	targa resources corp	32.4 %
AMAT	applied materials inc	32.2 %
PWR	quanta services inc	29.0 %

Top 5 Winners ($)		$
PWR	quanta services inc	1.0 M
AMAT	applied materials inc	0.9 M
TRGP	targa resources corp	0.6 M
COST	costco wholesale corp	0.6 M
ADI	analog devices inc	0.6 M

Top 5 Losers (%)		%
BSX	boston scientific corp	-33.5 %
DASH	doordash inc	-31.0 %
ORCL	oracle corp	-23.8 %
MSFT	microsoft corp	-22.5 %
BDX	becton dickinson & co	-19.0 %

Top 5 Losers ($)		$
BSX	boston scientific corp	-0.9 M
ORCL	oracle corp	-0.7 M
LLY	eli lilly and company	-0.6 M
META	meta platforms inc	-0.5 M
MSFT	microsoft corp	-0.4 M

ARGUS INVESTORS' COUNSEL, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ARGUS INVESTORS' COUNSEL, INC.

ARGUS INVESTORS' COUNSEL, INC. has 102 stocks in it's portfolio. About 36.6% of the portfolio is in top 10 stocks. BSX proved to be the most loss making stock for the portfolio. PWR was the most profitable stock for ARGUS INVESTORS' COUNSEL, INC. last quarter.

Last Reported on: 28 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.70	16,383	4,157,730	reduced	-6.89

AAXJ	ishares 3-7 yr treasury bond e	0.55	5,246	622,176	reduced	-14.08

ABT	abbott labs	0.19	2,115	217,191	unchanged	0.00

ADBE	adobe inc	0.19	870	211,480	reduced	-75.99

ADI	analog devices inc	3.48	12,290	3,909,860	reduced	-3.56

ADP	automatic data processing inc	0.00	0.00	0.00	sold off	-100

AIG	american international group	0.00	0.00	0.00	sold off	-100

AMAT	applied materials inc	3.29	10,838	3,704,450	reduced	-4.6

AMGN	amgen inc	0.61	1,951	686,459	added	46.25

AMP	ameriprise financial inc	0.19	482	214,201	reduced	-20.2

AMPS	ishares floating rate bond etf	0.42	9,214	469,453	reduced	-19.8

AMT	american twr corp-reit	0.22	1,435	247,652	unchanged	0.00

AMZN	amazon.com inc	2.24	12,091	2,518,270	reduced	-3.84

ANET	arista networks inc	1.47	13,458	1,652,370	reduced	-6.00

APD	air prods & chems inc	0.23	895	259,989	unchanged	0.00

ATO	atmos energy corp	0.45	2,759	509,642	new

AVGO	broadcom inc	1.01	3,677	1,138,070	reduced	-7.73

AXON	axon enterprise inc	0.00	0.00	0.00	sold off	-100

AXP	american express co	0.93	3,471	1,049,910	reduced	-10.4

BDX	becton dickinson & co	0.18	1,280	201,254	unchanged	0.00