ARGUS INVESTORS' COUNSEL, INC. 13F Holdings

Holdings from the most recent 13F from ARGUS INVESTORS' COUNSEL, INC.

Filed: 2024-04-25 (Q1 2024) | Holdings: 108 | Value: $162.9M | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
NVDA - Nvidia Corp
Reduce 40% $(4.4M)
4.10%
$6.7M
+57.30%
+34.90%
+29.76%
LLY - Eli Lilly and Company
Add 11% ($578.8K)
3.62%
$5.9M
+1.06%
+11.40%
+22.05%
COST - Costco Whsl Corp
Reduce 4% $(252.8K)
3.31%
$5.4M
+44.14%
+14.51%
+37.39%
AAPL - Apple Inc
Add 1% ($26.2K)
2.89%
$4.7M
+19.68%
+28.48%
+24.28%
JPM - JPMorgan Chase & Co
Reduce 12% $(600.1K)
2.66%
$4.3M
+37.98%
+10.25%
+28.56%
GOOGL - Alphabet Inc
Reduce 5% $(216.3K)
2.52%
$4.1M
-2.87%
-4.12%
-7.45%
MSFT - Microsoft Corp
Reduce 3% $(125.8K)
2.31%
$3.8M
+10.84%
+3.36%
-4.37%
BLK - BlackRock Inc
Reduce 5% $(191.7K)
2.18%
$3.5M
+31.00%
+13.44%
+23.05%
ODFL - Old Dominion Freight Line Inc
Add 98% ($1.7M)
2.13%
$3.5M
-10.39%
+10.30%
-18.68%
AMZN - Amazon.com Inc
Reduce 7% $(240.3K)
2.03%
$3.3M
+13.12%
+2.65%
+5.57%
V - Visa Inc
Reduce 8% $(296.9K)
1.97%
$3.2M
+31.48%
-5.48%
+23.64%
META - Meta Platforms Inc
Add 4% ($109.7K)
1.77%
$2.9M
+44.48%
+5.60%
+24.98%
TT - Trane Technologies plc
New Purchase
1.76%
$2.9M
+43.43%
+10.51%
+18.60%
MCD - McDonalds Corp
Reduce 9% $(262.8K)
1.72%
$2.8M
+19.51%
-6.49%
+19.65%
ADBE - Adobe Inc
Add 3% ($73.7K)
1.71%
$2.8M
-12.34%
+14.85%
-21.95%
SYK - Stryker Corp
Reduce 13% $(370.4K)
1.55%
$2.5M
+14.34%
-0.82%
+10.35%
ADI - Analog Devices Inc
Reduce 1% $(13.8K)
1.51%
$2.5M
+14.64%
+15.36%
-0.06%
HD - Home Depot Inc
Reduce 8% $(208.3K)
1.46%
$2.4M
+14.82%
+9.37%
+10.51%
MCK - McKesson Corp
New Purchase
1.42%
$2.3M
+34.21%
+11.68%
+30.66%
AXP - American Express Co
Reduce 12% $(314.4K)
1.41%
$2.3M
+22.56%
+4.50%
+13.54%
XOM - Exxon Mobil Corp
Reduce 9% $(219.0K)
1.32%
$2.2M
-9.12%
-0.60%
-5.63%
SPGI - S&P Global Inc
1.31%
$2.1M
+23.58%
+17.99%
+16.10%
AVGO - Broadcom Inc
Reduce 31% $(921.2K)
1.28%
$2.1M
+77.51%
+16.12%
+48.72%
URI - United Rentals Inc
Add 1% ($15.1K)
1.25%
$2.0M
+2.70%
+10.03%
-7.36%
ADP - Automatic Data Processing Inc
Reduce 10% $(213.5K)
1.23%
$2.0M
+35.01%
+4.11%
+22.85%
SCHW - Charles Schwab (The) Corporati
Add 1% ($14.8K)
1.20%
$1.9M
+18.86%
-10.86%
+8.47%
NFLX - Netflix Inc
Reduce 26% $(631.6K)
1.12%
$1.8M
+114.01%
+13.11%
+98.92%
PWR - Quanta Services Inc
1.12%
$1.8M
+33.30%
+0.19%
+13.53%
TMO - Thermo Fisher Scientific
1.07%
$1.7M
-29.67%
+6.97%
-25.60%
NUE - Nucor Corp
Reduce 12% $(227.6K)
1.06%
$1.7M
-35.69%
-8.57%
-32.90%
AMAT - Applied Materials Inc
New Purchase
1.04%
$1.7M
-16.97%
+4.98%
-22.82%
MAR - Marriott International
Reduce 15% $(288.6K)
1.02%
$1.7M
+9.36%
-1.47%
-0.61%
TJX - TJX Companies
Reduce 15% $(296.7K)
1.02%
$1.7M
+37.86%
+16.16%
+33.32%
ADSK - Autodesk Inc
0.99%
$1.6M
+35.76%
+11.63%
+25.81%
AMGN - Amgen Inc
Reduce 10% $(181.7K)
0.98%
$1.6M
+6.16%
+26.91%
+9.78%
CAT - Caterpillar Inc
Reduce 34% $(822.7K)
0.98%
$1.6M
+2.85%
+3.98%
-7.80%
EMR - Emerson Elec Co
Reduce 16% $(308.5K)
0.97%
$1.6M
+8.61%
+7.33%
-2.71%
JNJ - Johnson & Johnson
Add 6% ($91.6K)
0.97%
$1.6M
+7.77%
+10.39%
+9.29%
WMT - Walmart Inc
Add 162% ($972.0K)
0.96%
$1.6M
+62.63%
+16.49%
+60.20%
VZ - Verizon Communications Inc
New Purchase
0.94%
$1.5M
+19.55%
+4.32%
+15.84%
UNP - Union Pac Corp
Reduce 48% $(1.4M)
0.94%
$1.5M
-6.25%
-0.89%
-10.87%
PEP - PepsiCo Inc
Reduce 1% $(11.7K)
0.93%
$1.5M
-22.91%
-0.19%
-20.77%
PG - Procter & Gamble Co
New Purchase
0.92%
$1.5M
+4.29%
+4.69%
+2.03%
NEE - NextEra Energy Inc
Reduce 20% $(373.7K)
0.92%
$1.5M
+9.43%
+11.19%
+1.24%
ITW - Illinois Tool Wks Inc
Reduce 16% $(280.1K)
0.91%
$1.5M
+1.09%
+0.47%
-0.78%
DIS - The Walt Disney Co
New Purchase
0.91%
$1.5M
-0.35%
-19.23%
-18.66%
GD - General Dynamics Corp
Reduce 16% $(282.5K)
0.89%
$1.5M
-0.44%
+2.50%
-2.50%
MS - Morgan Stanley
Reduce 16% $(274.9K)
0.88%
$1.4M
+41.08%
+13.68%
+29.38%
USB - US Bancorp
Reduce 13% $(214.6K)
0.88%
$1.4M
+9.51%
+12.26%
+2.59%
AMT - American Twr Corp-REIT
Reduce 7% $(111.6K)
0.88%
$1.4M
+27.84%
+24.76%
+26.38%
INTC - Intel Corp
Reduce 100%
0.00%
$0.00
-23.53%
-0.95%
TXN - Texas Instruments Inc
Reduce 100%
0.00%
$0.00
+17.05%
+16.09%
MCHP - Microchip Tech Inc
Reduce 100%
0.00%
$0.00
-24.18%
-4.62%
ZTS - Zoetis Inc
Reduce 100%
0.00%
$0.00
+15.37%
+18.11%
APD - Air Prods & Chems Inc
Reduce 100%
0.00%
$0.00
+44.18%
+11.88%
CSCO - Cisco Sys Inc
Reduce 100%
0.00%
$0.00
+26.31%
+1.36%