ARGUS INVESTORS' COUNSEL, INC. 13F Holdings

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

Filed: 2024-07-19 (Q2 2024) | Holdings: 52 | Value: $79.4M | 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
LLY - Eli Lilly and Company
Reduce 19% $(1.3M)
6.99%
$5.5M
-15.60%
+4.93%
NVDA - Nvidia Corp
Add 396% ($3.6M)
5.69%
$4.5M
+9.54%
+19.42%
COST - Costco Wholesale Corp
Reduce 34% $(2.1M)
5.21%
$4.1M
+21.86%
+5.00%
AAPL - Apple Inc
Reduce 40% $(2.3M)
4.34%
$3.4M
-10.56%
+4.29%
TT - Trane Technologies plc
Reduce 4% $(117.1K)
3.81%
$3.0M
+28.08%
+20.26%
JPM - JPMorgan Chase & Co
Reduce 35% $(1.5M)
3.59%
$2.8M
+26.21%
+6.61%
ADI - Analog Devices Inc
3.57%
$2.8M
-5.11%
-4.45%
META - Meta Platforms Inc
Reduce 5% $(164.4K)
3.56%
$2.8M
+30.95%
+18.32%
ODFL - Old Dominion Freight Line Inc
Reduce 2% $(59.2K)
3.44%
$2.7M
-16.56%
+0.37%
GOOGL - Alphabet Inc
Reduce 47% $(2.3M)
3.32%
$2.6M
-6.32%
-9.03%
MCK - McKesson Corp
Reduce 7% $(178.1K)
2.94%
$2.3M
+24.31%
-12.28%
SPGI - S&P Global Inc
Add 3% ($67.3K)
2.90%
$2.3M
+5.79%
+8.09%
SCHW - Charles Schwab (The) Corporati
Add 1% ($24.1K)
2.53%
$2.0M
+41.10%
+13.05%
AMAT - Applied Materials Inc
2.45%
$1.9M
-24.48%
-14.53%
URI - United Rentals Inc
Add 1% ($22.6K)
2.32%
$1.8M
-4.05%
+14.03%
TMO - Thermo Fisher Scientific
2.10%
$1.7M
-26.17%
+10.19%
ADBE - Adobe Inc
Reduce 47% $(1.5M)
2.04%
$1.6M
-25.89%
-10.91%
PWR - Quanta Services Inc
Reduce 10% $(174.1K)
2.02%
$1.6M
+30.40%
+21.30%
REGN - Regeneron Pharmaceuticals Inc
New Purchase
2.02%
$1.6M
-43.62%
-9.94%
V - Visa Inc
Reduce 48% $(1.5M)
1.96%
$1.6M
+35.05%
+7.56%
ORCL - Oracle Corp
New Purchase
1.95%
$1.6M
+13.42%
+24.62%
MSFT - Microsoft Corp
Reduce 63% $(2.5M)
1.84%
$1.5M
+3.23%
-5.04%
ISRG - Intuitive Surgical Inc
New Purchase
1.83%
$1.5M
+18.33%
+12.23%
AMZN - Amazon.com Inc
Reduce 59% $(2.1M)
1.82%
$1.4M
+8.71%
+2.20%
BLK - BlackRock Inc
Reduce 58% $(1.9M)
1.79%
$1.4M
+18.20%
+20.31%
WFC - Wells Fargo & Co
New Purchase
1.72%
$1.4M
+26.48%
+8.86%
BSX - Boston Scientific Corp
New Purchase
1.62%
$1.3M
+34.72%
+13.36%
CVX - Chevron Corp
New Purchase
1.53%
$1.2M
-10.43%
-3.57%
MCHP - Microchip Tech Inc
New Purchase
1.43%
$1.1M
-33.71%
-17.08%
AXON - Axon Enterprise Inc
New Purchase
1.42%
$1.1M
+136.84%
+42.99%
CRM - Salesforce Inc
New Purchase
1.32%
$1.0M
+13.97%
+17.29%
SYK - Stryker Corp
Reduce 65% $(1.6M)
1.07%
$845.9K
+11.76%
+7.58%
UNH - UnitedHealth Group Inc
New Purchase
1.00%
$790.5K
-45.56%
+1.86%
HD - Home Depot Inc
Reduce 64% $(1.4M)
0.97%
$772.8K
+3.55%
+12.17%
MA - Mastercard Inc CL A
New Purchase
0.90%
$710.7K
+28.43%
+15.78%
KLAC - KLA Corporation
New Purchase
0.89%
$708.3K
-0.29%
-14.41%
AVGO - Broadcom Inc
Reduce 73% $(1.8M)
0.86%
$684.0K
+44.67%
+12.70%
INTU - Intuit Inc
New Purchase
0.83%
$660.3K
+3.07%
-4.45%
CTAS - Cintas Corporation
New Purchase
0.83%
$658.9K
+16.36%
+10.75%
COP - ConocoPhillips
New Purchase
0.77%
$607.9K
-20.89%
-6.91%
AXP - American Express Co
Reduce 76% $(1.8M)
0.70%
$551.8K
+18.67%
+11.70%
AIG - American International Group
New Purchase
0.67%
$529.7K
+12.41%
+4.41%
HCA - HCA Healthcare Inc
New Purchase
0.66%
$523.0K
+18.86%
+27.31%
NDAQ - Nasdaq Inc
New Purchase
0.64%
$504.8K
+29.03%
+18.14%
DHI - D.R. Horton Inc
New Purchase
0.57%
$456.5K
-30.79%
+6.90%
PH - Parker-Hannifin Corp
New Purchase
0.57%
$453.7K
+21.14%
+16.14%
J - Jacobs Solutions Inc
New Purchase
0.57%
$451.5K
+3.45%
+15.84%
BMI - Badger Meter Inc
New Purchase
0.56%
$447.4K
+27.38%
+6.37%
FAST - Fastenal Co
New Purchase
0.56%
$446.2K
+22.17%
+14.75%
RJF - Raymond James Financial Inc
New Purchase
0.55%
$433.7K
+37.34%
+26.33%
UNP - Union Pac Corp
Reduce 100%
0.00%
$0.00
MS - Morgan Stanley
Reduce 100%
0.00%
$0.00
+30.62%
+16.47%
NFLX - Netflix Inc
Reduce 100%
0.00%
$0.00
+38.67%
+20.73%
AMT - American Twr Corp-REIT
Reduce 100%
0.00%
$0.00
+0.26%
+6.24%
PG - Procter & Gamble Co
Reduce 100%
0.00%
$0.00
+7.37%
+1.55%
NUE - Nucor Corp
Reduce 100%
0.00%
$0.00
AMGN - Amgen Inc
Reduce 100%
0.00%
$0.00
-13.84%
-4.29%
ADSK - Autodesk Inc
Reduce 100%
0.00%
$0.00
+18.91%
+18.05%
JNJ - Johnson & Johnson
Reduce 100%
0.00%
$0.00
CAT - Caterpillar Inc
Reduce 100%
0.00%
$0.00
+17.12%
+12.61%
NEE - NextEra Energy Inc
Reduce 100%
0.00%
$0.00
+9.27%
+15.93%
MAR - Marriott International
Reduce 100%
0.00%
$0.00
ADP - Automatic Data Processing Inc
Reduce 100%
0.00%
$0.00
+23.80%
+17.34%
PEP - PepsiCo Inc
Reduce 100%
0.00%
$0.00
-2.70%
+4.18%
EMR - Emerson Elec Co
Reduce 100%
0.00%
$0.00
+14.89%
-4.72%
ITW - Illinois Tool Wks Inc
Reduce 100%
0.00%
$0.00
USB - US Bancorp
Reduce 100%
0.00%
$0.00
+20.73%
+8.57%
VZ - Verizon Communications Inc
Reduce 100%
0.00%
$0.00
+12.72%
+11.09%
WMT - Walmart Inc
Reduce 100%
0.00%
$0.00
XOM - Exxon Mobil Corp
Reduce 100%
0.00%
$0.00
+4.09%
+5.09%
MCD - McDonalds Corp
Reduce 100%
0.00%
$0.00
+15.27%
+22.62%
DIS - The Walt Disney Co
Reduce 100%
0.00%
$0.00
+23.51%
+1.59%
GD - General Dynamics Corp
Reduce 100%
0.00%
$0.00
-1.06%
+7.33%
TJX - TJX Companies
Reduce 100%
0.00%
$0.00