10,000+ stock pitches from top investors available on joinyellowbrick.com
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.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
---|---|---|---|---|---|---|---|
Stock | Put/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 |