ARGUS INVESTORS' COUNSEL, INC.
•CIK: 7195•Filing: Q4 2025
**ARGUS INVESTORS' COUNSEL, INC.** manages $125M across a diversified portfolio of 105 positions. The fund exhibits significant conviction in technology and industrials, with top holdings including NVDA at $5.7M and GOOGL at $5.6M. Further substantial allocations are directed toward AAPL ($4.8M), JPM ($4.4M), and LLY ($4.4M), indicating a focus on established market leaders. This concentrated exposure suggests a tactical, growth-oriented mandate within large-cap sectors.
Total AUM
$125.2M
QoQ Performance
-0.5%
Positions
105
Top 10 Concentration
34.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA4.5%
GOOGL4.5%
AAPL3.8%
JPM3.5%
LLY3.5%
META3.3%
COST3.2%
PWR2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.3%
Technology23.4%
Financial14.8%
Consumer8.6%
Healthcare4.9%
Industrial1.3%
Communication1.0%
Materials0.9%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW4 new positions
↑46 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023