ARGUS INVESTORS COUNSEL, INC.

HTTPS://WWW.ARGUSINVEST.COM STAMFORD, CT Investment Advisor How do I update this listing?

Argus Investors Counsel is based out of Stamford. Argus Investors Counsel is a large advisory firm with 1 clients and discretionary assets under management (AUM) of $214,415,136 (Form ADV from 2020-07-06). Their last reported 13F filing for Q2 2020 included $206,043,000 in managed 13F securities and a top 10 holdings concentration of 25.68%. Argus Investors Counsel's largest holding is NVIDIA Corp. with shares held of 17,077. Argus Investors Counsel has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 83 13F filings

Subscription Required

Equal-WT
WhaleScore 2.0

?

83

S&P 500
WhaleScore

?

Subscription Required

Original
WhaleScore

?
Download 13F Summary to Excel Create Email Alert

06/30/2020

13F Activity

  • Market Value $206.043 Million
  • Prior Market Value $168.05 Million
  • New Purchases1 stock
  • Additional Purchases46 stocks
  • Sold out of0 stocks
  • Reduced holdings in18 stocks
  • Top 10 Holdings % 25.68 %
  • Turnover % [1]:1.45%
  • Turnover Alt % [2]: 4.59 %
  • Time Held Top20:4.05 quarters
  • Time Held Top10:3.20 quarters
  • Time Held All:41.25 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 32.41%
Performance Last 4 Quarters: 13.29%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ARGUS INVESTORS' COUNSEL, INC.
SOUNDVIEW PLAZA 1266 EAST MAIN STREET, FOURTH FLOOR
STAMFORD CT    06902-3507
Country: United States

Business Phone: 203-316-9000
Fax: 203-356-0513
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NY
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 1
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

ARGUS INVESTORS' COUNSEL, INC.

ownership team - last updated 2020-06-09
Name Title Start Date Direct/Indirect % Ownership
WAGONER, SHARON, D CHAIRMAN, PRESIDENT, SECRETARY AND DIRECTOR 07/01/1991 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARGUS INVESTORS' COUNSEL, INC. CHAIRMAN, PRESIDENT, SECRETARY AND DIRECTOR direct 1991-07-01
ARGUS INVESTORS' COUNSEL INC CHAIRMAN, SECRETARY, DIRECTOR direct 1991-07-01 2004-01-20
ARGUS INVESTORS' COUNSEL, INC. CHAIRMAN, SECRETARY, DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 1991-07-01 2009-12-24
ARGUS INVESTORS' COUNSEL, INC. CHAIRMAN, PRESIDENT, SECRETARY, DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 1991-07-01 2014-01-31
THE ARGUS RESEARCH GROUP, INC. PARENT COMPANY 11/01/1983 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARGUS INVESTORS' COUNSEL, INC. PARENT COMPANY direct 1983-11-01
ARGUS INVESTORS' COUNSEL INC PARENT CO. direct 1983-11-01 2004-01-20
ARGUS INVESTORS' COUNSEL INC PARENT COMPANY direct 1983-10-01 2005-10-21
COLEMAN, DARYL, D DIRECTOR 07/01/1991 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARGUS INVESTORS' COUNSEL, INC. DIRECTOR direct 1991-07-01
HEAL, KEVIN, MICHAEL CCO 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARGUS INVESTORS' COUNSEL, INC. CCO direct 2018-11-01

ARGUS INVESTORS' COUNSEL, INC.

ownership team - last updated 2020-01-13
Name Title Start Date Direct/Indirect % Ownership

ARGUS INVESTORS' COUNSEL, INC.

ownership team - last updated 2019-01-08
Name Title Start Date Direct/Indirect % Ownership
WAGONER, SHARON, D CHAIRMAN, PRESIDENT, SECRETARY AND DIRECTOR 07/01/1991 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARGUS INVESTORS' COUNSEL, INC. CHAIRMAN, PRESIDENT, SECRETARY AND DIRECTOR direct 1991-07-01
ARGUS INVESTORS' COUNSEL INC CHAIRMAN, SECRETARY, DIRECTOR direct 1991-07-01 2004-01-20
ARGUS INVESTORS' COUNSEL, INC. CHAIRMAN, SECRETARY, DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 1991-07-01 2009-12-24
ARGUS INVESTORS' COUNSEL, INC. CHAIRMAN, PRESIDENT, SECRETARY, DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 1991-07-01 2014-01-31
THE ARGUS RESEARCH GROUP, INC. PARENT COMPANY 11/01/1983 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARGUS INVESTORS' COUNSEL, INC. PARENT COMPANY direct 1983-11-01
ARGUS INVESTORS' COUNSEL INC PARENT CO. direct 1983-11-01 2004-01-20
ARGUS INVESTORS' COUNSEL INC PARENT COMPANY direct 1983-10-01 2005-10-21
COLEMAN, DARYL, D DIRECTOR 07/01/1991 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARGUS INVESTORS' COUNSEL, INC. DIRECTOR direct 1991-07-01
HEAL, KEVIN, MICHAEL CCO 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARGUS INVESTORS' COUNSEL, INC. CCO direct 2018-11-01

ARGUS INVESTORS' COUNSEL, INC.

ownership team - last updated 2017-05-30
Name Title Start Date Direct/Indirect % Ownership
DORSEY, FERN, LYNETTE TREASURER AND DIRECTOR 07/01/1991 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARGUS INVESTORS' COUNSEL, INC. TREASURER AND DIRECTOR direct 1991-07-01
ARGUS INVESTORS' COUNSEL INC TREASURER direct 1992-10-01 2005-01-31
ARGUS INVESTORS' COUNSEL, INC. TREASURER AND DIRECTOR direct 1992-10-01 2006-01-26
WAGONER, SHARON, D CHAIRMAN, PRESIDENT, SECRETARY AND DIRECTOR 07/01/1991 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARGUS INVESTORS' COUNSEL, INC. CHAIRMAN, PRESIDENT, SECRETARY AND DIRECTOR direct 1991-07-01
ARGUS INVESTORS' COUNSEL INC CHAIRMAN, SECRETARY, DIRECTOR direct 1991-07-01 2004-01-20
ARGUS INVESTORS' COUNSEL, INC. CHAIRMAN, SECRETARY, DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 1991-07-01 2009-12-24
ARGUS INVESTORS' COUNSEL, INC. CHAIRMAN, PRESIDENT, SECRETARY, DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 1991-07-01 2014-01-31
THE ARGUS RESEARCH GROUP, INC. PARENT COMPANY 11/01/1983 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARGUS INVESTORS' COUNSEL, INC. PARENT COMPANY direct 1983-11-01
ARGUS INVESTORS' COUNSEL INC PARENT CO. direct 1983-11-01 2004-01-20
ARGUS INVESTORS' COUNSEL INC PARENT COMPANY direct 1983-10-01 2005-10-21
TANDLICH, SETH, J. CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARGUS INVESTORS' COUNSEL, INC. CHIEF COMPLIANCE OFFICER direct 2015-01-01
COLEMAN, DARYL, D DIRECTOR 07/01/1991 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARGUS INVESTORS' COUNSEL, INC. DIRECTOR direct 1991-07-01

WhaleScore history for ARGUS INVESTORS COUNSEL, INC.

You must have a subscription to view WhaleScore histories

Elevate your investments