Pricing

ARGUS INVESTORS COUNSEL, INC.

0 followers ยท
STAMFORD CT Investment Advisor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Argus Investors Counsel is based out of Stamford. Argus Investors Counsel is a large advisory firm with 294 clients and discretionary assets under management (AUM) of $143,037,297 (Form ADV from 2024-01-12). Their last reported 13F filing for Q4 2023 included $155,751,520 in managed 13F securities and a top 10 holdings concentration of 27.12%. Argus Investors Counsel's largest holding is NVIDIA Corp. with shares held of 12,306. Whalewisdom has at least 98 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
APD Air Products & Chemi 0.89%
MRK Merck & Co 0.71%
LLY Lilly (Eli) & Co. 0.45%
MRNA Moderna Inc 0.38%
MBB iShares MBS ETF-iSha 0.33%

2023-12-31

13F Holdings Summary

Name $ Change
NVDA NVIDIA Corp. 3.91%
AAPL Apple Inc 3.37%
COST Costco Co. 3.27%
JPM JPMorgan Chase & Co. 2.69%
GOOGL Alphabet Inc. Class 2.57%

2023-12-31

13F Activity

Market Value $156m, Prior: $139m
New Purchases 9 stocks
Added To 44 stocks
Sold out of 6 stocks
Reduced holdings in 36 stocks
Top 10 Holdings % 27.12%
Turnover %[1] 15.31%
Turnover Alt %[2] 3.71%
Time Held Top 20 10.5 quarters
Time Held Top 10 8.8 quarters
Time Held All 35.77 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance