Argus Investors' Counsel, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

Nvidia Corp, Apple Inc, Costco Whsl Corp, Eli Lilly and Company, JPMorgan Chase & Co, Alphabet Inc, Microsoft Corp, McDonalds Corp, Adobe Inc, BlackRock Inc, Visa Inc, Old Dominion Frt Line, Air Prods & Chems Inc, Stryker Corp, Union Pac Corp, Exxon Mobil Corp, Home Depot Inc, Automatic Data Processing Inc, NextEra Energy Inc, S&P Global Inc, Broadcom Inc, American Express Co, Netflix Inc, American Twr Corp-REIT, Amazon.com Inc, Thermo Fisher Scientific, Analog Devices Inc, Illinois Tool Wks Inc, Zoetis Inc, Caterpillar Inc, TJX Companies, Nucor Corp, PepsiCo Inc, Walmart Inc, Meta Platforms Inc, Texas Instruments Inc, Johnson & Johnson, Procter & Gamble Co, Cisco Sys Inc, Becton Dickinson & Co, Corning Inc, Microchip Tech Inc, Emerson Elec Co, Abbott Labs, Morgan Stanley, Marriott International, Charles Schwab Corp, General Dynamics Corp, Amgen Inc, Walt Disney Co (The), Quanta Services Inc, Verizon Communications Inc, International Paper Co, US Bancorp, Pfizer Inc, Autodesk Inc, Archer-Daniels-Midland Co, PayPal Hldgs Inc, United Rentals Inc, Northrop Grumman Corp, Applied Materials Inc, Chevron Corp, Vanguard Short-Term Bd ETF, Intel Corp, Merck & Co Inc, Wells Fargo & Co, Hologic Inc, iShares Russell 1000 Grw ETF, UnitedHealth Group Inc, Danaher Corp, Mastercard Inc CL A, Lockheed Martin Corp, Moderrna Inc, HCA Healthcare Inc, Vanguard Interm-Tm Corp Bd Idx.

In the first quarter of 2023, Argus Investors' Counsel, Inc. made significant changes to its holdings. The 13F Holdings Comparison report shows the comparison between the holdings of the company in the first quarter and the second quarter of 2023. These changes provide valuable insights into the investment strategy and portfolio adjustments made by Argus Investors' Counsel, Inc.

One notable change is the decrease in holdings of Nvidia Corp. In the first quarter, Argus Investors' Counsel, Inc. held 16,656 shares of Nvidia Corp, but this decreased to 13,003 shares in the second quarter. This represents a decrease of 18.9% in holdings. Similarly, the holdings of Apple Inc also saw a slight decrease of 18.6% from 26,501 shares in the first quarter to 26,725 shares in the second quarter.

On the other hand, Argus Investors' Counsel, Inc. increased its holdings in certain companies. For example, the holdings of Adobe Inc increased by 29.8%, from 6,323 shares in the first quarter to 6,469 shares in the second quarter. Another notable increase is in Microchip Tech Inc, where the holdings increased by a significant 50.4%, from 11,831 shares to 16,635 shares.

Apart from these individual changes, there are some overall trends seen in Argus Investors' Counsel, Inc.'s portfolio adjustments. The company generally increased its holdings in the technology sector, with companies like Microsoft Corp, Alphabet Inc, and Texas Instruments Inc seeing slight increases in holdings. Additionally, the company also increased its holdings in healthcare-related companies such as Eli Lilly and Company, Thermo Fisher Scientific, and Abbott Labs.

It is important to note that not all changes were positive for Argus Investors' Counsel, Inc. Some companies experienced a decrease in holdings. For instance, Danaher Corp saw a significant decrease of 53.9%, from 6,704 shares to 3,247 shares. Similarly, the holdings of Hologic Inc decreased slightly by 0.5%.

Overall, the 13F Holdings Comparison report provides valuable insights into the portfolio adjustments made by Argus Investors' Counsel, Inc. The changes in holdings reflect the investment decisions and strategies employed by the company. By analyzing the holdings, investors can gain a better understanding of the company's investment approach and potential investment opportunities.

Please note that the data presented in this article is based on publicly available information and should not be considered as financial advice. Investors are advised to conduct their own research and consult with a professional financial advisor before making any investment decisions.