Argus Investors' Counsel, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison

Argus Investors' Counsel, Inc. recently released its Q2 2023 and Q3 2023 13F Holdings Comparison report, providing a comprehensive overview of the changes in holdings of various funds. In this article, we will delve into the details and analyze the significant shifts in the fund's portfolio.

Nvidia Corp (NVDA):

- In Q2 2023, Argus Investors' Counsel held 13,003 shares of Nvidia Corp.

- However, in Q3 2023, the fund's holdings decreased to 12,611 shares.

- The value of the fund's holdings in Nvidia Corp remained relatively stable, with a slight decline of 0.3%.

Apple Inc (AAPL):

- Argus Investors' Counsel had 26,725 shares of Apple Inc in Q2 2023.

- In Q3 2023, the fund's holdings remained almost unchanged, with 26,797 shares.

- However, there was a significant decrease in the value of the holdings, with a decline of 11.5%.

Costco Wholesale Corp (COST):

- The fund's holdings in Costco Wholesale Corp were 7,843 shares in Q2 2023.

- In Q3 2023, the number of shares decreased to 7,804.

- Despite the slight decrease in shares, there was a 4.4% increase in the value of the fund's holdings.

Eli Lilly and Company (LLY):

- Argus Investors' Counsel held 7,708 shares of Eli Lilly and Company in Q2 2023.

- In Q3 2023, the fund's holdings slightly increased to 7,768 shares.

- The value of the holdings also increased by 15.4%, indicating a positive growth trend.

Alphabet Inc (GOOGL):

- The fund's holdings in Alphabet Inc were 28,607 shares in Q2 2023.

- In Q3 2023, the number of shares increased slightly to 28,698.

- There was also a 9.7% increase in the value of the fund's holdings, reflecting a positive performance.

JPMorgan Chase & Co (JPM):

- In Q2 2023, Argus Investors' Counsel held 24,570 shares of JPMorgan Chase & Co.

- In Q3 2023, the number of shares decreased slightly to 24,514.

- The value of the holdings also declined by 0.5%.

Old Dominion Freight Line (ODFL):

- The fund's holdings in Old Dominion Freight Line were 7,947 shares in Q2 2023.

- In Q3 2023, the number of shares increased to 8,085.

- The value of the fund's holdings in ODFL also saw a significant growth of 12.6%.

Adobe Inc (ADBE):

- Argus Investors' Counsel held 6,469 shares of Adobe Inc in Q2 2023.

- In Q3 2023, the number of shares decreased to 5,973.

- The value of the fund's holdings declined by 3.7%.

Microsoft Corp (MSFT):

- The fund's holdings in Microsoft Corp were 9,631 shares in Q2 2023.

- In Q3 2023, the number of shares decreased slightly to 9,413.

- There was also a decline of 9.4% in the value of the fund's holdings.

These are just a few examples of the changes in holdings of Argus Investors' Counsel, Inc. The complete 13F Holdings Comparison report provides a detailed analysis of all the stocks held by the fund and highlights the significant shifts in their portfolio. It is important for investors and analysts to closely monitor these changes as they can provide valuable insights into the investment strategies of funds like Argus Investors' Counsel, Inc.