Institutional Investor · CIK 0001120926
ARGENT CAPITAL MANAGEMENT LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
157
Total Value
$3.17B
Total Shares
18.93M
Latest Filing
May 21, 2026
CIK
0001120926
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-21 | 703,639 | $202.34M | 0.0058% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-03-31 | 2026-05-21 | 1,153,010 | $201.08M | 0.0048% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-05-21 | 871,185 | $181.44M | 0.0081% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-21 | 432,171 | $159.98M | 0.0058% | SH | — | View |
HCA Healthcare, Inc.(HCA) | Healthcare | Medical - Care Facilities | 2026-03-31 | 2026-05-21 | 215,781 | $102.12M | 0.0973% | SH | — | View |
Mastercard Incorporated(MA.NE) | Financial Services | Financial - Credit Services | 2026-03-31 | 2026-05-21 | 200,874 | $100.37M | 0.0010% | SH | — | View |
| Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-21 | 587,429 | $99.66M | 0.0142% | SH | — | View | |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-03-31 | 2026-05-21 | 313,580 | $97.06M | 0.0066% | SH | — | View |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2026-03-31 | 2026-05-21 | 346,110 | $87.84M | 0.0002% | SH | — | View |
| Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-21 | 75,265 | $87.23M | 0.1346% | SH | — | View | |
United Rentals, Inc.(URI) | Industrials | Rental & Leasing Services | 2026-03-31 | 2026-05-21 | 111,116 | $80.96M | 0.1774% | SH | — | View |
Applied Materials, Inc.(AMAT) | Technology | Semiconductors | 2026-03-31 | 2026-05-21 | 234,016 | $79.98M | 0.0295% | SH | — | View |
D.R. Horton, Inc.(DHI) | Consumer Cyclical | Residential Construction | 2026-03-31 | 2026-05-21 | 507,523 | $69.64M | 0.1790% | SH | — | View |
Danaher Corporation(DHR) | Healthcare | Medical - Diagnostics & Research | 2026-03-31 | 2026-05-21 | 322,260 | $61.10M | 0.0455% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-03-31 | 2026-05-21 | 204,904 | $60.27M | 0.0076% | SH | — | View |
Murphy USA Inc.(MUSA) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-05-21 | 120,234 | $59.39M | 0.6509% | SH | — | View |
| Industrials | Industrial - Machinery | 2026-03-31 | 2026-05-21 | 162,990 | $58.30M | 0.0420% | SH | — | View | |
| Financial Services | Insurance - Property & Casualty | 2026-03-31 | 2026-05-21 | 290,215 | $57.53M | 0.0497% | SH | — | View | |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-21 | 96,408 | $55.16M | 0.0038% | SH | — | View |
NextEra Energy, Inc. Series…(NEE-PN) | Utilities | Regulated Electric | 2026-03-31 | 2026-05-21 | 576,293 | $53.53M | 0.0090% | SH | — | View |
| Industrials | Waste Management | 2026-03-31 | 2026-05-21 | 311,473 | $50.60M | 0.1226% | SH | — | View | |
| Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-05-21 | 536,802 | $49.55M | 0.0648% | SH | — | View | |
Fortinet, Inc.(FTNT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-21 | 560,811 | $45.83M | 0.0765% | SH | — | View |
| Financial Services | Banks - Regional | 2026-03-31 | 2026-05-21 | 199,075 | $41.43M | 0.0496% | SH | — | View | |
US Foods Holding Corp.(USFD) | Consumer Defensive | Food Distribution | 2026-03-31 | 2026-05-21 | 406,326 | $37.47M | 0.1845% | SH | — | View |
Medpace Holdings, Inc.(MEDP) | Healthcare | Medical - Diagnostics & Research | 2026-03-31 | 2026-05-21 | 76,590 | $36.78M | 0.2682% | SH | — | View |
Ferguson plc(FERG) | Industrials | Industrial - Distribution | 2026-03-31 | 2026-05-21 | 146,575 | $34.19M | 0.0756% | SH | — | View |
| Industrials | Industrial - Distribution | 2026-03-31 | 2026-05-21 | 239,776 | $31.92M | 0.5412% | SH | — | View | |
| Technology | Software - Application | 2026-03-31 | 2026-05-21 | 91,158 | $31.21M | 0.2162% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 279,263 | $31.12M | 0.0483% | SH | — | View | |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-21 | 144,848 | $29.97M | 0.0073% | SH | — | View |
Viatris Inc.(VTRS) | Healthcare | Drug Manufacturers - Specialty & Generic | 2026-03-31 | 2026-05-21 | 2,160,900 | $29.19M | 0.1856% | SH | — | View |
Houlihan Lokey, Inc.(HLI) | Financial Services | Financial - Capital Markets | 2026-03-31 | 2026-05-21 | 202,422 | $29.07M | 0.2913% | SH | — | View |
Amgen Inc.(AMGN) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-21 | 75,772 | $26.66M | 0.0140% | SH | — | View |
| Financial Services | Financial - Credit Services | 2026-03-31 | 2026-05-21 | 465,727 | $24.91M | 0.4031% | SH | — | View | |
Patrick Industries, Inc.(PATK) | Consumer Cyclical | Furnishings, Fixtures & Appliances | 2026-03-31 | 2026-05-21 | 216,336 | $24.03M | 0.6577% | SH | — | View |
| Financial Services | Financial - Capital Markets | 2026-03-31 | 2026-05-21 | 250,749 | $23.57M | 0.0144% | SH | — | View | |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-21 | 185,453 | $22.31M | 0.0075% | SH | — | View |
RLI Corp.(RLI) | Financial Services | Insurance - Property & Casualty | 2026-03-31 | 2026-05-21 | 374,447 | $21.36M | 0.4073% | SH | — | View |
| Industrials | Waste Management | 2026-03-31 | 2026-05-21 | 96,106 | $21.05M | 0.0312% | SH | — | View | |
| Technology | Semiconductors | 2026-03-31 | 2026-05-21 | 103,462 | $20.09M | 0.0114% | SH | — | View | |
| Basic Materials | Chemicals - Specialty | 2026-03-31 | 2026-05-21 | 267,273 | $19.39M | 0.1047% | SH | — | View | |
PepsiCo, Inc.(PEP) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-03-31 | 2026-05-21 | 122,079 | $18.96M | 0.0089% | SH | — | View |
Garmin Ltd.(GRMN) | Technology | Hardware, Equipment & Parts | 2026-03-31 | 2026-05-21 | 81,569 | $18.92M | 0.0423% | SH | — | View |
| Consumer Cyclical | Home Improvement | 2026-03-31 | 2026-05-21 | 57,129 | $18.79M | 0.0057% | SH | — | View | |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-21 | 75,180 | $18.38M | 0.0031% | SH | — | View |
| Utilities | Regulated Electric | 2026-03-31 | 2026-05-21 | 155,296 | $17.98M | 0.0477% | SH | — | View | |
Medtronic plc(MDT) | Healthcare | Medical - Devices | 2026-03-31 | 2026-05-21 | 199,599 | $17.30M | 0.0155% | SH | — | View |
| Healthcare | Medical - Diagnostics & Research | 2026-03-31 | 2026-05-21 | 33,602 | $16.52M | 0.0090% | SH | — | View | |
ServiceNow, Inc.(NOW) | Technology | Software - Application | 2026-03-31 | 2026-05-21 | 148,085 | $15.48M | 0.0144% | SH | — | View |
Analog Devices, Inc.(ADI) | Technology | Semiconductors | 2026-03-31 | 2026-05-21 | 47,184 | $15.01M | 0.0097% | SH | — | View |
| Technology | Communication Equipment | 2026-03-31 | 2026-05-21 | 33,565 | $14.57M | 0.0202% | SH | — | View | |
| Industrials | Security & Protection Services | 2026-03-31 | 2026-05-21 | 88,824 | $14.56M | 0.2301% | SH | — | View | |
| Real Estate | REIT - Industrial | 2026-03-31 | 2026-05-21 | 109,141 | $14.31M | 0.0517% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 287,415 | $13.91M | 0.0798% | SH | — | View | |
| Industrials | Industrial - Distribution | 2026-03-31 | 2026-05-21 | 149,087 | $13.76M | 0.2670% | SH | — | View | |
| Industrials | Construction | 2026-03-31 | 2026-05-21 | 79,773 | $13.69M | 0.1939% | SH | — | View | |
| Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-21 | 21,416 | $12.94M | 0.0093% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 179,683 | $11.77M | 0.2873% | SH | — | View | |
Oracle Corporation(ORCL) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-21 | 70,140 | $10.32M | 0.0024% | SH | — | View |
| Industrials | Engineering & Construction | 2026-03-31 | 2026-05-21 | 6,985 | $9.63M | 0.0198% | SH | — | View | |
| Financial Services | Financial - Capital Markets | 2026-03-31 | 2026-05-21 | 28,855 | $8.68M | 0.0361% | SH | — | View | |
Fabrinet(FN) | Technology | Hardware, Equipment & Parts | 2026-03-31 | 2026-05-21 | 16,211 | $8.45M | 0.0452% | SH | — | View |
| Financial Services | Banks - Regional | 2026-03-31 | 2026-05-21 | 93,929 | $7.99M | 0.1651% | SH | — | View | |
NRG Energy, Inc.(NRG) | Utilities | Independent Power Producers | 2026-03-31 | 2026-05-21 | 54,506 | $7.97M | 0.0258% | SH | — | View |
AMETEK, Inc.(AME) | Industrials | Electrical Equipment & Parts | 2026-03-31 | 2026-05-21 | 33,528 | $7.19M | 0.0146% | SH | — | View |
| Technology | Semiconductors | 2026-03-31 | 2026-05-21 | 6,521 | $7.13M | 0.0133% | SH | — | View | |
| Real Estate | Real Estate - Services | 2026-03-31 | 2026-05-21 | 50,787 | $7.06M | 0.1105% | SH | — | View | |
TechnipFMC plc(FTI) | Energy | Oil & Gas Equipment & Services | 2026-03-31 | 2026-05-21 | 101,184 | $6.99M | 0.0254% | SH | — | View |
| Real Estate | Real Estate - Services | 2026-03-31 | 2026-05-21 | 64,980 | $6.95M | 0.1305% | SH | — | View | |
| Consumer Cyclical | Furnishings, Fixtures & Appliances | 2026-03-31 | 2026-05-21 | 91,161 | $6.74M | 0.0439% | SH | — | View | |
| Healthcare | Medical - Care Facilities | 2026-03-31 | 2026-05-21 | 70,235 | $6.58M | 0.3763% | SH | — | View | |
UL Solutions Inc.(ULS) | Industrials | Specialty Business Services | 2026-03-31 | 2026-05-21 | 76,644 | $6.57M | 0.0381% | SH | — | View |
| Technology | Software - Application | 2026-03-31 | 2026-05-21 | 90,549 | $6.48M | 0.1053% | SH | — | View | |
| Consumer Cyclical | Travel Lodging | 2026-03-31 | 2026-05-21 | 21,139 | $6.43M | 0.0093% | SH | — | View | |
| Industrials | Industrial - Pollution & Treatment Controls | 2026-03-31 | 2026-05-21 | 57,275 | $6.19M | 0.0939% | SH | — | View | |
Cintas Corporation(CTAS) | Industrials | Specialty Business Services | 2026-03-31 | 2026-05-21 | 36,397 | $6.16M | 0.0091% | SH | — | View |
Vertiv Holdings Co(VRT) | Industrials | Electrical Equipment & Parts | 2026-03-31 | 2026-05-21 | 24,478 | $6.13M | 0.0064% | SH | — | View |
Woodward, Inc.(WWD) | Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-21 | 16,806 | $6.02M | 0.0282% | SH | — | View |
| Industrials | Waste Management | 2026-03-31 | 2026-05-21 | 73,097 | $5.80M | 0.1167% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 55,236 | $5.49M | 0.0995% | SH | — | View | |
OSI Systems, Inc.(OSIS) | Technology | Hardware, Equipment & Parts | 2026-03-31 | 2026-05-21 | 19,877 | $5.28M | 0.1206% | SH | — | View |
CACI International Inc(CACI) | Technology | Information Technology Services | 2026-03-31 | 2026-05-21 | 9,483 | $5.16M | 0.0429% | SH | — | View |
| Industrials | Integrated Freight & Logistics | 2026-03-31 | 2026-05-21 | 30,212 | $5.02M | 0.0256% | SH | — | View | |
| Basic Materials | Chemicals - Specialty | 2026-03-31 | 2026-05-21 | 140,145 | $4.78M | 0.0575% | SH | — | View | |
HEICO Corporation(HEI-A) | Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-21 | 22,142 | $4.67M | 0.0159% | SH | — | View |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-21 | 16,076 | $4.61M | 0.0001% | SH | — | View |
TopBuild Corp.(BLD) | Industrials | Engineering & Construction | 2026-03-31 | 2026-05-21 | 13,073 | $4.59M | 0.0465% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-21 | 31,725 | $3.94M | 0.0004% | SH | — | View |
| Industrials | Engineering & Construction | 2026-03-31 | 2026-05-21 | 90,530 | $3.67M | 0.0209% | SH | — | View | |
| Industrials | Manufacturing - Tools & Accessories | 2026-03-31 | 2026-05-21 | 5,921 | $3.22M | 0.0204% | SH | — | View | |
| Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-21 | 2,480 | $2.47M | 0.0006% | SH | — | View | |
| Industrials | Industrial - Machinery | 2026-03-31 | 2026-05-21 | 9,685 | $2.43M | 0.0458% | SH | — | View | |
| Consumer Cyclical | Residential Construction | 2026-03-31 | 2026-05-21 | 37,404 | $2.41M | 0.0867% | SH | — | View | |
ePlus inc.(PLUS) | Technology | Software - Application | 2026-03-31 | 2026-05-21 | 29,906 | $2.25M | 0.1131% | SH | — | View |
CorVel Corporation(CRVL) | Financial Services | Insurance - Brokers | 2026-03-31 | 2026-05-21 | 40,531 | $2.22M | 0.0791% | SH | — | View |
| Industrials | Construction | 2026-03-31 | 2026-05-21 | 5,308 | $2.21M | 0.0024% | SH | — | View | |
| Consumer Cyclical | Auto - Parts | 2026-03-31 | 2026-05-21 | 10,169 | $2.20M | 0.0193% | SH | — | View | |
Magnolia Oil & Gas…(MGY) | Energy | Oil & Gas Exploration & Production | 2026-03-31 | 2026-05-21 | 63,895 | $2.02M | 0.0345% | SH | — | View |
IES Holdings, Inc.(IESC) | Industrials | Engineering & Construction | 2026-03-31 | 2026-05-21 | 4,049 | $1.93M | 0.0203% | SH | — | View |
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