ARGENT CAPITAL MANAGEMENT LLC Q1 2024 Filing

Filed April 29, 2024

Portfolio Value

$3.4B

Holdings

151

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (151 positions)

#StockSharesValue% PortfolioType
101
GRBKGreen Brick Partners Inc.
11,825$712.2B20756.21%
102
ASGNASGN Incorporated
6,549$686.1B19994.21%
103
RTXRaytheon Technologies Corp.
6,660$649.5B18929.82%
104
BRK-B1/100 Berkshire Hthwy Cl A (Schwab cusip)
100$634.4B18489.47%
105
UFPIUFP Industries, Inc.
5,133$631.4B18401.17%
106
KOCoca-Cola
10,310$630.8B18382.40%
107
SBUXStarbucks Corp
6,865$627.4B18284.07%
108
YUMYum! Brands
4,500$623.9B18183.03%
109
DYHTarget Corporation
3,495$619.4B18050.05%
110
PLUSePlus, Inc.
7,881$619.0B18038.75%
111
Argent Mid Cap ETF
17,549$600.7B17506.25%
112
HLNEHamilton Lane Incorporated
5,279$595.3B17347.65%
113
IVViShares Core S&P 500 ETF
1,124$590.9B17221.20%
114
NKENike Inc, Cl. B
6,200$582.7B16980.92%
115
DISThe Walt Disney Company
4,685$573.3B16706.42%
116
RBCRBC Bearings Incorporated
2,046$553.1B16120.03%
117
ADIAnalog Devices, Inc.
2,648$523.7B15263.58%
118
PANWPalo Alto Networks, Inc.
1,800$511.4B14904.71%
119
MGYMagnolia Oil & Gas Corporation
18,564$481.7B14039.22%
120
SEMSelect Medical Holdings Corporation
15,557$469.0B13669.34%
121
IJRiShares Core S&P Smallcap - ETF
4,186$462.6B13482.62%
122
HRIHerc Holdings, Inc.
2,692$453.1B13203.64%
123
SCHXSchwab US Large-Cap ETF
6,790$421.4B12280.47%
124
BKBank of New York Mellon Corp
7,280$419.5B12224.72%
125
ADBEAdobe Inc.
770$388.5B11323.27%
126
CARRCarrier Global Corporation
6,660$387.1B11282.59%
127
POSTPost Holdings, Inc.
3,533$375.5B10942.81%
128
ENVUSDEnvestnet, Inc.
6,338$367.0B10696.46%
129
BCPCBalchem Corporation
2,245$347.9B10137.76%
130
LOWLowe's Companies Inc.
1,340$341.3B9947.61%
131
QLYSQualys, Inc.
2,032$339.1B9881.80%
132
BB4Axos Financials, Inc.
5,999$324.2B9447.75%
133
AQLTiShares Core MSCI EAFE ETF
4,340$322.1B9387.39%
134
ELEstee Lauder
2,000$308.3B8984.78%
135
TJXTJX Co.
2,700$273.8B7980.34%
136
GBCIGlacier Bancorp, Inc.
6,783$273.2B7962.42%
137
ALGAlamo Group Inc.
1,187$271.0B7898.56%
138
CSLCarlisle Companies, Inc.
690$270.4B7879.59%
139
CNCCentene Corporation
3,415$268.0B7810.58%
140
GISGeneral Mills, Inc.
3,810$266.6B7769.11%
141
ATKRAtkore Inc.
1,384$263.5B7677.95%
142
NPOEnPro Inc.
1,552$261.9B7633.45%
143
UNPUnion Pacific Corporation
1,053$259.0B7548.79%
144
QCOMQUALCOMM Incorporated
1,500$253.9B7400.86%
145
PKGPackaging Corp. of America
1,290$244.8B7134.67%
146
CSCOCisco Systems, Inc.
4,750$237.1B6909.01%
147
LMTLockheed Martin Corporation
490$222.9B6495.56%
148
MSGSMadison Square Garden Sports Corp
1,176$217.0B6323.91%
149
CPKChesapeake Utilities Corp
1,996$214.2B6241.58%
150
ALRMAlarm.com Holdings, Inc.
2,773$201.0B5856.54%
151
IIIVI3 Verticals, LLC
8,755$200.4B5840.31%
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