ARGENT CAPITAL MANAGEMENT LLC Q3 2017 Filing

Filed November 15, 2017

Portfolio Value

$2.6T

Holdings

201

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (201 positions)

#StockSharesValue% PortfolioType
101
ICHRIchor Holdings, Ltd.
99,330$2.7B0.10%
102
AXASEURAbraxas Petroleum Corp
1,392,335$2.6B0.10%
103
Blackhawk Network Holdings Inc
58,950$2.6B0.10%
104
BGC Partners, Inc.
171,475$2.5B0.10%
105
JOUTJohnson Outdoors Inc
32,475$2.4B0.09%
106
COHRII-VI Incorporated
57,710$2.4B0.09%
107
Solar Capital Ltd.
106,043$2.3B0.09%
108
JPXAerovironment Inc.
41,145$2.2B0.09%
109
Quanta Services, Inc.
59,185$2.2B0.09%
110
SRSpire Inc
29,049$2.2B0.08%
111
Amphastar Pharmaceuticals, Inc
121,275$2.2B0.08%
112
CPKChesapeake Utilities Corp
27,417$2.1B0.08%
113
WGOWinnebago Industries
47,840$2.1B0.08%
114
SSBUSDSouth State Corporation
23,175$2.1B0.08%
115
Chemical Financial Corporation
39,516$2.1B0.08%
116
Teligent, Inc.
307,175$2.1B0.08%
117
Primo Water Corp.
161,300$1.9B0.07%
118
XXYCross Country Healthcare, Inc.
130,289$1.9B0.07%
119
FMFFormFactor Inc.
108,600$1.8B0.07%
120
IVViShares Core S&P 500 ETF
6,900$1.7B0.07%
121
Asure Software, Inc.
136,175$1.7B0.07%
122
FOXFFox Factory Holding Corp
39,200$1.7B0.07%
123
Daseke, Inc.
128,000$1.7B0.06%
124
LGIHLGI Homes, Inc.
33,645$1.6B0.06%
125
WDRWaddell & Reed Financial, Inc.
81,200$1.6B0.06%
126
OMFOneMain Holdgins, Inc.
56,775$1.6B0.06%
127
BioTelementry, Inc.
47,977$1.6B0.06%
128
GMEDGlobus Medical, Inc.
49,867$1.5B0.06%
129
MSBIMidland States Bancorp, Inc.
43,850$1.4B0.05%
130
CUTREURCutera, Inc.
31,925$1.3B0.05%
131
NVDANVIDIA Corporation
7,197$1.3B0.05%
132
Evolution Petroleum Corporatio
173,410$1.2B0.05%
133
STAG Industrial Inc.
42,825$1.2B0.05%
134
PLNTPlanet Fitness, Inc.
40,965$1.1B0.04%
135
USBU.S. Bancorp
20,111$1.1B0.04%
136
Sucampo Pharmaceuticals, Inc.
90,400$1.1B0.04%
137
GoPro, Inc.
93,325$1.0B0.04%
138
Earthstone Energy Inc.
93,215$1.0B0.04%
139
BRK/BBerkshire Hathaway Cl B
5,297$971.0M0.04%
140
RILYGB. Riley Financial, Inc.
56,675$966.0M0.04%
141
AMATApplied Materials, Inc.
16,810$876.0M0.03%
142
Flotek Industries Inc.
175,175$815.0M0.03%
143
CBS Corporation
13,870$804.0M0.03%
144
HDHome Depot
4,682$766.0M0.03%
145
NVRNVR, Inc.
268$765.0M0.03%
146
DISWalt Disney Co.
7,304$720.0M0.03%
147
Finisar Corporation
31,000$687.0M0.03%
148
Summit Financial Group, Inc.
25,723$660.0M0.03%
149
CDWCDW Corporation
9,832$649.0M0.03%
150
CITCintas Corporation
4,490$648.0M0.03%
151
XOMExxon Mobil Corp
7,626$625.0M0.02%
152
ENOVColfax Corportaion
14,635$609.0M0.02%
153
Blue Baffalo Pet Products, Inc
20,810$590.0M0.02%
154
ADPAutomatic Data Processing
5,215$570.0M0.02%
155
URIUnited Rentals, Inc.
4,072$565.0M0.02%
156
GDGeneral Dynamics Corp
2,668$548.0M0.02%
157
AAgilent Technologies Inc.
8,512$546.0M0.02%
158
WMTWal-Mart Stores Inc.
6,950$543.0M0.02%
159
BFAMBright Horizons Family Solutio
6,235$538.0M0.02%
160
FLEXFlex Ltd
32,047$531.0M0.02%
161
DFSEURDiscover Financial Services
8,143$525.0M0.02%
162
RDNRadian Group, Inc.
27,895$521.0M0.02%
163
Pinnacle Foods Inc.
8,910$509.0M0.02%
164
Vantiv, Inc.
7,167$505.0M0.02%
165
ALSNAllison Transmission Holdings,
13,390$503.0M0.02%
166
XLNXEURXilinx Inc.
6,960$493.0M0.02%
167
CICigna Corp
2,616$489.0M0.02%
168
ServiceMaster Global Holdings
10,365$484.0M0.02%
169
CNOCNO Financial Group, Inc.
20,307$474.0M0.02%
170
KMTKennametal Inc
11,687$471.0M0.02%
171
CTLTEURCatalent, Inc.
11,671$466.0M0.02%
172
LIILennox International Inc.
2,601$466.0M0.02%
173
ATRAptarGroup, Inc.
5,332$460.0M0.02%
174
NetApp, Inc.
10,475$458.0M0.02%
175
TRVTravelers Companies, Inc.
3,656$448.0M0.02%
176
Universal Forest Products, Inc
4,320$424.0M0.02%
177
VMIValmont Industries
2,656$420.0M0.02%
178
DRIDarden Restaurants, Inc.
5,132$404.0M0.02%
179
CHTRCharter Communications, Inc.
1,108$403.0M0.02%
180
INC Research Holdings Inc
7,677$402.0M0.02%
181
IBMInternational Business Machine
2,663$386.0M0.01%
182
LEGLegget & Platt
8,057$385.0M0.01%
183
RSReliance Steel & Aluminum Co.
4,987$380.0M0.01%
184
Juniper Networks
13,502$376.0M0.01%
185
4I1Philip Morris International
3,260$362.0M0.01%
186
AXTAAxalta Coating Systems Ltd.
12,470$361.0M0.01%
187
HCA Healthcare Inc.
4,360$347.0M0.01%
188
OMCOmnicom Group
4,600$341.0M0.01%
189
CSCOCisco Systems, Inc.
9,976$335.0M0.01%
190
IEMGiShares Core MSCI Emerging Mar
6,070$328.0M0.01%
191
IDV*iShares International Select D
9,585$324.0M0.01%
192
ABBVAbbVie Inc.
3,560$316.0M0.01%
193
Nuance Communications, Inc.
18,845$296.0M0.01%
194
MMM3M Company
1,377$289.0M0.01%
195
BRK-B1/100 Berkshire Hthwy Cl A (Sc
100$275.0M0.01%
196
Canadian Pac Ltd New
1,600$269.0M0.01%
197
CBSHCommerce Bancshares Inc.
4,390$254.0M0.01%
198
PSXPhillips 66
2,700$247.0M0.01%
199
KOCoca-Cola
5,485$247.0M0.01%
200
MOAltria Group, Inc.
3,900$247.0M0.01%
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