ARGENT CAPITAL MANAGEMENT LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$3.1T

Holdings

151

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (151 positions)

#StockSharesValue% PortfolioType
101
AMGNAmgen Inc.
2,730$786.3M0.03%
102
XOMExxon Mobil Corp
7,633$763.2M0.02%
103
LPLALPL Financial Holdings Inc.
3,250$739.8M0.02%
104
PLUSePlus, Inc.
9,188$733.6M0.02%
105
ABTAbbott Laboratories
6,632$730.0M0.02%
106
SBUXStarbucks Corp
7,200$691.3M0.02%
107
EXPOExponent, Inc.
7,265$639.6M0.02%
108
SKYSkyline Champion Corporation
8,459$628.2M0.02%
109
RLIRLI Corp
4,583$610.1M0.02%
110
KOCoca-Cola
10,310$607.6M0.02%
111
YUMYum! Brands
4,500$588.0M0.02%
112
ASGNASGN Incorporated
5,917$569.0M0.02%
113
UFPIUFP Industries, Inc.
4,508$566.0M0.02%
114
RTXRaytheon Technologies Corp.
6,660$560.4M0.02%
115
GRBKGreen Brick Partners Inc.
10,507$545.7M0.02%
116
DYHTarget Corporation
3,815$543.3M0.02%
117
BRK-B1/100 Berkshire Hthwy Cl A (Schwab cusip)
100$542.6M0.02%
118
PANWPalo Alto Networks, Inc.
1,800$530.8M0.02%
119
ADIAnalog Devices, Inc.
2,648$525.8M0.02%
120
HLNEHamilton Lane Incorporated
4,155$471.3M0.02%
121
ADBEAdobe Inc.
770$459.4M0.01%
122
IJRiShares Core S&P Smallcap - ETF
4,186$453.1M0.01%
123
RBCRBC Bearings Incorporated
1,586$451.8M0.01%
124
Argent Mid Cap ETF
14,424$436.8M0.01%
125
DISThe Walt Disney Company
4,685$423.0M0.01%
126
BKBank of New York Mellon Corp
7,680$399.7M0.01%
127
SCHMSchwab US Mid-Cap ETF
5,234$394.2M0.01%
128
CARRCarrier Global Corporation
6,660$382.6M0.01%
129
QLYSQualys, Inc.
1,800$353.3M0.01%
130
HRIHerc Holdings, Inc.
2,345$349.1M0.01%
131
MGYMagnolia Oil & Gas Corporation
16,343$347.9M0.01%
132
KMBKimberly-Clark Corp.
2,823$343.0M0.01%
133
GISGeneral Mills, Inc.
5,250$342.0M0.01%
134
SEMSelect Medical Holdings Corporation
13,661$321.0M0.01%
135
LOWLowe's Companies Inc.
1,406$312.9M0.01%
136
ARAntero Resources Corporation
13,091$296.9M0.01%
137
BB4Axos Financials, Inc.
5,432$296.6M0.01%
138
CNCCentene Corporation
3,965$294.2M0.01%
139
ELEstee Lauder
2,000$292.5M0.01%
140
BCPCBalchem Corporation
1,957$291.1M0.01%
141
ENVUSDEnvestnet, Inc.
5,532$273.9M0.01%
142
UNPUnion Pacific Corporation
1,090$267.8M0.01%
143
TJXTJX Co.
2,700$253.3M0.01%
144
VLTOVeralto Corp
3,076$253.0M0.01%
145
GBCIGlacier Bancorp, Inc.
5,935$245.2M0.01%
146
LMTLockheed Martin Corporation
490$222.1M0.01%
147
AQLTiShares Core MSCI EAFE ETF
3,140$220.9M0.01%
148
ALGAlamo Group Inc.
1,039$218.4M0.01%
149
QCOMQUALCOMM Incorporated
1,500$216.9M0.01%
150
CSLCarlisle Companies, Inc.
690$215.6M0.01%
151
PKGPackaging Corp. of America
1,290$210.2M0.01%
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