ARGENT CAPITAL MANAGEMENT LLC Q4 2025 Filing
Filed January 5, 2026
Portfolio Value
$3.5T
Holdings
159
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (159 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLAlphabet Inc. Class A | 751,898 | $235.3B | 6.68% | |
| 2 | NVDANVIDIA Corporation | 1,247,837 | $232.7B | 6.60% | |
| 3 | MSFTMicrosoft Corporation | 472,969 | $228.7B | 6.49% | |
| 4 | AMZNAmazon.com, Inc. | 943,139 | $217.7B | 6.18% | |
| 5 | AMATApplied Materials, Inc. | 473,227 | $121.6B | 3.45% | |
| 6 | MAMastercard Incorporated | 210,740 | $120.3B | 3.41% | |
| 7 | AVGOBroadcom Inc. | 341,403 | $118.2B | 3.35% | |
| 8 | HCAHCA Healthcare, Inc. | 223,891 | $104.5B | 2.96% | |
| 9 | AAPLApple Inc. | 369,057 | $100.3B | 2.85% | |
| 10 | URIUnited Rentals, Inc. | 115,559 | $93.5B | 2.65% | |
| 11 | VVisa Inc. | 246,570 | $86.5B | 2.45% | |
| 12 | T7DTransDigm Group Incorporated | 64,826 | $86.2B | 2.45% | |
| 13 | BXBlackstone Inc. | 527,678 | $81.3B | 2.31% | |
| 14 | DHRDanaher Corporation | 352,699 | $80.7B | 2.29% | |
| 15 | XOMExxon Mobil Corp | 641,955 | $77.3B | 2.19% | |
| 16 | DHID.R. Horton, Inc. | 526,332 | $75.8B | 2.15% | |
| 17 | IWBiShares Russell 1000 ETF | 199,085 | $74.3B | 2.11% | |
| 18 | PGRThe Progressive Corporation | 322,112 | $73.4B | 2.08% | |
| 19 | JPMJPMorgan Chase & Co. | 226,763 | $73.1B | 2.07% | |
| 20 | METAMeta Platforms, Inc. | 104,712 | $69.1B | 1.96% | |
| 21 | WCNWaste Connections, Inc. | 338,295 | $59.3B | 1.68% | |
| 22 | OMFOneMain Holdings, Inc. | 805,395 | $54.4B | 1.54% | |
| 23 | ORLYO'Reilly Automotive, Inc. | 583,684 | $53.2B | 1.51% | |
| 24 | NEENextEra Energy, Inc. | 626,649 | $50.3B | 1.43% | |
| 25 | MUSAMurphy USA Inc. | 124,014 | $50.0B | 1.42% | |
| 26 | FTNTFortinet, Inc. | 586,688 | $46.6B | 1.32% | |
| 27 | MEDPMedpace Holdings, Inc. | 76,340 | $42.9B | 1.22% | |
| 28 | NOWServiceNow, Inc. | 275,555 | $42.2B | 1.20% | |
| 29 | HLIHoulihan Lokey, Inc. | 236,095 | $41.1B | 1.17% | |
| 30 | ETNEaton Corporation plc | 122,005 | $38.9B | 1.10% | |
| 31 | CGThe Carlyle Group Inc. | 602,893 | $35.6B | 1.01% | |
| 32 | FERGFerguson Enterprises Inc. | 151,408 | $33.7B | 0.96% | |
| 33 | TMOThermo Fisher Scientific, Inc. | 52,359 | $30.3B | 0.86% | |
| 34 | SCHDSchwab US Dividend Equity ETF | 1,086,931 | $29.8B | 0.85% | |
| 35 | AMGNAmgen Inc. | 84,735 | $27.7B | 0.79% | |
| 36 | CVXChevron Corporation | 161,386 | $24.6B | 0.70% | |
| 37 | PATKPatrick Industries, Inc. | 219,117 | $23.8B | 0.67% | |
| 38 | RSGRepublic Services, Inc. | 107,069 | $22.7B | 0.64% | |
| 39 | HDThe Home Depot, Inc. | 64,225 | $22.1B | 0.63% | |
| 40 | TXNTexas Instruments Incorporated | 117,931 | $20.5B | 0.58% | |
| 41 | PEPPepsiCo, Inc. | 133,310 | $19.1B | 0.54% | |
| 42 | GRMNGarmin Ltd. | 90,973 | $18.5B | 0.52% | |
| 43 | JNJJohnson & Johnson | 84,592 | $17.5B | 0.50% | |
| 44 | APOApollo Global Management, Inc. | 113,289 | $16.4B | 0.47% | |
| 45 | MSAMSA Safety Incorporated | 100,420 | $16.1B | 0.46% | |
| 46 | EXRExtra Space Storage Inc. | 121,956 | $15.9B | 0.45% | |
| 47 | ORCLOracle Corporation | 77,831 | $15.2B | 0.43% | |
| 48 | TSCOTractor Supply Company | 299,094 | $15.0B | 0.42% | |
| 49 | UNHUnitedHealth Group, Incorporated | 43,834 | $14.5B | 0.41% | |
| 50 | ADIAnalog Devices, Inc. | 52,661 | $14.3B | 0.41% | |
| 51 | TYLTyler Technologies, Inc. | 29,466 | $13.4B | 0.38% | |
| 52 | SSDSimpson Manufacturing Co., Inc. | 60,676 | $9.8B | 0.28% | |
| 53 | EMREmerson Electric Co. | 69,272 | $9.2B | 0.26% | |
| 54 | INTUIntuit Inc. | 12,770 | $8.5B | 0.24% | |
| 55 | SCHXSchwab US Large-Cap ETF | 304,137 | $8.2B | 0.23% | |
| 56 | IWRIShares Russell Mid-cap ETF | 80,192 | $7.7B | 0.22% | |
| 57 | VCTRVictory Capital Holdings, Inc. | 118,100 | $7.5B | 0.21% | |
| 58 | RLIRLI Corp | 112,229 | $7.2B | 0.20% | |
| 59 | LPLALPL Financial Holdings Inc. | 19,127 | $6.8B | 0.19% | |
| 60 | CIGIColliers International Group Inc. | 42,862 | $6.3B | 0.18% | |
| 61 | FNFabrinet | 13,394 | $6.1B | 0.17% | |
| 62 | FIXComfort Systems USA, Inc. | 5,783 | $5.4B | 0.15% | |
| 63 | TPDSomnigroup International Inc. | 60,322 | $5.4B | 0.15% | |
| 64 | FSVFirstService Corporation | 33,410 | $5.2B | 0.15% | |
| 65 | GOOGAlphabet Inc. Class C | 16,215 | $5.1B | 0.14% | |
| 66 | DSGThe Descartes Systems Group Inc. | 57,725 | $5.1B | 0.14% | |
| 67 | ADUSAddus Homecare Corp | 44,920 | $4.8B | 0.14% | |
| 68 | HLNEHamilton Lane Incorporated | 35,891 | $4.8B | 0.14% | |
| 69 | BLDTopBuild Corp. | 11,552 | $4.8B | 0.14% | |
| 70 | NRANRG Energy, Inc. | 30,127 | $4.8B | 0.14% | |
| 71 | FICOFair Isaac Corporation | 2,757 | $4.7B | 0.13% | |
| 72 | AMEAMETEK, Inc. | 22,600 | $4.6B | 0.13% | |
| 73 | AG8Agilent Technologies, Inc. | 33,866 | $4.6B | 0.13% | |
| 74 | IVViShares Core S&P 500 ETF | 6,326 | $4.3B | 0.12% | |
| 75 | CITCintas Corporation | 22,166 | $4.2B | 0.12% | |
| 76 | FSSFederal Signal Corporation | 36,965 | $4.0B | 0.11% | |
| 77 | BB4Axos Financials, Inc. | 45,757 | $3.9B | 0.11% | |
| 78 | ULSUL Solutions Inc. | 49,816 | $3.9B | 0.11% | |
| 79 | USFDUS Foods Holding Corp. | 50,894 | $3.8B | 0.11% | |
| 80 | MPWRMonolithic Power Systems, Inc. | 4,209 | $3.8B | 0.11% | |
| 81 | HLTHilton Worldwide Holdings Inc. | 13,151 | $3.8B | 0.11% | |
| 82 | HEIHEICO Corporation | 14,326 | $3.6B | 0.10% | |
| 83 | WMTWalmart, Inc. | 31,743 | $3.5B | 0.10% | |
| 84 | MANHManhattan Associates, Inc. | 19,640 | $3.4B | 0.10% | |
| 85 | WWDWoodward Inc. | 10,612 | $3.2B | 0.09% | |
| 86 | MSIMotorola Solutions, Inc. | 8,275 | $3.2B | 0.09% | |
| 87 | BLDRBuilders FirstSource, Inc. | 29,649 | $3.0B | 0.09% | |
| 88 | LNGCheniere Energy, Inc | 15,316 | $3.0B | 0.08% | |
| 89 | COSTCostco Wholesale Corporation | 2,705 | $2.3B | 0.07% | |
| 90 | TTTrane Technologies plc | 5,493 | $2.1B | 0.06% | |
| 91 | VRTVertiv Holdings Co | 12,669 | $2.1B | 0.06% | |
| 92 | RBCRBC Bearings Incorporated | 4,568 | $2.0B | 0.06% | |
| 93 | CPRTCopart, Inc. | 46,817 | $1.8B | 0.05% | |
| 94 | CRVLCorVel Corporation | 26,601 | $1.8B | 0.05% | |
| 95 | IWDiShares Russell 1000 Value ETF | 8,485 | $1.8B | 0.05% | |
| 96 | PLUSePlus, Inc. | 19,365 | $1.7B | 0.05% | |
| 97 | GRBKGreen Brick Partners Inc. | 25,732 | $1.6B | 0.05% | |
| 98 | ADPAutomatic Data Processing, Inc. | 5,937 | $1.5B | 0.04% | |
| 99 | BMIBadger Meter, Inc. | 8,525 | $1.5B | 0.04% | |
| 100 | SKYChampion Homes, Inc. | 17,170 | $1.4B | 0.04% |
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