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)

#StockSharesValue% PortfolioType
101
NPOEnPro Inc.
6,256$1.3B0.04%
102
EWEdwards Lifesciences
14,080$1.2B0.03%
103
PGThe Procter & Gamble Company
8,201$1.2B0.03%
104
MODModine Manufacturing Company
8,109$1.1B0.03%
105
ICEIntercontinental Exchange
6,500$1.1B0.03%
106
IESCIES Holdings, Inc.
2,633$1.0B0.03%
107
HRIHerc Holdings, Inc.
6,598$979.0M0.03%
108
ENSGThe Ensign Group, Inc.
5,567$969.0M0.03%
109
AWGAsbury Automotive Group, Inc.
4,075$947.0M0.03%
110
MRVLMarvell Technology, Inc.
11,057$939.0M0.03%
111
MGYMagnolia Oil & Gas Corporation
42,689$934.0M0.03%
112
HONHoneywell International Inc.
4,685$913.0M0.03%
113
VSECVSE Corporation
4,993$862.0M0.02%
114
BCPCBalchem Corporation
5,573$854.0M0.02%
115
BAHBooz Allen Hamilton Holding Corporation
10,019$845.0M0.02%
116
ICFIICF International Inc.
9,832$838.0M0.02%
117
BRK/BBerkshire Hathaway Inc. Class B
1,658$833.0M0.02%
118
CPKChesapeake Utilities Corp
6,256$780.0M0.02%
119
BKBank of New York Mellon Corp
6,700$777.0M0.02%
120
BRK-BBerkshire Hathaway Inc.
1$754.0M0.02%
121
MSGSMadison Square Garden Sports Corp
2,912$753.0M0.02%
122
GBCIGlacier Bancorp, Inc.
16,578$730.0M0.02%
123
KOCoca-Cola
10,310$720.0M0.02%
124
ALGAlamo Group Inc.
4,031$676.0M0.02%
125
PANWPalo Alto Networks, Inc.
3,624$667.0M0.02%
126
CONConcentra Group Holdings Parent, Inc.
33,725$663.0M0.02%
127
BRBRBellRing Brands, Inc.
23,689$633.0M0.02%
128
CWSTCasella Waste Systems, Inc.
6,332$620.0M0.02%
129
CSWCSW Industrials, Inc.
2,046$600.0M0.02%
130
RMBS*Rambus Inc.
6,403$588.0M0.02%
131
1GSNNovanta Inc.
4,935$587.0M0.02%
132
QLYSQualys, Inc.
4,381$582.0M0.02%
133
FDSFactset Research Systems, Inc.
1,955$567.0M0.02%
134
IIIVI3 Verticals, LLC
21,468$540.0M0.02%
135
HWKNHawkins, Inc.
3,544$503.0M0.01%
136
KNSLKinsale Capital Group, Inc.
1,275$498.0M0.01%
137
DISThe Walt Disney Company
3,950$449.0M0.01%
138
TJXTJX Co.
2,700$414.0M0.01%
139
ABBVAbbVie Inc.
1,784$407.0M0.01%
140
HALOHalozyme Therapeutics, Inc.
5,950$400.0M0.01%
141
AMIDArgent Mid Cap ETF
11,915$399.0M0.01%
142
CSCOCisco Systems, Inc.
4,750$365.0M0.01%
143
MRKMerck & Co, Inc.
3,475$365.0M0.01%
144
CARRCarrier Global Corporation
6,660$351.0M0.01%
145
COINCoinbase Global, Inc.
1,476$333.0M0.01%
146
SBUXStarbucks Corp
3,635$306.0M0.01%
147
SCHMSchwab US Mid-Cap ETF
9,831$295.0M0.01%
148
CAHCardinal Health Inc
1,351$277.0M0.01%
149
ADBEAdobe Inc.
770$269.0M0.01%
150
IBMInternational Business Machines Corp
907$268.0M0.01%
151
ABTAbbott Laboratories
2,132$267.0M0.01%
152
AQLTiShares Core MSCI EAFE ETF
2,933$262.0M0.01%
153
IBPInstalled Building Products, Inc.
1,006$260.0M0.01%
154
PKGPackaging Corp. of America
1,178$242.0M0.01%
155
A4SAmeriprise Financial, Inc.
477$233.0M0.01%
156
LMTLockheed Martin Corporation
460$222.0M0.01%
157
ELEstee Lauder
2,000$209.0M0.01%
158
BLKBlackRock, Inc.
192$205.0M0.01%
159
MTZMasTec, Inc.
935$203.0M0.01%
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