ARGENT CAPITAL MANAGEMENT LLC 13F Holdings

CIK 0001120926 · ST LOUIS, MO

As of Sep 30, 2025, ARGENT CAPITAL MANAGEMENT LLC reported 155 positions worth $3.7B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology486,428$251.9M6.88%
NVIDIA CORPNVDATechnology1,275,509$238.0M6.50%
AMAZON.COM INCAMZNEquity970,420$213.1M5.82%
ALPHABET INCGOOGLEquity784,861 90.8M5.21%
MASTERCARD INCMAFinancial Services222,002 26.3M3.45%
BROADCOM INCAVGOTechnology377,445 24.5M3.40%
UNITED RENTALS INCURIIndustrials119,047 13.6M3.10%
APPLIED MATERIALS INCAMATTechnology492,092 00.8M2.75%
HCA HEALTHCARE INCHCAHealthcare228,883$97.5M2.66%
APPLE INCAAPLTechnology379,133$96.5M2.64%
BLACKSTONE INCBXFinancial Services548,186$93.7M2.56%
HORTON D R INCDHIConsumer Cyclical540,390$91.6M2.50%
TRANSDIGM GROUP INCTDGIndustrials66,884$88.2M2.41%
VISA INC-CLASS A SHARESVFinancial Services253,820$86.6M2.37%
PROGRESSIVE CORPPGRFinancial Services338,742$83.7M2.28%
META PLATFORMS INCMETACommunication Services108,827$79.9M2.18%
EXXON MOBIL CORPXOMEnergy659,968$74.4M2.03%
JPMORGAN CHASE & COJPMFinancial Services233,870$73.8M2.01%
DANAHER CORPDHRHealthcare363,588$72.1M1.97%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical601,224$64.8M1.77%
WASTE CONNECTIONS INCWCNIndustrials348,681$61.3M1.67%
BOOZ ALLEN HAMILTON HOLDING CORPBAHIndustrials596,922$59.7M1.63%
SERVICENOW INCNOWTechnology64,220$59.1M1.61%
TYLER TECHNOLOGIES INCTYLTechnology102,756$53.8M1.47%
FORTINET INCFTNTTechnology609,776$51.3M1.40%