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The Analysis of ARGENT CAPITAL MANAGEMENT LLC's Holdings & P&L

Currently, ARGENT CAPITAL MANAGEMENT LLC holds 158 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in PNC (+199.1K shares, valued at $41.4M), USFD (+355.4K shares, valued at $32.8M), SITE (+239.8K shares, valued at $31.9M); decreased their positions in AMAT (-239.2K shares, valued at $81.8M), V (-241.2K shares, valued at $72.9M), N/A (-523.5K shares, valued at $60.2M); initiated new positions in PNC (+199.1K shares, valued at $41.4M), SITE (+239.8K shares, valued at $31.9M), VTRS (+2.2M shares, valued at $29.2M).

1M P&L

+39.9M+1.29%

3M P&L

+90.0M+2.97%

HY P&L

+181.1M+6.16%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure292.3M

9.8%

2Semiconductors271.9M

9.1%

3Credit Services261.2M

8.7%

Top Industries by Stock Count

1N/A11 stocks

7.4%

2Software - Application9 stocks

6.1%

3Software - Infrastructure6 stocks

4.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Alphabet Inc. Class A Alphabet Inc. Class A703.6K shares-6.42%2026-03-312026-05-21

NVDA NVIDIA Corporation1.2M shares-7.60%2026-03-312026-05-21

AMZN Amazon.com, Inc.871.2K shares-7.63%2026-03-312026-05-21

MSFT Microsoft Corporation432.2K shares-8.63%2026-03-312026-05-21

HCA HCA Healthcare, Inc.215.8K shares-3.62%2026-03-312026-05-21

MA Mastercard Incorporated200.9K shares-4.68%2026-03-312026-05-21

XOM Exxon Mobil Corp587.4K shares-8.49%2026-03-312026-05-21

Broadcom Inc. Broadcom Inc.313.6K shares-8.15%2026-03-312026-05-21

Sponsored

AAPL Apple Inc.346.1K shares-6.22%2026-03-312026-05-21

TDG TransDigm Group Incorporated75.3K shares16.10%2026-03-312026-05-21

URI United Rentals, Inc.111.1K shares-3.84%2026-03-312026-05-21

AMAT Applied Materials, Inc.234.0K shares-50.55%2026-03-312026-05-21

DHI D.R. Horton, Inc.507.5K shares-3.57%2026-03-312026-05-21

DHR Danaher Corporation322.3K shares-8.63%2026-03-312026-05-21

JPM JPMorgan Chase & Co.204.9K shares-9.64%2026-03-312026-05-21

MUSA Murphy USA Inc.120.2K shares-3.05%2026-03-312026-05-21

Sponsored

Eaton Corporation plc Eaton Corporation plc163.0K shares33.59%2026-03-312026-05-21

PGR The Progressive Corporation290.2K shares-9.90%2026-03-312026-05-21

META Meta Platforms, Inc.96.4K shares-7.93%2026-03-312026-05-21

NEE NextEra Energy, Inc.576.3K shares-8.04%2026-03-312026-05-21

WCN Waste Connections, Inc.311.5K shares-7.93%2026-03-312026-05-21

ORLY O'Reilly Automotive, Inc.536.8K shares-8.03%2026-03-312026-05-21

FTNT Fortinet, Inc.560.8K shares-4.41%2026-03-312026-05-21

PNC PNC Financial Services Group, Inc.199.1K sharesnew addition2026-03-312026-05-21

Sponsored

USFD US Foods Holding Corp.406.3K shares698.38%2026-03-312026-05-21

MEDP Medpace Holdings, Inc.76.6K shares0.33%2026-03-312026-05-21

Ferguson Enterprises Inc. Ferguson Enterprises Inc.146.6K shares-3.19%2026-03-312026-05-21

SITE SiteOne Landscape Supply, Inc.239.8K sharesnew addition2026-03-312026-05-21

TYL Tyler Technologies, Inc.91.2K shares209.37%2026-03-312026-05-21

Apollo Global Management, Inc. Apollo Global Management, Inc.279.3K shares146.50%2026-03-312026-05-21

CVX Chevron Corporation144.8K shares-10.25%2026-03-312026-05-21

VTRS Viatris Inc.2.2M sharesnew addition2026-03-312026-05-21

Sponsored

HLI Houlihan Lokey, Inc.202.4K shares-14.26%2026-03-312026-05-21

AMGN Amgen Inc.75.8K shares-10.58%2026-03-312026-05-21

OMF OneMain Holdings, Inc.465.7K shares-42.17%2026-03-312026-05-21

PATK Patrick Industries, Inc.216.3K shares-1.27%2026-03-312026-05-21

SCHW The Charles Schwab Corporation250.7K sharesnew addition2026-03-312026-05-21

Merck & Co, Inc. Merck & Co, Inc.185.5K shares5236.78%2026-03-312026-05-21

RLI RLI Corp374.4K shares233.65%2026-03-312026-05-21

RSG Republic Services, Inc.96.1K shares-10.24%2026-03-312026-05-21

Sponsored

TXN Texas Instruments Incorporated103.5K shares-12.27%2026-03-312026-05-21

IFF International Flavors & Fragrances Inc267.3K sharesnew addition2026-03-312026-05-21

PEP PepsiCo, Inc.122.1K shares-8.42%2026-03-312026-05-21

GRMN Garmin Ltd.81.6K shares-10.34%2026-03-312026-05-21

HD The Home Depot, Inc.57.1K shares-11.05%2026-03-312026-05-21

JNJ Johnson & Johnson75.2K shares-11.13%2026-03-312026-05-21

WEC Energy Group Inc. WEC Energy Group Inc.155.3K sharesnew addition2026-03-312026-05-21

Medtronic, PLC Medtronic, PLC199.6K sharesnew addition2026-03-312026-05-21

Sponsored

TMO Thermo Fisher Scientific, Inc.33.6K shares-35.82%2026-03-312026-05-21

NOW ServiceNow, Inc.148.1K shares-46.26%2026-03-312026-05-21

ADI Analog Devices, Inc.47.2K shares-10.40%2026-03-312026-05-21

MSI Motorola Solutions, Inc.33.6K shares305.62%2026-03-312026-05-21

MSA MSA Safety Incorporated88.8K shares-11.55%2026-03-312026-05-21

EXR Extra Space Storage Inc.109.1K shares-10.51%2026-03-312026-05-21

CG The Carlyle Group Inc.287.4K shares-52.33%2026-03-312026-05-21

MSM MSC Industrial Direct Co., Inc.149.1K sharesnew addition2026-03-312026-05-21

Sponsored

SSD Simpson Manufacturing Co., Inc.79.8K shares31.47%2026-03-312026-05-21

LMT Lockheed Martin Corporation21.4K shares4555.65%2026-03-312026-05-21

VCTR Victory Capital Holdings, Inc.179.7K shares52.14%2026-03-312026-05-21

ORCL Oracle Corporation70.1K shares-9.88%2026-03-312026-05-21

FIX Comfort Systems USA, Inc.7.0K shares20.79%2026-03-312026-05-21

LPLA LPL Financial Holdings Inc.28.9K shares50.86%2026-03-312026-05-21

FN Fabrinet16.2K shares21.03%2026-03-312026-05-21

AX Axos Financials, Inc.93.9K shares105.28%2026-03-312026-05-21

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NRG NRG Energy, Inc.54.5K shares80.92%2026-03-312026-05-21

AME AMETEK, Inc.33.5K shares48.35%2026-03-312026-05-21

MPWR Monolithic Power Systems, Inc.6.5K shares54.93%2026-03-312026-05-21

FSV FirstService Corporation50.8K shares52.01%2026-03-312026-05-21

FTI TechnipFMC plc101.2K sharesnew addition2026-03-312026-05-21

CIGI Colliers International Group Inc.65.0K shares51.60%2026-03-312026-05-21

SGI Somnigroup International Inc.91.2K shares51.12%2026-03-312026-05-21

ADUS Addus Homecare Corp70.2K shares56.36%2026-03-312026-05-21

Sponsored

ULS UL Solutions Inc.76.6K shares53.85%2026-03-312026-05-21

DSGX The Descartes Systems Group Inc.90.5K shares56.86%2026-03-312026-05-21

HLT Hilton Worldwide Holdings Inc.21.1K shares60.74%2026-03-312026-05-21

FSS Federal Signal Corporation57.3K shares54.94%2026-03-312026-05-21

CTAS Cintas Corporation36.4K shares64.20%2026-03-312026-05-21

VRT Vertiv Holdings Co24.5K shares93.21%2026-03-312026-05-21

WWD Woodward Inc.16.8K shares58.37%2026-03-312026-05-21

CWST Casella Waste Systems, Inc.73.1K shares1054.41%2026-03-312026-05-21

Sponsored

HLNE Hamilton Lane Incorporated55.2K shares53.90%2026-03-312026-05-21

OSIS OSI Systems, Inc.19.9K sharesnew addition2026-03-312026-05-21

CACI CACI International Inc.9.5K sharesnew addition2026-03-312026-05-21

CHRW C.H. Robinson Worldwide, Inc.30.2K sharesnew addition2026-03-312026-05-21

ESI Element Solutions Inc140.1K sharesnew addition2026-03-312026-05-21

HEI.A HEICO Corporation22.1K shares54.56%2026-03-312026-05-21

Alphabet Inc. Class C Alphabet Inc. Class C16.1K shares-0.86%2026-03-312026-05-21

BLD TopBuild Corp.13.1K shares13.17%2026-03-312026-05-21

Sponsored

WMT Walmart, Inc.31.7K shares-0.06%2026-03-312026-05-21

APG APi Group Corporation90.5K sharesnew addition2026-03-312026-05-21

RBC RBC Bearings Incorporated5.9K shares29.62%2026-03-312026-05-21

COST Costco Wholesale Corporation2.5K shares-8.32%2026-03-312026-05-21

NPO EnPro Inc.9.7K shares54.81%2026-03-312026-05-21

GRBK Green Brick Partners Inc.37.4K shares45.36%2026-03-312026-05-21

PLUS ePlus, Inc.29.9K shares54.43%2026-03-312026-05-21

CRVL CorVel Corporation40.5K shares52.37%2026-03-312026-05-21

Sponsored

TT Trane Technologies plc5.3K shares-3.37%2026-03-312026-05-21

MOD Modine Manufacturing Company10.2K shares25.40%2026-03-312026-05-21

MGY Magnolia Oil & Gas Corporation63.9K shares49.68%2026-03-312026-05-21

IESC IES Holdings, Inc.4.0K shares53.78%2026-03-312026-05-21

SKY Champion Homes, Inc.24.2K shares40.73%2026-03-312026-05-21

V Visa Inc.5.4K shares-97.80%2026-03-312026-05-21

GBCI Glacier Bancorp, Inc.36.5K shares120.39%2026-03-312026-05-21

IVV iShares Core S&P 500 ETF2.4K shares-62.00%2026-03-312026-05-21

Sponsored

ENSG The Ensign Group, Inc.7.6K shares37.24%2026-03-312026-05-21

BCPC Balchem Corporation8.7K shares55.84%2026-03-312026-05-21

VSEC VSE Corporation7.9K shares58.76%2026-03-312026-05-21

MSGS Madison Square Garden Sports Corp4.5K shares54.64%2026-03-312026-05-21

COIN Coinbase Global, Inc.7.1K shares382.25%2026-03-312026-05-21

ABG Asbury Automotive Group, Inc.6.3K shares54.63%2026-03-312026-05-21

CPK Chesapeake Utilities Corp9.7K shares54.48%2026-03-312026-05-21

PG The Procter & Gamble Company8.2K shares0.00%2026-03-312026-05-21

Sponsored

EW Edwards Lifesciences14.1K shares0.00%2026-03-312026-05-21

ADP Automatic Data Processing, Inc.5.5K shares-8.19%2026-03-312026-05-21

ALG Alamo Group Inc.6.3K shares55.67%2026-03-312026-05-21

CON Concentra Group Holdings Parent, Inc.47.9K shares42.03%2026-03-312026-05-21

HRI Herc Holdings, Inc.10.3K shares55.90%2026-03-312026-05-21

ICE Intercontinental Exchange6.5K shares0.00%2026-03-312026-05-21

HON Honeywell International Inc.4.5K shares-4.67%2026-03-312026-05-21

Marvell Technology, Inc. Marvell Technology, Inc.10.1K shares-8.91%2026-03-312026-05-21

Sponsored

NOVT Novanta Inc.7.7K shares55.42%2026-03-312026-05-21

RMBS Rambus Inc.10.0K shares56.19%2026-03-312026-05-21

CSW CSW Industrials, Inc.3.2K shares58.65%2026-03-312026-05-21

BK Bank of New York Mellon Corp6.7K shares0.00%2026-03-312026-05-21

KO Coca-Cola10.3K shares0.00%2026-03-312026-05-21

HWKN Hawkins, Inc.5.1K shares42.80%2026-03-312026-05-21

Berkshire Hathaway Inc. Class B Berkshire Hathaway Inc. Class B1.6K shares-3.02%2026-03-312026-05-21

IIIV I3 Verticals, LLC33.4K shares55.52%2026-03-312026-05-21

Sponsored

EMR Emerson Electric Co.5.6K shares-91.98%2026-03-312026-05-21

BRK.A Berkshire Hathaway Inc.1 shares0.00%2026-03-312026-05-21

LGND Ligand Pharmaceuticals Incorporated3.5K sharesnew addition2026-03-312026-05-21

QLYS Qualys, Inc.6.8K shares54.46%2026-03-312026-05-21

HALO Halozyme Therapeutics, Inc.9.1K shares52.17%2026-03-312026-05-21

PANW Palo Alto Networks, Inc.3.6K shares0.00%2026-03-312026-05-21

BELFB Bel Fuse Inc.2.8K sharesnew addition2026-03-312026-05-21

CHEF The Chefs' Warehouse, Inc.9.2K sharesnew addition2026-03-312026-05-21

Sponsored

Blackstone Inc. Blackstone Inc.4.2K shares-99.21%2026-03-312026-05-21

WLDN Willdan Group, Inc.5.8K sharesnew addition2026-03-312026-05-21

TJX TJX Co.2.7K shares0.00%2026-03-312026-05-21

FDS Factset Research Systems, Inc.2.0K shares0.00%2026-03-312026-05-21

AMID Argent Mid Cap ETF11.9K shares0.00%2026-03-312026-05-21

DIS The Walt Disney Company4.0K shares0.00%2026-03-312026-05-21

CARR Carrier Global Corporation6.7K shares0.00%2026-03-312026-05-21

ABBV AbbVie Inc.1.7K shares-5.55%2026-03-312026-05-21

Sponsored

SBUX Starbucks Corp3.6K shares0.08%2026-03-312026-05-21

CSCO Cisco Systems, Inc.4.1K shares-13.49%2026-03-312026-05-21

TSCO Tractor Supply Company6.7K shares-97.76%2026-03-312026-05-21

MTZ MasTec, Inc.935 shares0.00%2026-03-312026-05-21

CAH Cardinal Health Inc1.4K shares0.00%2026-03-312026-05-21

IEFA iShares Core MSCI EAFE ETF2.9K shares0.00%2026-03-312026-05-21

IBP Installed Building Products, Inc.985 shares-2.09%2026-03-312026-05-21

SCHX Schwab US Large-Cap ETF9.9K shares-96.73%2026-03-312026-05-21

Sponsored

PKG Packaging Corp. of America1.2K shares0.00%2026-03-312026-05-21

FICO Fair Isaac Corporation206 shares-92.53%2026-03-312026-05-21

IBM International Business Machines Corp907 shares0.00%2026-03-312026-05-21

ABT Abbott Laboratories2.1K shares0.00%2026-03-312026-05-21

AMP Ameriprise Financial, Inc.477 shares0.00%2026-03-312026-05-21

PM Philip Morris International1.2K sharesnew addition2026-03-312026-05-21

Alphabet Inc. Class A

-6.42%

Shares703.6K

Event2026-03-31

Filed2026-05-21

NVDA

NVIDIA Corporation

-7.60%

Shares1.2M

Event2026-03-31

Filed2026-05-21

AMZN

Amazon.com, Inc.

-7.63%

Shares871.2K

Event2026-03-31

Filed2026-05-21

MSFT

Microsoft Corporation

-8.63%

Shares432.2K

Event2026-03-31

Filed2026-05-21

HCA

HCA Healthcare, Inc.

-3.62%

Shares215.8K

Event2026-03-31

Filed2026-05-21

Mastercard Incorporated

-4.68%

Shares200.9K

Event2026-03-31

Filed2026-05-21

XOM

Exxon Mobil Corp

-8.49%

Shares587.4K

Event2026-03-31

Filed2026-05-21

Broadcom Inc.

-8.15%

Shares313.6K

Event2026-03-31

Filed2026-05-21

AAPL

Apple Inc.

-6.22%

Shares346.1K

Event2026-03-31

Filed2026-05-21

TDG

TransDigm Group Incorporated

16.10%

Shares75.3K

Event2026-03-31

Filed2026-05-21

URI

United Rentals, Inc.

-3.84%

Shares111.1K

Event2026-03-31

Filed2026-05-21

AMAT

Applied Materials, Inc.

-50.55%

Shares234.0K

Event2026-03-31

Filed2026-05-21

DHI

D.R. Horton, Inc.

-3.57%

Shares507.5K

Event2026-03-31

Filed2026-05-21

DHR

Danaher Corporation

-8.63%

Shares322.3K

Event2026-03-31

Filed2026-05-21

JPM

JPMorgan Chase & Co.

-9.64%

Shares204.9K

Event2026-03-31

Filed2026-05-21

MUSA

Murphy USA Inc.

-3.05%

Shares120.2K

Event2026-03-31

Filed2026-05-21

Eaton Corporation plc

33.59%

Shares163.0K

Event2026-03-31

Filed2026-05-21

PGR

The Progressive Corporation

-9.90%

Shares290.2K

Event2026-03-31

Filed2026-05-21