ARGENT CAPITAL MANAGEMENT LLC Q1 2018 Filing

Filed May 3, 2018

Portfolio Value

$2.7B

Holdings

197

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (197 positions)

StockValue
JPMJP Morgan Chase & Co.
$115.5M
Marvell Technology Group LTD
$109.1M
RHT1EURRed Hat, Inc.
$99.7M
Alphabet Inc. Class A
$91.7M
BAXBaxter International Inc.
$86.0M
SunTrust Banks, Inc.
$84.4M
DowDuPont Inc.
$78.6M
MASMasco Corporation
$78.2M
FTVFortive Corporation
$77.5M
MAMastercard, Inc.
$74.2M
BMYBristol-Myers Squibb Company
$73.5M
COPConocoPhillips
$73.3M
CTSHCognizant Technology Solutions
$69.5M
LNCLincoln National Corporation
$66.3M
POSTPost Holdings, Inc.
$63.8M
DHRDanaher Corp.
$62.9M
AAPLApple Inc.
$62.7M
TGTTarget Corporation
$59.3M
TERTeradyne, Inc.
$58.3M
ETRAETrade Financial Corporation
$55.7M
METAFacebook, Inc.
$53.3M
QSRRestaurant Brands Internationa
$46.4M
Alphabet Inc. Class C
$45.5M
WYNNWynn Resorts Ltd.
$43.7M
ONON Semiconductor Corp.
$42.3M
HUNHuntsman Corporation
$41.5M
PNRPentair PLC
$40.1M
VFCV.F. Corporation
$38.0M
BSXBoston Scientific Corporation
$36.2M
BIIBBiogen Inc.
$35.9M
FLIRFLIR Systems, Inc.
$29.4M
SLBSchlumberger LTD
$27.4M
PFGPrincipal Financial Group, Inc
$23.8M
LVSLas Vegas Sands Corp.
$23.0M
OXYOccidental Petroleum Corp.
$22.8M
INTCIntel Corp.
$22.3M
JNJJohnson & Johnson
$22.3M
PFEPfizer Inc.
$21.8M
PEPPepsiCo, Inc.
$21.2M
MSFTMicrosoft Corp.
$20.5M
PRUPrudential Financial Inc.
$20.2M
CVXChevron Corp
$20.2M
ETNEaton Corporation PLC
$20.1M
WFCWells Fargo & Co.
$20.0M
EMREmerson Electric Co.
$19.5M
EMNEastman Chemical Co.
$17.8M
LMTLockheed Martin Corp
$16.7M
BAThe Boeing Company
$15.6M
Maxim Integrated Products, Inc
$15.3M
TROWT.Rowe Price Group Inc.
$14.7M
GILDGilead Sciences, Inc.
$14.5M
GISGeneral Mills, Inc.
$13.5M
METMetlife Inc.
$12.5M
SOThe Southern Company
$11.5M
CSCOCisco Systems, Inc.
$11.0M
Cypress Semiconductor Corporat
$9.3M
PGProcter & Gamble
$9.3M
VZVerizon Communications
$8.9M
GEGeneral Electric Company
$7.5M
Wintrust Financial Corporation
$7.3M
FTNTFortinet Inc.
$6.2M
LITELumentum Holdings Inc.
$5.6M
MTZMastec, Inc.
$5.2M
INBKFirst Internet Bancorp
$5.2M
Pacific Premier Bancorp, Inc.
$5.0M
MMSIMerit Medical Systems, Inc.
$4.5M
Amphastar Pharmaceuticals, Inc
$4.3M
GMEDGlobus Medical, Inc.
$4.3M
Sterling Bancorp
$4.1M
Quanta Services, Inc.
$4.1M
WDWalker & Dunlop Inc.
$3.9M
Carbonite Inc.
$3.8M
Orthofix International NV
$3.7M
BCCBoise Cascade Corp
$3.7M
CUTREURCutera, Inc.
$3.6M
PLNTPlanet Fitness, Inc.
$3.6M
GIIIG-III Apparel Group LTD
$3.6M
Vonage Holdings Corporation
$3.5M
Summit Materials, Inc.
$3.5M
Ferro Corporation
$3.5M
AXASEURAbraxas Petroleum Corp
$3.4M
GVAGranite Construction Inc.
$3.4M
Premier, Inc.
$3.4M
SEDGSolarEdge Technologies Inc.
$3.4M
COHRII-VI Incorporated
$3.3M
Triton International Limited o
$3.3M
Turning Point Brands, Inc.
$3.2M
SUPNSupernus Pharmaceuticals Inc.
$3.2M
HB6Hibbett Sports, Inc.
$3.1M
OMFOneMain Holdgins, Inc.
$3.1M
HYHyster-Yale Materials
$3.1M
WDRWaddell & Reed Financial, Inc.
$3.0M
STRLSterling Construction Company,
$3.0M
UPLDUpland Software Inc.
$3.0M
Asure Software, Inc.
$2.9M
CRSCarpenter Technology
$2.9M
FNBF.N.B. Corporation
$2.8M
AGMFederal Agricultural Mortgage
$2.8M
MRTNMarten Transport, Ltd.
$2.8M
PUMPProPetro Holding Corp.
$2.7M
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