ARGENT CAPITAL MANAGEMENT LLC Q1 2019 Filing

Filed May 10, 2019

Portfolio Value

$2.7B

Holdings

197

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (197 positions)

StockValue
POSTPost Holdings, Inc.
$109.1M
JPMJP Morgan Chase & Co.
$104.2M
Alphabet Inc. Class A
$103.4M
Marvell Technology Group LTD
$100.1M
MAMastercard, Inc.
$94.1M
TGTTarget Corporation
$93.4M
First Data Corporation
$83.0M
COPConocoPhillips
$80.4M
DHRDanaher Corp.
$80.3M
FTVFortive Corporation
$79.5M
MASMasco Corporation
$72.5M
SunTrust Banks, Inc.
$70.8M
AAPLApple Inc.
$69.0M
CTSHCognizant Technology Solutions
$57.7M
BAXBaxter International Inc.
$57.2M
VFCV.F. Corporation
$56.3M
FLIRFLIR Systems, Inc.
$54.5M
BMYBristol-Myers Squibb Company
$53.1M
CCICrown Castle International Cor
$51.8M
METAFacebook, Inc.
$51.3M
AMEAmetek Inc. New
$49.9M
WSMWilliams-Sonoma, Inc.
$49.8M
BSXBoston Scientific Corporation
$48.5M
RHIRobert Half International, Inc
$47.2M
HD Supply Holdings, Inc.
$47.0M
ETRAE Trade Financial Corporation
$44.7M
Alphabet Inc. Class C
$44.4M
TRMBTrimble Inc.
$39.5M
WTWWillis Towers Watson Public LT
$38.6M
ONON Semiconductor Corp.
$33.7M
BIIBBiogen Inc.
$29.1M
HUNHuntsman Corporation
$28.6M
INCYIncyte Corporation
$27.3M
MSFTMicrosoft Corp.
$26.8M
PFEPfizer Inc.
$26.5M
PEPPepsiCo, Inc.
$24.4M
OXYOccidental Petroleum Corp.
$23.0M
CMCSAComcast Corporation
$23.0M
CVXChevron Corp
$22.7M
GISGeneral Mills, Inc.
$22.3M
Life Storage, Inc.
$22.2M
ETNEaton Corporation PLC
$20.7M
EMREmerson Electric Co.
$20.2M
PFGPrincipal Financial Group, Inc
$19.8M
LVSLas Vegas Sands Corp.
$19.8M
WFCWells Fargo & Co.
$18.7M
BAThe Boeing Company
$18.6M
PRUPrudential Financial Inc.
$17.9M
CSCOCisco Systems, Inc.
$15.6M
PGProcter & Gamble
$12.9M
APDAir Products & Chemicals Inc.
$12.9M
EMNEastman Chemical Co.
$12.8M
GILDGilead Sciences, Inc.
$12.8M
MMM3M Company
$12.6M
INTCIntel Corp.
$12.5M
VZVerizon Communications
$11.4M
PLNTPlanet Fitness, Inc.
$6.0M
FTNTFortinet Inc.
$5.6M
MMSIMerit Medical Systems, Inc.
$5.4M
GIIIG III Apparel Group LTD
$5.4M
LITELumentum Holdings Inc.
$5.1M
GMEDGlobus Medical, Inc.
$4.9M
GTNGray Television Inc
$4.8M
Wintrust Financial Corporation
$4.6M
Quantenna Communications, Inc.
$4.5M
Amphastar Pharmaceuticals, Inc
$4.3M
PetIQ, Inc.
$4.2M
UPLDUpland Software Inc.
$3.9M
LINDLindblad Expeditions Holdings,
$3.7M
Triton International Limited o
$3.6M
MTZMastec, Inc.
$3.6M
Turning Point Brands, Inc.
$3.6M
COLMColumbia Sportswear Company
$3.6M
PUMPProPetro Holding Corp.
$3.5M
DCODucommun Incorporated
$3.5M
Quanta Services, Inc.
$3.4M
UFPTUFP Technologies, Inc.
$3.3M
Sterling Bancorp
$3.3M
Clarus Corporation
$3.3M
Premier, Inc.
$3.1M
WDWalker & Dunlop Inc.
$3.0M
Vonage Holdings Corporation
$3.0M
ALRMAlarm.com Holdings, Inc.
$3.0M
OMFOneMain Holdings, Inc.
$3.0M
Cousins Properties, Inc.
$3.0M
ATKRAtkore International Group Inc
$2.9M
ANIPANI Pharmaceuticals, Inc.
$2.9M
WKCWorld Fuel Svcs
$2.9M
CALYCallaway Golf
$2.8M
CRSCarpenter Technology
$2.7M
COHRII VI Incorporated
$2.6M
STRLSterling Construction Company,
$2.6M
Carbonite Inc.
$2.6M
DGIIDIGI International Inc
$2.6M
DIODDiodes Incorporated
$2.5M
CECOCECO Enviromental Corp.
$2.4M
SUPNSupernus Pharmaceuticals Inc.
$2.4M
JNJJohnson & Johnson
$2.3M
MRTNMarten Transport, Ltd.
$2.3M
KFYKorn Ferry
$2.3M
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