ARGENT CAPITAL MANAGEMENT LLC Q1 2024 Filing

Filed April 29, 2024

Portfolio Value

$3.4T

Holdings

151

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (151 positions)

StockValue
MSFTMicrosoft Corporation
$221.8B
AMZNAmazon.com, Inc.
$189.9B
URIUnited Rentals, Inc.
$120.7B
AAPLApple Inc.
$118.1B
MAMastercard Incorporated
$115.1B
GOOGLAlphabet Inc. Class A
$114.5B
BAHBooz Allen Hamilton Holding Corporation
$112.1B
AMATApplied Materials, Inc.
$110.0B
CDWCDW Corporation
$104.2B
DHRDanaher Corporation
$99.6B
DHID.R. Horton, Inc.
$98.2B
CGThe Carlyle Group Inc.
$97.8B
UNHUnitedHealth Group, Incorporated
$92.0B
CPRTCopart, Inc.
$87.6B
ABBVAbbVie Inc.
$86.6B
PXDEURPioneer Natural Resources Co.
$80.6B
BXBlackstone Inc.
$77.5B
VVisa Inc.
$77.1B
T7DTransDigm Group Incorporated
$75.9B
FICOFair Isaac Corporation
$68.9B
WCNWaste Connections, Inc.
$65.4B
MRVLMarvell Technology, Inc.
$56.3B
HDThe Home Depot, Inc.
$55.4B
PGRThe Progressive Corporation
$54.3B
JPMJPMorgan Chase & Co.
$50.2B
ORLYO'Reilly Automotive, Inc.
$49.9B
AFWAlign Technology Inc
$44.8B
BRBRBellRing Brands, Inc.
$44.2B
FTNTFortinet, Inc.
$43.9B
ETNEaton Corporation plc
$41.9B
NEENextEra Energy, Inc.
$40.6B
CRLCharles River Laboratories Intl, Inc.
$39.9B
MNSTMonster Beverage Corporation
$39.8B
FERGFerguson PLC
$35.8B
HLIHoulihan Lokey, Inc.
$31.2B
ACNAccenture plc
$29.7B
TFIITFI International Inc.
$28.9B
CVXChevron Corporation
$28.8B
GRMNGarmin Ltd.
$27.8B
ADPAutomatic Data Processing, Inc.
$25.9B
OMFOneMain Holdings, Inc.
$25.7B
PEPPepsiCo, Inc.
$25.7B
TSCOTractor Supply Company
$24.9B
BLKCHFBlackRock, Inc.
$24.3B
TMOThermo Fisher Scientific, Inc.
$23.4B
A4SAmeriprise Financial, Inc.
$22.5B
RSGRepublic Services, Inc.
$22.4B
ORCLOracle Corporation
$21.0B
AMGNAmgen Inc.
$19.9B
EXRExtra Space Storage Inc.
$19.5B
TXNTexas Instruments Incorporated
$18.0B
TRIThomson Reuters Corporation
$16.5B
POOLPool Corporation
$15.9B
PGThe Procter & Gamble Company
$15.2B
BLDRBuilders FirstSource, Inc.
$9.1B
MEDPMedpace Holdings, Inc.
$6.4B
NVDANVIDIA Corporation
$6.0B
BLDTopBuild Corp.
$5.1B
CITCintas Corporation
$5.0B
AG8Agilent Technologies, Inc.
$4.2B
HCAHCA Healthcare, Inc.
$4.1B
FSVFirstService Corporation
$4.0B
DSGThe Descartes Systems Group Inc.
$4.0B
CBZCBIZ, Inc.
$4.0B
VCTRVictory Capital Holdings, Inc.
$4.0B
ENQEntegris, Inc.
$3.8B
AFGAmerican Finacial Group, Inc.
$3.8B
ICFIICF International Inc.
$3.7B
AMEAMETEK, Inc.
$3.7B
ITGartner, Inc
$3.7B
TPDTempur Sealy International Inc.
$3.7B
WMSAdvanced Drainage Systems, Inc.
$3.5B
MOHMolina Healthcare, Inc.
$3.5B
CIGIColliers International Group Inc.
$3.3B
AWGAsbury Automotive Group, Inc.
$2.7B
MUSAMurphy USA Inc.
$2.7B
AZPN1USDAspen Technology, Inc.
$2.6B
GOOGAlphabet Inc. Class C
$2.6B
ADUSAddus Homecare Corp
$2.5B
MRO*Marathon Oil Corp.
$2.5B
SCIService Corporation International
$2.4B
COSTCostco Wholesale Corporation
$2.3B
LNGCheniere Energy, Inc
$2.2B
PATKPatrick Industries, Inc.
$2.1B
WMTWalmart, Inc.
$1.9B
TTTrane Technologies plc
$1.8B
EXPOExponent, Inc.
$1.7B
EWEdwards Lifesciences
$1.6B
HONHoneywell International Inc.
$1.6B
MRKMerck & Co, Inc.
$1.4B
BRK/BBerkshire Hathaway Inc. Class B
$1.2B
FDSFactset Research Systems, Inc.
$999.7M
JNJJohnson & Johnson
$979.4M
ICEIntercontinental Exchange
$893.3M
XOMExxon Mobil Corp
$859.0M
LPLALPL Financial Holdings Inc.
$858.6M
SKYSkyline Champion Corporation
$802.1M
RLIRLI Corp
$761.5M
ABTAbbott Laboratories
$753.8M
EMREmerson Electric Co.
$748.6M
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