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)

#StockSharesValue% PortfolioType
101
GRBKGreen Brick Partners Inc.
11,825$712.2M0.02%
102
ASGNASGN Incorporated
6,549$686.1M0.02%
103
RTXRaytheon Technologies Corp.
6,660$649.5M0.02%
104
BRK-B1/100 Berkshire Hthwy Cl A (Schwab cusip)
100$634.4M0.02%
105
UFPIUFP Industries, Inc.
5,133$631.4M0.02%
106
KOCoca-Cola
10,310$630.8M0.02%
107
SBUXStarbucks Corp
6,865$627.4M0.02%
108
YUMYum! Brands
4,500$623.9M0.02%
109
DYHTarget Corporation
3,495$619.4M0.02%
110
PLUSePlus, Inc.
7,881$619.0M0.02%
111
Argent Mid Cap ETF
17,549$600.7M0.02%
112
HLNEHamilton Lane Incorporated
5,279$595.3M0.02%
113
IVViShares Core S&P 500 ETF
1,124$590.9M0.02%
114
NKENike Inc, Cl. B
6,200$582.7M0.02%
115
DISThe Walt Disney Company
4,685$573.3M0.02%
116
RBCRBC Bearings Incorporated
2,046$553.1M0.02%
117
ADIAnalog Devices, Inc.
2,648$523.7M0.02%
118
PANWPalo Alto Networks, Inc.
1,800$511.4M0.01%
119
MGYMagnolia Oil & Gas Corporation
18,564$481.7M0.01%
120
SEMSelect Medical Holdings Corporation
15,557$469.0M0.01%
121
IJRiShares Core S&P Smallcap - ETF
4,186$462.6M0.01%
122
HRIHerc Holdings, Inc.
2,692$453.1M0.01%
123
SCHXSchwab US Large-Cap ETF
6,790$421.4M0.01%
124
BKBank of New York Mellon Corp
7,280$419.5M0.01%
125
ADBEAdobe Inc.
770$388.5M0.01%
126
CARRCarrier Global Corporation
6,660$387.1M0.01%
127
POSTPost Holdings, Inc.
3,533$375.5M0.01%
128
ENVUSDEnvestnet, Inc.
6,338$367.0M0.01%
129
BCPCBalchem Corporation
2,245$347.9M0.01%
130
LOWLowe's Companies Inc.
1,340$341.3M0.01%
131
QLYSQualys, Inc.
2,032$339.1M0.01%
132
BB4Axos Financials, Inc.
5,999$324.2M0.01%
133
AQLTiShares Core MSCI EAFE ETF
4,340$322.1M0.01%
134
ELEstee Lauder
2,000$308.3M0.01%
135
TJXTJX Co.
2,700$273.8M0.01%
136
GBCIGlacier Bancorp, Inc.
6,783$273.2M0.01%
137
ALGAlamo Group Inc.
1,187$271.0M0.01%
138
CSLCarlisle Companies, Inc.
690$270.4M0.01%
139
CNCCentene Corporation
3,415$268.0M0.01%
140
GISGeneral Mills, Inc.
3,810$266.6M0.01%
141
ATKRAtkore Inc.
1,384$263.5M0.01%
142
NPOEnPro Inc.
1,552$261.9M0.01%
143
UNPUnion Pacific Corporation
1,053$259.0M0.01%
144
QCOMQUALCOMM Incorporated
1,500$253.9M0.01%
145
PKGPackaging Corp. of America
1,290$244.8M0.01%
146
CSCOCisco Systems, Inc.
4,750$237.1M0.01%
147
LMTLockheed Martin Corporation
490$222.9M0.01%
148
MSGSMadison Square Garden Sports Corp
1,176$217.0M0.01%
149
CPKChesapeake Utilities Corp
1,996$214.2M0.01%
150
ALRMAlarm.com Holdings, Inc.
2,773$201.0M0.01%
151
IIIVI3 Verticals, LLC
8,755$200.4M0.01%
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