ARGENT CAPITAL MANAGEMENT LLC Q2 2023 Filing
Filed July 31, 2023
Portfolio Value
$3.1T
Holdings
144
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (144 positions)
| Stock | Value |
|---|---|
MSFTMicrosoft Corporation | $198.2M |
AMZNAmazon.com, Inc. | $150.7M |
AAPLApple Inc. | $145.6M |
MAMastercard Incorporated | $102.9M |
—Alphabet Inc. Class A | $100.1M |
URIUnited Rentals, Inc. | $99.5M |
BAHBooz Allen Hamilton Holding Co | $94.5M |
DHRDanaher Corporation | $94.5M |
UNHUnitedHealth Group, Incorporat | $93.4M |
AMATApplied Materials, Inc. | $85.1M |
CDWCDW Corporation | $83.3M |
CPRTCopart, Inc. | $76.6M |
—D.R. Horton, Inc. | $75.0M |
VVisa Inc. | $72.4M |
PXDEURPioneer Natural Resources Co. | $72.1M |
ABBVAbbVie Inc. | $71.5M |
CGThe Carlyle Group Inc. | $70.8M |
BXBlackstone Inc. | $60.9M |
AFWAlign Technology Inc | $54.8M |
FTNTFortinet, Inc. | $54.5M |
NEENextEra Energy, Inc. | $54.0M |
MRVLMarvell Technology, Inc. | $52.7M |
BRBRBellRing Brands, Inc. | $52.3M |
HDThe Home Depot, Inc. | $51.9M |
FICOFair Isaac Corporation | $49.3M |
AMEAMETEK, Inc. | $47.0M |
CNCCentene Corporation | $44.0M |
ETNEaton Corporation plc | $42.8M |
MNSTMonster Beverage Corporation | $42.6M |
JPMJPMorgan Chase & Co. | $41.4M |
POSTPost Holdings, Inc. | $40.0M |
WCNWaste Connections, Inc. | $38.2M |
CRLCharles River Laboratories Int | $35.4M |
CVXChevron Corporation | $33.2M |
PEPPepsiCo, Inc. | $30.3M |
ACNAccenture plc | $29.9M |
—Ferguson PLC | $29.4M |
ADPAutomatic Data Processing, Inc | $25.9M |
TSCOTractor Supply Company | $24.3M |
BLKBlackRock, Inc. | $23.1M |
APDAir Products and Chemicals, In | $23.1M |
ORCLOracle Corporation | $22.7M |
DWDMorgan Stanley | $22.7M |
—Life Storage, Inc. | $22.5M |
GRMNGarmin Ltd. | $22.5M |
EMREmerson Electric Co. | $22.0M |
TXNTexas Instruments Incorporated | $21.3M |
AMPAmeriprise Financial, Inc. | $20.0M |
GILDGilead Sciences, Inc. | $19.6M |
HLIHoulihan Lokey, Inc. | $19.6M |
BMYBristol-Myers Squibb Company | $18.6M |
PGThe Procter & Gamble Company | $16.2M |
PFGPrincipal Financial Group, Inc | $15.7M |
NOCNorthrop Grumman Corporation | $14.7M |
CCICrown Castle Inc. | $9.8M |
BLDRBuilders FirstSource, Inc. | $7.4M |
NVRNVR, Inc. | $5.8M |
NVDANVIDIA Corporation | $5.4M |
—HCA Healthcare, Inc. | $4.6M |
CITCintas Corporation | $4.5M |
MEDPMedpace Holdings, Inc. | $4.4M |
AFGAmerican Finacial Group, Inc. | $4.0M |
ZBRAZebra Technologies Corporation | $3.8M |
BLDTopBuild Corp. | $3.8M |
OMFOneMain Holdings, Inc. | $3.6M |
ENTGEntegris, Inc. | $3.6M |
FSVFirstService Corporation | $3.5M |
ICFIICF International Inc. | $3.5M |
—Victory Capital Holdings, Inc. | $3.3M |
AAgilent Technologies, Inc. | $3.3M |
ITGartner, Inc | $3.2M |
DSGThe Descartes Systems Group In | $3.2M |
AWGAsbury Automotive Group, Inc. | $3.2M |
SGITempur Sealy International Inc | $3.1M |
MOHMolina Healthcare, Inc. | $3.1M |
CBZCBIZ, Inc. | $3.0M |
CIGIColliers International Group I | $2.9M |
WMSAdvanced Drainage Systems, Inc | $2.9M |
ATKRAtkore Inc. | $2.8M |
SCIService Corporation Internatio | $2.6M |
ADUSAddus Homecare Corp | $2.6M |
BBWIBath & Body Works Inc. | $2.5M |
LNGCheniere Energy, Inc | $2.5M |
MRO*Marathon Oil Corp. | $2.5M |
—Aspen Technology, Inc. | $2.4M |
EXPOExponent, Inc. | $2.2M |
—Alphabet Inc. Class C | $2.0M |
ARAntero Resources Corporation | $1.8M |
WMTWalmart, Inc. | $1.7M |
TMOThermo Fisher Scientific, Inc. | $1.7M |
COSTCostco Wholesale Corporation | $1.7M |
EWEdwards Lifesciences | $1.6M |
HONHoneywell International Inc. | $1.6M |
CMCSAComcast Corporation | $1.4M |
NKENike Inc, Cl. B | $1.3M |
MRKMerck & Co, Inc. | $1.2M |
TTTrane Technologies plc | $1.1M |
JNJJohnson & Johnson | $1.1M |
CSCOCisco Systems, Inc. | $1.1M |
BRK/BBerkshire Hathaway Inc. Class | $1.0M |
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