ARGENT CAPITAL MANAGEMENT LLC Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$3.5T
Holdings
154
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (154 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corporation | 490,628 | $244.0B | 6.98% | |
| 2 | AMZNAmazon.com, Inc. | 979,956 | $215.0B | 6.15% | |
| 3 | NVDANVIDIA Corporation | 871,290 | $137.7B | 3.94% | |
| 4 | MAMastercard Incorporated | 224,130 | $125.9B | 3.60% | |
| 5 | GOOGLAlphabet Inc. Class A | 705,823 | $124.4B | 3.56% | |
| 6 | AVGOBroadcom Inc. | 379,526 | $104.6B | 2.99% | |
| 7 | T7DTransDigm Group Incorporated | 67,537 | $102.7B | 2.94% | |
| 8 | PGRThe Progressive Corporation | 342,308 | $91.3B | 2.61% | |
| 9 | AMATApplied Materials, Inc. | 497,258 | $91.0B | 2.60% | |
| 10 | VVisa Inc. | 256,263 | $91.0B | 2.60% | |
| 11 | URIUnited Rentals, Inc. | 120,123 | $90.5B | 2.59% | |
| 12 | HCAHCA Healthcare, Inc. | 230,421 | $88.3B | 2.52% | |
| 13 | AAPLApple Inc. | 410,637 | $84.3B | 2.41% | |
| 14 | BXBlackstone Inc. | 552,405 | $82.6B | 2.36% | |
| 15 | BAHBooz Allen Hamilton Holding Corporation | 773,138 | $80.5B | 2.30% | |
| 16 | METAMeta Platforms, Inc. | 108,721 | $80.2B | 2.30% | |
| 17 | DHRDanaher Corporation | 367,229 | $72.5B | 2.07% | |
| 18 | XOMExxon Mobil Corp | 664,152 | $71.6B | 2.05% | |
| 19 | DHID.R. Horton, Inc. | 545,650 | $70.3B | 2.01% | |
| 20 | CPRTCopart, Inc. | 1,425,323 | $69.9B | 2.00% | |
| 21 | JPMJPMorgan Chase & Co. | 234,323 | $67.9B | 1.94% | |
| 22 | NOWServiceNow, Inc. | 64,486 | $66.3B | 1.90% | |
| 23 | WCNWaste Connections, Inc. | 352,943 | $65.9B | 1.88% | |
| 24 | FTNTFortinet, Inc. | 613,204 | $64.8B | 1.85% | |
| 25 | TYLTyler Technologies, Inc. | 102,830 | $61.0B | 1.74% | |
| 26 | ORLYO'Reilly Automotive, Inc. | 607,131 | $54.7B | 1.57% | |
| 27 | OMFOneMain Holdings, Inc. | 824,567 | $47.0B | 1.34% | |
| 28 | APOApollo Global Management, Inc. | 321,551 | $45.6B | 1.30% | |
| 29 | ETNEaton Corporation plc | 126,456 | $45.1B | 1.29% | |
| 30 | HLIHoulihan Lokey, Inc. | 241,587 | $43.5B | 1.24% | |
| 31 | NEENextEra Energy, Inc. | 589,353 | $40.9B | 1.17% | |
| 32 | MUSAMurphy USA Inc. | 87,424 | $35.6B | 1.02% | |
| 33 | ORCLOracle Corporation | 157,389 | $34.4B | 0.98% | |
| 34 | INTUIntuit Inc. | 42,939 | $33.8B | 0.97% | |
| 35 | FERGFerguson Enterprises Inc. | 155,097 | $33.8B | 0.97% | |
| 36 | CGThe Carlyle Group Inc. | 625,786 | $32.2B | 0.92% | |
| 37 | ADPAutomatic Data Processing, Inc. | 97,762 | $30.1B | 0.86% | |
| 38 | RLIRLI Corp | 385,306 | $27.8B | 0.80% | |
| 39 | RSGRepublic Services, Inc. | 109,939 | $27.1B | 0.78% | |
| 40 | MEDPMedpace Holdings, Inc. | 80,247 | $25.2B | 0.72% | |
| 41 | HDThe Home Depot, Inc. | 65,882 | $24.2B | 0.69% | |
| 42 | AMGNAmgen Inc. | 86,382 | $24.1B | 0.69% | |
| 43 | ACNAccenture plc | 80,360 | $24.0B | 0.69% | |
| 44 | CVXChevron Corporation | 165,655 | $23.7B | 0.68% | |
| 45 | TSCOTractor Supply Company | 448,623 | $23.7B | 0.68% | |
| 46 | AFWAlign Technology Inc | 113,417 | $21.5B | 0.61% | |
| 47 | PATKPatrick Industries, Inc. | 224,005 | $20.7B | 0.59% | |
| 48 | TRIThomson Reuters Corporation | 99,145 | $19.9B | 0.57% | |
| 49 | GRMNGarmin Ltd. | 93,566 | $19.5B | 0.56% | |
| 50 | TXNTexas Instruments Incorporated | 92,400 | $19.2B | 0.55% | |
| 51 | EXRExtra Space Storage Inc. | 125,205 | $18.5B | 0.53% | |
| 52 | PEPPepsiCo, Inc. | 137,087 | $18.1B | 0.52% | |
| 53 | MSAMSA Safety Incorporated | 102,555 | $17.2B | 0.49% | |
| 54 | TMOThermo Fisher Scientific, Inc. | 36,284 | $14.7B | 0.42% | |
| 55 | TFIITFI International Inc. | 142,864 | $12.8B | 0.37% | |
| 56 | EMREmerson Electric Co. | 71,685 | $9.6B | 0.27% | |
| 57 | VCTRVictory Capital Holdings, Inc. | 121,309 | $7.7B | 0.22% | |
| 58 | LPLALPL Financial Holdings Inc. | 19,229 | $7.2B | 0.21% | |
| 59 | FICOFair Isaac Corporation | 3,749 | $6.9B | 0.20% | |
| 60 | CBZCBIZ, Inc. | 89,666 | $6.4B | 0.18% | |
| 61 | DSGThe Descartes Systems Group Inc. | 58,936 | $6.0B | 0.17% | |
| 62 | CIGIColliers International Group Inc. | 45,208 | $5.9B | 0.17% | |
| 63 | FSVFirstService Corporation | 33,794 | $5.9B | 0.17% | |
| 64 | ADUSAddus Homecare Corp | 46,004 | $5.3B | 0.15% | |
| 65 | FIXComfort Systems USA, Inc. | 9,719 | $5.2B | 0.15% | |
| 66 | HLNEHamilton Lane Incorporated | 36,508 | $5.2B | 0.15% | |
| 67 | CITCintas Corporation | 22,859 | $5.1B | 0.15% | |
| 68 | ITGartner, Inc | 10,884 | $4.4B | 0.13% | |
| 69 | GDDYGoDaddy Inc. | 23,649 | $4.3B | 0.12% | |
| 70 | TPDSomnigroup International Inc. | 61,578 | $4.2B | 0.12% | |
| 71 | AMEAMETEK, Inc. | 22,542 | $4.1B | 0.12% | |
| 72 | ICFIICF International Inc. | 47,946 | $4.1B | 0.12% | |
| 73 | AG8Agilent Technologies, Inc. | 32,931 | $3.9B | 0.11% | |
| 74 | SCIService Corporation International | 47,294 | $3.8B | 0.11% | |
| 75 | LNGCheniere Energy, Inc | 15,490 | $3.8B | 0.11% | |
| 76 | BLDTopBuild Corp. | 11,629 | $3.8B | 0.11% | |
| 77 | MANHManhattan Associates, Inc. | 18,627 | $3.7B | 0.11% | |
| 78 | BLDRBuilders FirstSource, Inc. | 30,190 | $3.5B | 0.10% | |
| 79 | WMTWalmart, Inc. | 31,743 | $3.1B | 0.09% | |
| 80 | BB4Axos Financials, Inc. | 39,275 | $3.0B | 0.09% | |
| 81 | GOOGAlphabet Inc. Class C | 16,280 | $2.9B | 0.08% | |
| 82 | BMIBadger Meter, Inc. | 11,370 | $2.8B | 0.08% | |
| 83 | COSTCostco Wholesale Corporation | 2,705 | $2.7B | 0.08% | |
| 84 | ULSUL Solutions Inc. | 35,830 | $2.6B | 0.07% | |
| 85 | ENQEntegris, Inc. | 31,358 | $2.5B | 0.07% | |
| 86 | TTTrane Technologies plc | 5,493 | $2.4B | 0.07% | |
| 87 | TTEKTetra Tech, Inc. | 62,521 | $2.2B | 0.06% | |
| 88 | CHRChurchill Downs Incorporated | 21,299 | $2.2B | 0.06% | |
| 89 | FSSFederal Signal Corporation | 18,930 | $2.0B | 0.06% | |
| 90 | KNSLKinsale Capital Group, Inc. | 3,761 | $1.8B | 0.05% | |
| 91 | RBCRBC Bearings Incorporated | 4,632 | $1.8B | 0.05% | |
| 92 | GRBKGreen Brick Partners Inc. | 27,079 | $1.7B | 0.05% | |
| 93 | PLUSePlus, Inc. | 20,565 | $1.5B | 0.04% | |
| 94 | PGThe Procter & Gamble Company | 8,491 | $1.4B | 0.04% | |
| 95 | BRBRBellRing Brands, Inc. | 21,938 | $1.3B | 0.04% | |
| 96 | UFPIUFP Industries, Inc. | 12,648 | $1.3B | 0.04% | |
| 97 | MGYMagnolia Oil & Gas Corporation | 54,776 | $1.2B | 0.04% | |
| 98 | ICEIntercontinental Exchange | 6,500 | $1.2B | 0.03% | |
| 99 | EWEdwards Lifesciences | 14,080 | $1.1B | 0.03% | |
| 100 | HONHoneywell International Inc. | 4,685 | $1.1B | 0.03% |
Page 1 of 2Next