ARGENT CAPITAL MANAGEMENT LLC Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$3.5B
Holdings
154
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (154 positions)
| Stock | Value |
|---|---|
MSFTMicrosoft Corporation | $244.0M |
AMZNAmazon.com, Inc. | $215.0M |
NVDANVIDIA Corporation | $137.7M |
MAMastercard Incorporated | $125.9M |
GOOGLAlphabet Inc. Class A | $124.4M |
AVGOBroadcom Inc. | $104.6M |
T7DTransDigm Group Incorporated | $102.7M |
PGRThe Progressive Corporation | $91.3M |
AMATApplied Materials, Inc. | $91.0M |
VVisa Inc. | $91.0M |
URIUnited Rentals, Inc. | $90.5M |
HCAHCA Healthcare, Inc. | $88.3M |
AAPLApple Inc. | $84.3M |
BXBlackstone Inc. | $82.6M |
BAHBooz Allen Hamilton Holding Corporation | $80.5M |
METAMeta Platforms, Inc. | $80.2M |
DHRDanaher Corporation | $72.5M |
XOMExxon Mobil Corp | $71.6M |
DHID.R. Horton, Inc. | $70.3M |
CPRTCopart, Inc. | $69.9M |
JPMJPMorgan Chase & Co. | $67.9M |
NOWServiceNow, Inc. | $66.3M |
WCNWaste Connections, Inc. | $65.9M |
FTNTFortinet, Inc. | $64.8M |
TYLTyler Technologies, Inc. | $61.0M |
ORLYO'Reilly Automotive, Inc. | $54.7M |
OMFOneMain Holdings, Inc. | $47.0M |
APOApollo Global Management, Inc. | $45.6M |
ETNEaton Corporation plc | $45.1M |
HLIHoulihan Lokey, Inc. | $43.5M |
NEENextEra Energy, Inc. | $40.9M |
MUSAMurphy USA Inc. | $35.6M |
ORCLOracle Corporation | $34.4M |
INTUIntuit Inc. | $33.8M |
FERGFerguson Enterprises Inc. | $33.8M |
CGThe Carlyle Group Inc. | $32.2M |
ADPAutomatic Data Processing, Inc. | $30.1M |
RLIRLI Corp | $27.8M |
RSGRepublic Services, Inc. | $27.1M |
MEDPMedpace Holdings, Inc. | $25.2M |
HDThe Home Depot, Inc. | $24.2M |
AMGNAmgen Inc. | $24.1M |
ACNAccenture plc | $24.0M |
CVXChevron Corporation | $23.7M |
TSCOTractor Supply Company | $23.7M |
AFWAlign Technology Inc | $21.5M |
PATKPatrick Industries, Inc. | $20.7M |
TRIThomson Reuters Corporation | $19.9M |
GRMNGarmin Ltd. | $19.5M |
TXNTexas Instruments Incorporated | $19.2M |
EXRExtra Space Storage Inc. | $18.5M |
PEPPepsiCo, Inc. | $18.1M |
MSAMSA Safety Incorporated | $17.2M |
TMOThermo Fisher Scientific, Inc. | $14.7M |
TFIITFI International Inc. | $12.8M |
EMREmerson Electric Co. | $9.6M |
VCTRVictory Capital Holdings, Inc. | $7.7M |
LPLALPL Financial Holdings Inc. | $7.2M |
FICOFair Isaac Corporation | $6.9M |
CBZCBIZ, Inc. | $6.4M |
DSGThe Descartes Systems Group Inc. | $6.0M |
CIGIColliers International Group Inc. | $5.9M |
FSVFirstService Corporation | $5.9M |
ADUSAddus Homecare Corp | $5.3M |
FIXComfort Systems USA, Inc. | $5.2M |
HLNEHamilton Lane Incorporated | $5.2M |
CITCintas Corporation | $5.1M |
ITGartner, Inc | $4.4M |
GDDYGoDaddy Inc. | $4.3M |
TPDSomnigroup International Inc. | $4.2M |
AMEAMETEK, Inc. | $4.1M |
ICFIICF International Inc. | $4.1M |
AG8Agilent Technologies, Inc. | $3.9M |
SCIService Corporation International | $3.8M |
LNGCheniere Energy, Inc | $3.8M |
BLDTopBuild Corp. | $3.8M |
MANHManhattan Associates, Inc. | $3.7M |
BLDRBuilders FirstSource, Inc. | $3.5M |
WMTWalmart, Inc. | $3.1M |
BB4Axos Financials, Inc. | $3.0M |
GOOGAlphabet Inc. Class C | $2.9M |
BMIBadger Meter, Inc. | $2.8M |
COSTCostco Wholesale Corporation | $2.7M |
ULSUL Solutions Inc. | $2.6M |
ENQEntegris, Inc. | $2.5M |
TTTrane Technologies plc | $2.4M |
TTEKTetra Tech, Inc. | $2.2M |
CHRChurchill Downs Incorporated | $2.2M |
FSSFederal Signal Corporation | $2.0M |
KNSLKinsale Capital Group, Inc. | $1.8M |
RBCRBC Bearings Incorporated | $1.8M |
GRBKGreen Brick Partners Inc. | $1.7M |
PLUSePlus, Inc. | $1.5M |
PGThe Procter & Gamble Company | $1.4M |
BRBRBellRing Brands, Inc. | $1.3M |
UFPIUFP Industries, Inc. | $1.3M |
MGYMagnolia Oil & Gas Corporation | $1.2M |
ICEIntercontinental Exchange | $1.2M |
EWEdwards Lifesciences | $1.1M |
HONHoneywell International Inc. | $1.1M |
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