ARGENT CAPITAL MANAGEMENT LLC Q3 2024 Filing

Filed October 23, 2024

Portfolio Value

$3.6B

Holdings

153

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (153 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft Corporation
511,188$220.0T6090186.07%
2
AMZNAmazon.com, Inc.
1,022,579$190.5T5275430.23%
3
AAPLApple Inc.
673,706$157.0T4346150.82%
4
URIUnited Rentals, Inc.
163,522$132.4T3666015.44%
5
GOOGLAlphabet Inc. Class A
738,506$122.5T3391156.53%
6
BAHBooz Allen Hamilton Holding Corporation
735,041$119.6T3312361.07%
7
UNHUnitedHealth Group, Incorporated
203,455$119.0T3293546.29%
8
MAMastercard Incorporated
233,433$115.3T3191478.06%
9
DHID.R. Horton, Inc.
572,370$109.2T3023190.67%
10
DHRDanaher Corporation
387,550$107.7T2983195.20%
11
AMATApplied Materials, Inc.
516,966$104.5T2892004.15%
12
FICOFair Isaac Corporation
52,756$102.5T2838828.15%
13
NVDANVIDIA Corporation
738,958$89.7T2484618.68%
14
BXBlackstone Inc.
573,732$87.9T2432471.27%
15
CGThe Carlyle Group Inc.
2,030,429$87.4T2420694.48%
16
T7DTransDigm Group Incorporated
59,740$85.3T2360516.19%
17
XOMExxon Mobil Corp
700,118$82.1T2272224.67%
18
CPRTCopart, Inc.
1,475,336$77.3T2140427.17%
19
VVisa Inc.
268,379$73.8T2043057.34%
20
AVGOBroadcom Inc.
392,761$67.8T1875840.22%
21
WCNWaste Connections, Inc.
369,881$66.1T1831286.51%
22
PGRThe Progressive Corporation
254,481$64.6T1787956.92%
23
HCAHCA Healthcare, Inc.
158,512$64.4T1783722.50%
24
HDThe Home Depot, Inc.
139,738$56.6T1567696.79%
25
NEENextEra Energy, Inc.
616,152$52.1T1442038.06%
26
JPMJPMorgan Chase & Co.
242,709$51.2T1416964.36%
27
ORLYO'Reilly Automotive, Inc.
42,737$49.2T1362648.74%
28
NOWServiceNow, Inc.
54,861$49.1T1358528.92%
29
FTNTFortinet, Inc.
626,194$48.6T1344525.17%
30
MUSAMurphy USA Inc.
92,774$45.7T1266010.79%
31
ETNEaton Corporation plc
130,022$43.1T1193165.84%
32
OMFOneMain Holdings, Inc.
809,176$38.1T1054545.34%
33
HLIHoulihan Lokey, Inc.
240,813$38.1T1053588.67%
34
GRMNGarmin Ltd.
181,038$31.9T882337.95%
35
FERGFerguson Enterprises Inc.
159,356$31.6T876114.60%
36
AFWAlign Technology Inc
124,261$31.6T874970.87%
37
MEDPMedpace Holdings, Inc.
91,732$30.6T847784.42%
38
AMGNAmgen Inc.
93,310$30.1T832425.67%
39
ACNAccenture plc
82,769$29.3T810046.00%
40
ADPAutomatic Data Processing, Inc.
100,309$27.8T768556.31%
41
ORCLOracle Corporation
162,451$27.7T766424.43%
42
TSCOTractor Supply Company
92,152$26.8T742285.00%
43
BLKBlackRock, Inc.
28,205$26.8T741475.74%
44
CVXChevron Corporation
173,118$25.5T705886.09%
45
PEPPepsiCo, Inc.
142,855$24.3T672591.83%
46
TFIITFI International Inc.
176,917$24.2T670533.48%
47
TMOThermo Fisher Scientific, Inc.
38,711$23.9T662983.92%
48
A4SAmeriprise Financial, Inc.
49,399$23.2T642572.62%
49
EXRExtra Space Storage Inc.
128,453$23.1T640845.83%
50
RSGRepublic Services, Inc.
113,025$22.7T628497.19%
51
PATKPatrick Industries, Inc.
151,004$21.5T595231.44%
52
TXNTexas Instruments Incorporated
100,949$20.9T577360.41%
53
TRIThomson Reuters Corporation
101,796$17.4T480827.90%
54
CDWCDW Corporation
33,019$7.5T206885.10%
55
BLDRBuilders FirstSource, Inc.
33,632$6.5T180517.44%
56
CITCintas Corporation
30,473$6.3T173703.63%
57
VCTRVictory Capital Holdings, Inc.
108,709$6.0T166745.13%
58
CIGIColliers International Group Inc.
38,477$5.8T161726.12%
59
FSVFirstService Corporation
28,795$5.3T145466.70%
60
ADUSAddus Homecare Corp
39,257$5.2T144592.23%
61
DSGThe Descartes Systems Group Inc.
50,681$5.2T144474.75%
62
CBZCBIZ, Inc.
75,981$5.1T141557.77%
63
ITGartner, Inc
9,821$5.0T137795.89%
64
BLDTopBuild Corp.
11,915$4.8T134203.51%
65
ICFIICF International Inc.
28,880$4.8T133366.25%
66
AG8Agilent Technologies, Inc.
29,927$4.4T123029.87%
67
AFGAmerican Finacial Group, Inc.
28,575$3.8T106491.14%
68
TPDTempur Sealy International Inc.
67,606$3.7T102201.63%
69
AMEAMETEK, Inc.
20,960$3.6T99647.65%
70
LPLALPL Financial Holdings Inc.
15,465$3.6T99608.09%
71
ENQEntegris, Inc.
28,273$3.2T88088.46%
72
AWGAsbury Automotive Group, Inc.
13,287$3.2T87772.28%
73
MOHMolina Healthcare, Inc.
9,003$3.1T85887.58%
74
COSTCostco Wholesale Corporation
3,145$2.8T77194.68%
75
EXPOExponent, Inc.
24,150$2.8T77081.85%
76
GOOGAlphabet Inc. Class C
16,550$2.8T76610.17%
77
TTEKTetra Tech, Inc.
57,306$2.7T74826.07%
78
CHRChurchill Downs Incorporated
19,542$2.6T73157.03%
79
SCIService Corporation International
33,197$2.6T72547.89%
80
WMTWalmart, Inc.
31,725$2.6T70928.77%
81
GDDYGoDaddy Inc.
16,130$2.5T70016.95%
82
LNGCheniere Energy, Inc
13,942$2.5T69421.07%
83
TTTrane Technologies plc
5,915$2.3T63662.11%
84
BB4Axos Financials, Inc.
34,039$2.1T59260.80%
85
MRVLMarvell Technology, Inc.
25,605$1.8T51128.69%
86
GRBKGreen Brick Partners Inc.
19,848$1.7T45897.12%
87
BRBRBellRing Brands, Inc.
26,313$1.6T44236.45%
88
HONHoneywell International Inc.
7,660$1.6T43839.80%
89
PGThe Procter & Gamble Company
8,982$1.6T43074.70%
90
HLNEHamilton Lane Incorporated
9,057$1.5T42225.89%
91
SKYChampion Homes, Inc.
15,426$1.5T40510.62%
92
PLUSePlus, Inc.
14,602$1.4T39757.67%
93
RLIRLI Corp
8,533$1.3T36614.70%
94
UFPIUFP Industries, Inc.
9,065$1.2T32931.62%
95
MRKMerck & Co, Inc.
10,440$1.2T32824.94%
96
SEMSelect Medical Holdings Corporation
30,673$1.1T29613.29%
97
EWEdwards Lifesciences
16,200$1.1T29598.61%
98
ICEIntercontinental Exchange
6,500$1.0T28909.81%
99
RBCRBC Bearings Incorporated
3,398$1.0T28165.94%
100
FDSFactset Research Systems, Inc.
2,200$1.0T28010.26%
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