ARGENT CAPITAL MANAGEMENT LLC Q4 2022 Filing
Filed February 3, 2023
Portfolio Value
$2.8T
Holdings
143
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (143 positions)
| Stock | Value |
|---|---|
MSFTMicrosoft Corporation | $118.8M |
DHRDanaher Corporation | $106.9M |
UNHUnitedHealth Group, Incorporat | $105.4M |
AAPLApple Inc. | $100.0M |
NOCNorthrop Grumman Corporation | $95.2M |
MAMastercard Incorporated | $93.1M |
BAHBooz Allen Hamilton Holding Co | $90.5M |
ABBVAbbVie Inc. | $87.6M |
CDWCDW Corporation | $83.2M |
URIUnited Rentals, Inc. | $83.0M |
LPLALPL Financial Holdings Inc. | $81.6M |
JPMJPMorgan Chase & Co. | $79.3M |
AMPAmeriprise Financial, Inc. | $75.8M |
—Alphabet Inc. Class A | $75.8M |
PXDEURPioneer Natural Resources Co. | $72.4M |
AMZNAmazon.com, Inc. | $61.0M |
AMEAMETEK, Inc. | $60.1M |
—D.R. Horton, Inc. | $56.2M |
CCICrown Castle Inc. | $55.0M |
CNCCentene Corporation | $54.7M |
TGTTarget Corporation | $52.1M |
CPRTCopart, Inc. | $50.4M |
CGThe Carlyle Group Inc. | $48.7M |
BRK/BBerkshire Hathaway Inc. Class | $46.5M |
POSTPost Holdings, Inc. | $42.6M |
MNSTMonster Beverage Corporation | $38.6M |
CVXChevron Corporation | $38.4M |
BRBRBellRing Brands, Inc. | $37.2M |
CRLCharles River Laboratories Int | $37.1M |
FTNTFortinet, Inc. | $35.3M |
ETNEaton Corporation plc | $33.9M |
AMATApplied Materials, Inc. | $33.7M |
TRMBTrimble Inc. | $33.3M |
MRVLMarvell Technology, Inc. | $33.3M |
PEPPepsiCo, Inc. | $29.8M |
ADPAutomatic Data Processing, Inc | $28.6M |
PFGPrincipal Financial Group, Inc | $28.1M |
TSCOTractor Supply Company | $25.1M |
BLKBlackRock, Inc. | $24.1M |
EMREmerson Electric Co. | $23.8M |
DWDMorgan Stanley | $22.9M |
BMYBristol-Myers Squibb Company | $21.3M |
ACNAccenture plc | $21.3M |
—Fidelity National Financial, I | $20.1M |
TXNTexas Instruments Incorporated | $19.7M |
GISGeneral Mills, Inc. | $19.3M |
HLIHoulihan Lokey, Inc. | $17.7M |
APDAir Products and Chemicals, In | $17.7M |
CMCSAComcast Corporation | $17.2M |
—Life Storage, Inc. | $16.9M |
RFRegions Financial Corp. New | $16.8M |
PGThe Procter & Gamble Company | $16.4M |
ORCLOracle Corporation | $15.8M |
GILDGilead Sciences, Inc. | $14.1M |
EMNEastman Chemical Company | $11.6M |
SYYSysco Corporation | $11.1M |
CITCintas Corporation | $6.7M |
SCHXSchwab US Large-Cap ETF | $5.1M |
BLDRBuilders FirstSource, Inc. | $5.1M |
FICOFair Isaac Corporation | $4.8M |
NVRNVR, Inc. | $4.1M |
AAgilent Technologies, Inc. | $4.1M |
MEDPMedpace Holdings, Inc. | $3.7M |
ATKRAtkore Inc. | $3.7M |
—HCA Healthcare, Inc. | $3.6M |
SGITempur Sealy International Inc | $3.4M |
MOHMolina Healthcare, Inc. | $3.4M |
GMEDGlobus Medical, Inc. | $3.3M |
ZBRAZebra Technologies Corporation | $3.2M |
ITGartner, Inc | $3.1M |
—Aspen Technology, Inc. | $3.0M |
MRO*Marathon Oil Corp. | $2.9M |
AFGAmerican Finacial Group, Inc. | $2.9M |
BBWIBath & Body Works Inc. | $2.8M |
SCIService Corporation Internatio | $2.8M |
HUNHuntsman Corporation | $2.7M |
—Victory Capital Holdings, Inc. | $2.7M |
ICFIICF International Inc. | $2.7M |
ADUSAddus Homecare Corp | $2.7M |
IVViShares Core S&P 500 ETF | $2.7M |
OMFOneMain Holdings, Inc. | $2.6M |
CBZCBIZ, Inc. | $2.6M |
LNGCheniere Energy, Inc | $2.4M |
ARAntero Resources Corporation | $2.4M |
MASMasco Corporation | $2.2M |
BLDTopBuild Corp. | $2.2M |
WMSAdvanced Drainage Systems, Inc | $2.1M |
ENTGEntegris, Inc. | $2.0M |
HDThe Home Depot, Inc. | $1.9M |
NVDANVIDIA Corporation | $1.9M |
TMOThermo Fisher Scientific, Inc. | $1.7M |
WOOFPetco Health & Wellness Compan | $1.6M |
HONHoneywell International Inc. | $1.6M |
WMTWalmart, Inc. | $1.6M |
NEENextEra Energy, Inc. | $1.5M |
—Alphabet Inc. Class C | $1.5M |
NKENike Inc, Cl. B | $1.3M |
COSTCostco Wholesale Corporation | $1.3M |
EWEdwards Lifesciences | $1.2M |
JNJJohnson & Johnson | $1.2M |
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