ARGENT CAPITAL MANAGEMENT LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$3.1B

Holdings

151

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (151 positions)

StockValue
MSFTMicrosoft Corporation
$199.3M
AMZNAmazon.com, Inc.
$164.8M
AAPLApple Inc.
$136.1M
URIUnited Rentals, Inc.
$119.6M
GOOGLAlphabet Inc. Class A
$108.5M
UNHUnitedHealth Group, Incorporated
$104.0M
MAMastercard Incorporated
$103.6M
BAHBooz Allen Hamilton Holding Corporation
$99.5M
CDWCDW Corporation
$95.5M
DHRDanaher Corporation
$95.0M
DHID.R. Horton, Inc.
$92.7M
AMATApplied Materials, Inc.
$89.4M
CGThe Carlyle Group Inc.
$82.0M
BXBlackstone Inc.
$79.4M
CPRTCopart, Inc.
$76.3M
ABBVAbbVie Inc.
$75.9M
BRBRBellRing Brands, Inc.
$74.2M
VVisa Inc.
$74.2M
FICOFair Isaac Corporation
$65.8M
WCNWaste Connections, Inc.
$58.5M
HDThe Home Depot, Inc.
$52.1M
PXDEURPioneer Natural Resources Co.
$49.7M
MRVLMarvell Technology, Inc.
$48.6M
AMEAMETEK, Inc.
$44.4M
JPMJPMorgan Chase & Co.
$43.1M
MNSTMonster Beverage Corporation
$40.0M
FTNTFortinet, Inc.
$38.5M
POSTPost Holdings, Inc.
$37.9M
ETNEaton Corporation plc
$32.3M
FERGFerguson PLC
$32.2M
ACNAccenture plc
$30.4M
HLIHoulihan Lokey, Inc.
$29.8M
XLFIUtilities Select Sector SPDR Fund - ETF
$28.3M
PEPPepsiCo, Inc.
$25.3M
ADPAutomatic Data Processing, Inc.
$24.7M
GRMNGarmin Ltd.
$24.3M
BLKCHFBlackRock, Inc.
$24.1M
TMOThermo Fisher Scientific, Inc.
$22.8M
CVXChevron Corporation
$22.6M
DWDMorgan Stanley
$22.0M
EXRExtra Space Storage Inc.
$21.7M
EMREmerson Electric Co.
$21.3M
TSCOTractor Supply Company
$21.0M
A4SAmeriprise Financial, Inc.
$20.2M
RSGRepublic Services, Inc.
$19.7M
APDAir Products and Chemicals, Inc.
$18.8M
GILDGilead Sciences, Inc.
$18.4M
ORCLOracle Corporation
$17.9M
TXNTexas Instruments Incorporated
$17.8M
AFWAlign Technology Inc
$16.0M
SPDR S&P Dividend ETF
$15.1M
CRLCharles River Laboratories Intl, Inc.
$14.6M
PGThe Procter & Gamble Company
$14.1M
NEENextEra Energy, Inc.
$11.1M
BLDRBuilders FirstSource, Inc.
$7.1M
SCHXSchwab US Large-Cap ETF
$6.2M
IWRIShares Russell Mid-cap ETF
$5.6M
MEDPMedpace Holdings, Inc.
$4.8M
CITCintas Corporation
$4.4M
BLDTopBuild Corp.
$4.3M
NVDANVIDIA Corporation
$4.1M
AG8Agilent Technologies, Inc.
$4.0M
FSVFirstService Corporation
$3.9M
DSGThe Descartes Systems Group Inc.
$3.6M
OMFOneMain Holdings, Inc.
$3.5M
ITGartner, Inc
$3.5M
CIGIColliers International Group Inc.
$3.3M
TPDTempur Sealy International Inc.
$3.3M
HCAHCA Healthcare, Inc.
$3.3M
ICFIICF International Inc.
$3.3M
ENQEntegris, Inc.
$3.2M
VCTRVictory Capital Holdings, Inc.
$3.2M
CBZCBIZ, Inc.
$3.1M
MOHMolina Healthcare, Inc.
$3.0M
WMSAdvanced Drainage Systems, Inc.
$2.9M
TFIITFI International Inc.
$2.8M
AZPN1USDAspen Technology, Inc.
$2.6M
ATKRAtkore Inc.
$2.4M
AWGAsbury Automotive Group, Inc.
$2.4M
GOOGAlphabet Inc. Class C
$2.4M
LNGCheniere Energy, Inc
$2.3M
MUSAMurphy USA Inc.
$2.2M
MRO*Marathon Oil Corp.
$2.1M
SCIService Corporation International
$2.1M
COSTCostco Wholesale Corporation
$2.1M
AFGAmerican Finacial Group, Inc.
$1.8M
WMTWalmart, Inc.
$1.7M
HONHoneywell International Inc.
$1.6M
SCHDSchwab US Dividend Equity ETF
$1.5M
TTTrane Technologies plc
$1.4M
EWEdwards Lifesciences
$1.3M
IVViShares Core S&P 500 ETF
$1.3M
NKENike Inc, Cl. B
$1.3M
MRKMerck & Co, Inc.
$1.1M
CSCOCisco Systems, Inc.
$1.1M
BRK/BBerkshire Hathaway Inc. Class B
$1.1M
FDSFactset Research Systems, Inc.
$1.0M
JNJJohnson & Johnson
$972K
ADUSAddus Homecare Corp
$920K
ICEIntercontinental Exchange
$835K
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