ARGENT CAPITAL MANAGEMENT LLC Q4 2025 Filing

Filed January 5, 2026

Portfolio Value

$3.5B

Holdings

159

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (159 positions)

StockValue
GOOGLAlphabet Inc. Class A
$235.3M
NVDANVIDIA Corporation
$232.7M
MSFTMicrosoft Corporation
$228.7M
AMZNAmazon.com, Inc.
$217.7M
AMATApplied Materials, Inc.
$121.6M
MAMastercard Incorporated
$120.3M
AVGOBroadcom Inc.
$118.2M
HCAHCA Healthcare, Inc.
$104.5M
AAPLApple Inc.
$100.3M
URIUnited Rentals, Inc.
$93.5M
VVisa Inc.
$86.5M
T7DTransDigm Group Incorporated
$86.2M
BXBlackstone Inc.
$81.3M
DHRDanaher Corporation
$80.7M
XOMExxon Mobil Corp
$77.3M
DHID.R. Horton, Inc.
$75.8M
IWBiShares Russell 1000 ETF
$74.3M
PGRThe Progressive Corporation
$73.4M
JPMJPMorgan Chase & Co.
$73.1M
METAMeta Platforms, Inc.
$69.1M
WCNWaste Connections, Inc.
$59.3M
OMFOneMain Holdings, Inc.
$54.4M
ORLYO'Reilly Automotive, Inc.
$53.2M
NEENextEra Energy, Inc.
$50.3M
MUSAMurphy USA Inc.
$50.0M
FTNTFortinet, Inc.
$46.6M
MEDPMedpace Holdings, Inc.
$42.9M
NOWServiceNow, Inc.
$42.2M
HLIHoulihan Lokey, Inc.
$41.1M
ETNEaton Corporation plc
$38.9M
CGThe Carlyle Group Inc.
$35.6M
FERGFerguson Enterprises Inc.
$33.7M
TMOThermo Fisher Scientific, Inc.
$30.3M
SCHDSchwab US Dividend Equity ETF
$29.8M
AMGNAmgen Inc.
$27.7M
CVXChevron Corporation
$24.6M
PATKPatrick Industries, Inc.
$23.8M
RSGRepublic Services, Inc.
$22.7M
HDThe Home Depot, Inc.
$22.1M
TXNTexas Instruments Incorporated
$20.5M
PEPPepsiCo, Inc.
$19.1M
GRMNGarmin Ltd.
$18.5M
JNJJohnson & Johnson
$17.5M
APOApollo Global Management, Inc.
$16.4M
MSAMSA Safety Incorporated
$16.1M
EXRExtra Space Storage Inc.
$15.9M
ORCLOracle Corporation
$15.2M
TSCOTractor Supply Company
$15.0M
UNHUnitedHealth Group, Incorporated
$14.5M
ADIAnalog Devices, Inc.
$14.3M
TYLTyler Technologies, Inc.
$13.4M
SSDSimpson Manufacturing Co., Inc.
$9.8M
EMREmerson Electric Co.
$9.2M
INTUIntuit Inc.
$8.5M
SCHXSchwab US Large-Cap ETF
$8.2M
IWRIShares Russell Mid-cap ETF
$7.7M
VCTRVictory Capital Holdings, Inc.
$7.5M
RLIRLI Corp
$7.2M
LPLALPL Financial Holdings Inc.
$6.8M
CIGIColliers International Group Inc.
$6.3M
FNFabrinet
$6.1M
FIXComfort Systems USA, Inc.
$5.4M
TPDSomnigroup International Inc.
$5.4M
FSVFirstService Corporation
$5.2M
GOOGAlphabet Inc. Class C
$5.1M
DSGThe Descartes Systems Group Inc.
$5.1M
ADUSAddus Homecare Corp
$4.8M
HLNEHamilton Lane Incorporated
$4.8M
BLDTopBuild Corp.
$4.8M
NRANRG Energy, Inc.
$4.8M
FICOFair Isaac Corporation
$4.7M
AMEAMETEK, Inc.
$4.6M
AG8Agilent Technologies, Inc.
$4.6M
IVViShares Core S&P 500 ETF
$4.3M
CITCintas Corporation
$4.2M
FSSFederal Signal Corporation
$4.0M
BB4Axos Financials, Inc.
$3.9M
ULSUL Solutions Inc.
$3.9M
USFDUS Foods Holding Corp.
$3.8M
MPWRMonolithic Power Systems, Inc.
$3.8M
HLTHilton Worldwide Holdings Inc.
$3.8M
HEIHEICO Corporation
$3.6M
WMTWalmart, Inc.
$3.5M
MANHManhattan Associates, Inc.
$3.4M
WWDWoodward Inc.
$3.2M
MSIMotorola Solutions, Inc.
$3.2M
BLDRBuilders FirstSource, Inc.
$3.0M
LNGCheniere Energy, Inc
$3.0M
COSTCostco Wholesale Corporation
$2.3M
TTTrane Technologies plc
$2.1M
VRTVertiv Holdings Co
$2.1M
RBCRBC Bearings Incorporated
$2.0M
CPRTCopart, Inc.
$1.8M
CRVLCorVel Corporation
$1.8M
IWDiShares Russell 1000 Value ETF
$1.8M
PLUSePlus, Inc.
$1.7M
GRBKGreen Brick Partners Inc.
$1.6M
ADPAutomatic Data Processing, Inc.
$1.5M
BMIBadger Meter, Inc.
$1.5M
SKYChampion Homes, Inc.
$1.4M
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