Argent Capital Management LLC

13F filer · CIK 0001120926

Reported Jul 15, 2026

13F portfolio value$3.17BU.S. long equity reported on 13F

Positions164Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight44.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 2026164 positions
GOOGLAlphabet Inc.	$226M	7.14%	0.01%	-10.1%	Q3 2015
NVDANvidia Corp	$206M	6.52%	0.00%	-10.5%	Q1 2016
AMZNAmazon Com Inc	$186M	5.86%	0.01%	-10.6%	Q1 2020
AMATApplied Materials Inc	$155M	4.88%	0.03%	-8.7%	Q2 2016
MSFTMicrosoft Corp	$145M	4.58%	0.01%	-10.0%	Q2 2013
URIUnited Rentals, Inc.	$111M	3.52%	0.16%	-11.6%	Q3 2017
AVGOBroadcom Inc.	$99.8M	3.15%	0.01%	-15.8%	Q1 2025
MAMastercard Inc	$92.3M	2.91%	0.01%	-10.5%	Q2 2013
AAPLApple Inc.	$92.1M	2.91%	0.00%	-8.1%	Q2 2013
DELLDell Technologies Inc.	$91.6M	2.89%	0.03%	New	Q2 2026
TDGTransDigm Group INC	$88.7M	2.80%	0.12%	-11.5%	Q1 2024
XOMExxonMobil Holdings Corp	$73.5M	2.32%	0.01%	-8.4%	Q2 2013
FTNTFortinet, Inc.	$72.6M	2.29%	0.06%	-15.8%	Q2 2013
DHIHorton D R Inc	$72.1M	2.28%	0.16%	-12.8%	Q2 2019
HCAHCA Healthcare, Inc.	$69.1M	2.18%	0.08%	-17.8%	Q2 2016
JPMJPMorgan Chase & Co	$63.6M	2.01%	0.01%	-5.1%	Q2 2013
ETNEaton Corp plc	$62.8M	1.98%	0.04%	-9.5%	Q2 2013
PGRProgressive Corp	$57.2M	1.81%	0.04%	-9.7%	Q1 2024
PNCPNC Financial Services Group, Inc.	$48.2M	1.52%	0.05%	-1.6%	Q1 2026
JAZZJazz Pharmaceuticals plc	$48.2M	1.52%	0.32%	New	Q2 2026
NEENextera Energy Inc	$46.4M	1.47%	0.03%	-8.3%	Q2 2013
METAMeta Platforms, Inc.	$46.3M	1.46%	Not reported	-14.8%	Q1 2015
WCNWaste Connections, Inc.	$46.2M	1.46%	0.11%	-10.9%	Q2 2023
ORLYO Reilly Automotive Inc	$44M	1.39%	0.06%	-10.9%	Q1 2024
VTRSViatris Inc	$40.5M	1.28%	0.22%	+18.0%	Q1 2026
RRXRegal Rexnord Corp	$39.7M	1.25%	0.25%	New	Q2 2026
CTASCintas Corp	$33M	1.04%	0.05%	+432.4%	Q4 2015
MEDPMedpace Holdings, Inc.	$31.9M	1.01%	0.22%	-21.4%	Q1 2020
FERGFerguson Enterprises Inc.	$30.4M	0.96%	0.07%	-12.6%	Q1 2023
USFDUS Foods Holding Corp.	$29.8M	0.94%	0.13%	-28.3%	Q4 2025
APOApollo Global Management, Inc.	$27.6M	0.87%	0.04%	-16.4%	Q1 2025
AMGNAmgen Inc	$26.1M	0.82%	0.01%	-4.9%	Q2 2013
HPEHewlett Packard Enterprise Co	$24.5M	0.77%	0.04%	New	Q2 2026
CVXChevron Corp	$22.7M	0.72%	0.01%	-5.6%	Q2 2013
MRKMerck & Co., Inc.	$22.6M	0.71%	0.01%	-5.3%	Q2 2013
TXNTexas Instruments Inc	$22.5M	0.71%	0.01%	-27.2%	Q3 2018
HLIHoulihan Lokey, Inc.	$22M	0.70%	27.92%	-18.9%	Q1 2020
OMFOneMain Holdings, Inc.	$19.7M	0.62%	0.28%	-30.8%	Q3 2017
RSGRepublic Services, Inc.	$19.4M	0.61%	0.03%	-5.3%	Q3 2023
HDHome Depot, Inc.	$18.9M	0.60%	0.01%	-6.0%	Q2 2013
JNJJohnson & Johnson	$18.8M	0.59%	0.00%	-1.6%	Q2 2013
GRMNGarmin Ltd	$18.3M	0.58%	0.04%	-5.3%	Q1 2023
ADIAnalog Devices Inc	$17.7M	0.56%	0.01%	-5.4%	Q3 2021
IFFInternational Flavors & Fragrances Inc	$17.6M	0.55%	0.09%	-17.1%	Q1 2026
SCHWSchwab Charles Corp	$17.2M	0.54%	0.01%	-25.8%	Q1 2026
STTState Street Corp	$17.1M	0.54%	0.04%	New	Q2 2026
MSMMSC Industrial Direct Co Inc	$16.7M	0.53%	0.25%	-5.7%	Q1 2026
CVSCVS HEALTH Corp	$16.4M	0.52%	0.01%	New	Q2 2026
WECWec Energy Group, Inc.	$16.1M	0.51%	0.04%	-11.1%	Q1 2026
PEPPepsico Inc	$15.8M	0.50%	0.01%	-4.3%	Q2 2013

Q1 2026Reported May 21, 2026155 positions
GOOGLAlphabet Inc.	$202M	6.38%	0.01%	-6.4%	Q3 2015
NVDANvidia Corp	$201M	6.34%	0.00%	-7.6%	Q1 2016
AMZNAmazon Com Inc	$181M	5.72%	0.01%	-7.6%	Q1 2020
MSFTMicrosoft Corp	$160M	5.05%	0.01%	-8.6%	Q2 2013
HCAHCA Healthcare, Inc.	$102M	3.22%	0.10%	-3.6%	Q2 2016
MAMastercard Inc	$100M	3.17%	0.02%	-4.7%	Q2 2013
XOMExxonMobil Holdings Corp	$99.7M	3.14%	0.01%	-8.5%	Q2 2013
AVGOBroadcom Inc.	$97.1M	3.06%	0.01%	-8.2%	Q1 2025
AAPLApple Inc.	$87.8M	2.77%	0.00%	-6.2%	Q2 2013
TDGTransDigm Group INC	$87.2M	2.75%	0.13%	+16.1%	Q1 2024
URIUnited Rentals, Inc.	$81M	2.55%	0.18%	-3.8%	Q3 2017
AMATApplied Materials Inc	$80M	2.52%	0.03%	-50.6%	Q2 2016
DHIHorton D R Inc	$69.6M	2.20%	0.18%	-3.6%	Q2 2019
DHRDanaher Corp	$61.1M	1.93%	0.05%	-8.6%	Q2 2013
JPMJPMorgan Chase & Co	$60.3M	1.90%	0.01%	-9.6%	Q2 2013
MUSAMurphy USA Inc.	$59.4M	1.87%	0.65%	-3.1%	Q1 2020
ETNEaton Corp plc	$58.3M	1.84%	0.04%	+33.6%	Q2 2013
PGRProgressive Corp	$57.5M	1.82%	0.05%	-9.9%	Q1 2024
METAMeta Platforms, Inc.	$55.2M	1.74%	Not reported	-7.9%	Q1 2015
NEENextera Energy Inc	$53.5M	1.69%	0.03%	-8.0%	Q2 2013
WCNWaste Connections, Inc.	$50.6M	1.60%	0.12%	-7.9%	Q2 2023
ORLYO Reilly Automotive Inc	$49.6M	1.56%	0.06%	-8.0%	Q1 2024
FTNTFortinet, Inc.	$45.8M	1.45%	0.08%	-4.4%	Q2 2013
PNCPNC Financial Services Group, Inc.	$41.4M	1.31%	0.05%	New	Q1 2026
USFDUS Foods Holding Corp.	$37.5M	1.18%	0.18%	+698.4%	Q4 2025
MEDPMedpace Holdings, Inc.	$36.8M	1.16%	0.27%	+0.3%	Q1 2020
FERGFerguson Enterprises Inc.	$34.2M	1.08%	0.08%	-3.2%	Q1 2023
SITESiteOne Landscape Supply, Inc.	$31.9M	1.01%	0.54%	New	Q1 2026
TYLTyler Technologies Inc	$31.2M	0.98%	0.19%	+209.4%	Q1 2025
APOApollo Global Management, Inc.	$31.1M	0.98%	0.05%	+146.5%	Q1 2025
CVXChevron Corp	$30M	0.95%	0.01%	-10.3%	Q2 2013
VTRSViatris Inc	$29.2M	0.92%	0.19%	New	Q1 2026
HLIHoulihan Lokey, Inc.	$29.1M	0.92%	34.43%	-14.3%	Q1 2020
AMGNAmgen Inc	$26.7M	0.84%	0.01%	-10.6%	Q2 2013
OMFOneMain Holdings, Inc.	$24.9M	0.79%	0.40%	-42.2%	Q3 2017
PATKPatrick Industries Inc	$24M	0.76%	0.65%	-1.3%	Q4 2015
SCHWSchwab Charles Corp	$23.6M	0.74%	0.01%	New	Q1 2026
MRKMerck & Co., Inc.	$22.3M	0.70%	0.01%	+5236.8%	Q2 2013
RLIRli Corp	$21.4M	0.67%	0.41%	+233.7%	Q4 2019
RSGRepublic Services, Inc.	$21M	0.66%	0.03%	-10.2%	Q3 2023
TXNTexas Instruments Inc	$20.1M	0.63%	0.01%	-12.3%	Q3 2018
IFFInternational Flavors & Fragrances Inc	$19.4M	0.61%	0.10%	New	Q1 2026
PEPPepsico Inc	$19M	0.60%	0.01%	-8.4%	Q2 2013
GRMNGarmin Ltd	$18.9M	0.60%	0.04%	-10.3%	Q1 2023
HDHome Depot, Inc.	$18.8M	0.59%	0.01%	-11.1%	Q2 2013
JNJJohnson & Johnson	$18.4M	0.58%	0.00%	-11.1%	Q2 2013
WECWec Energy Group, Inc.	$18M	0.57%	0.05%	New	Q1 2026
MDTMedtronic plc	$17.3M	0.55%	0.02%	Not reported	Q3 2020
TMOThermo Fisher Scientific Inc.	$16.5M	0.52%	0.01%	-35.8%	Q1 2020
NOWServiceNow, Inc.	$15.5M	0.49%	0.01%	-46.3%	Q1 2020

Q4 2025Reported Jan 5, 2026151 positions
GOOGLAlphabet Inc.	$235M	6.68%	0.01%	Not reported	Q3 2015
NVDANvidia Corp	$233M	6.60%	0.01%	Not reported	Q1 2016
MSFTMicrosoft Corp	$229M	6.49%	0.01%	Not reported	Q2 2013
AMZNAmazon Com Inc	$218M	6.18%	0.01%	Not reported	Q1 2020
AMATApplied Materials Inc	$122M	3.45%	0.06%	Not reported	Q2 2016
MAMastercard Inc	$120M	3.41%	0.02%	Not reported	Q2 2013
AVGOBroadcom Inc.	$118M	3.35%	0.01%	Not reported	Q1 2025
HCAHCA Healthcare, Inc.	$105M	2.97%	0.10%	Not reported	Q2 2016
AAPLApple Inc.	$100M	2.85%	0.00%	Not reported	Q2 2013
URIUnited Rentals, Inc.	$93.5M	2.65%	0.18%	Not reported	Q3 2017
VVisa Inc.	$86.5M	2.45%	0.01%	Not reported	Q3 2018
TDGTransDigm Group INC	$86.2M	2.45%	0.12%	Not reported	Q1 2024
BXBlackstone Inc.	$81.3M	2.31%	0.07%	Not reported	Q1 2023
DHRDanaher Corp	$80.7M	2.29%	0.05%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$77.3M	2.19%	0.02%	Not reported	Q2 2013
DHIHorton D R Inc	$75.8M	2.15%	0.18%	Not reported	Q2 2019
PGRProgressive Corp	$73.4M	2.08%	0.05%	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$73.1M	2.07%	0.01%	Not reported	Q2 2013
METAMeta Platforms, Inc.	$69.1M	1.96%	Not reported	Not reported	Q1 2015
WCNWaste Connections, Inc.	$59.3M	1.68%	0.13%	Not reported	Q2 2023
OMFOneMain Holdings, Inc.	$54.4M	1.54%	0.69%	Not reported	Q3 2017
ORLYO Reilly Automotive Inc	$53.2M	1.51%	0.07%	Not reported	Q1 2024
NEENextera Energy Inc	$50.3M	1.43%	0.03%	Not reported	Q2 2013
MUSAMurphy USA Inc.	$50M	1.42%	0.66%	Not reported	Q1 2020
FTNTFortinet, Inc.	$46.6M	1.32%	0.08%	Not reported	Q2 2013
MEDPMedpace Holdings, Inc.	$42.9M	1.22%	0.27%	Not reported	Q1 2020
NOWServiceNow, Inc.	$42.2M	1.20%	0.03%	Not reported	Q1 2020
HLIHoulihan Lokey, Inc.	$41.1M	1.17%	40.16%	Not reported	Q1 2020
ETNEaton Corp plc	$38.9M	1.10%	0.03%	Not reported	Q2 2013
CGCarlyle Group Inc.	$35.6M	1.01%	0.17%	Not reported	Q3 2022
FERGFerguson Enterprises Inc.	$33.7M	0.96%	0.08%	Not reported	Q1 2023
TMOThermo Fisher Scientific Inc.	$30.3M	0.86%	0.01%	Not reported	Q1 2020
AMGNAmgen Inc	$27.7M	0.79%	0.02%	Not reported	Q2 2013
CVXChevron Corp	$24.6M	0.70%	0.01%	Not reported	Q2 2013
PATKPatrick Industries Inc	$23.8M	0.67%	0.66%	Not reported	Q4 2015
RSGRepublic Services, Inc.	$22.7M	0.64%	0.03%	Not reported	Q3 2023
HDHome Depot, Inc.	$22.1M	0.63%	0.01%	Not reported	Q2 2013
TXNTexas Instruments Inc	$20.5M	0.58%	0.01%	Not reported	Q3 2018
PEPPepsico Inc	$19.1M	0.54%	0.01%	Not reported	Q2 2013
GRMNGarmin Ltd	$18.5M	0.52%	0.05%	Not reported	Q1 2023
JNJJohnson & Johnson	$17.5M	0.50%	0.00%	Not reported	Q2 2013
APOApollo Global Management, Inc.	$16.4M	0.47%	0.02%	Not reported	Q1 2025
MSAMSA Safety Inc	$16.1M	0.46%	0.26%	Not reported	Q2 2025
EXRExtra Space Storage Inc.	$15.9M	0.45%	0.06%	Not reported	Q3 2023
ORCLOracle Corp	$15.2M	0.43%	0.00%	Not reported	Q2 2013
TSCOTractor Supply Co	$15M	0.42%	0.06%	Not reported	Q4 2015
UNHUnitedhealth Group Inc	$14.5M	0.41%	0.00%	Not reported	Q4 2021
ADIAnalog Devices Inc	$14.3M	0.41%	0.01%	Not reported	Q3 2021
TYLTyler Technologies Inc	$13.4M	0.38%	0.06%	Not reported	Q1 2025
SSDSimpson Manufacturing Co., Inc.	$9.8M	0.28%	0.15%	Not reported	Q1 2020

Q2 2025Reported Jul 14, 2025152 positions
MSFTMicrosoft Corp	$244M	6.98%	0.01%	-0.3%	Q2 2013
AMZNAmazon Com Inc	$215M	6.15%	0.01%	-0.8%	Q1 2020
NVDANvidia Corp	$138M	3.94%	0.00%	-0.4%	Q1 2016
MAMastercard Inc	$126M	3.60%	0.02%	-0.8%	Q2 2013
GOOGLAlphabet Inc.	$124M	3.56%	0.01%	-0.9%	Q3 2015
AVGOBroadcom Inc.	$105M	2.99%	0.01%	+0.4%	Q1 2025
TDGTransDigm Group INC	$103M	2.94%	0.12%	+17.6%	Q1 2024
PGRProgressive Corp	$91.3M	2.61%	0.06%	-0.9%	Q1 2024
AMATApplied Materials Inc	$91M	2.60%	0.06%	-0.5%	Q2 2016
VVisa Inc.	$91M	2.60%	0.01%	-1.1%	Q3 2018
URIUnited Rentals, Inc.	$90.5M	2.59%	0.19%	+2.0%	Q3 2017
HCAHCA Healthcare, Inc.	$88.3M	2.52%	0.10%	+1.3%	Q2 2016
AAPLApple Inc.	$84.3M	2.41%	0.00%	-36.7%	Q2 2013
BXBlackstone Inc.	$82.6M	2.36%	0.07%	+0.6%	Q1 2023
BAHBooz Allen Hamilton Holding Corp	$80.5M	2.30%	0.63%	+0.9%	Q1 2019
METAMeta Platforms, Inc.	$80.2M	2.30%	Not reported	+61.5%	Q1 2015
DHRDanaher Corp	$72.5M	2.07%	0.05%	-0.5%	Q2 2013
XOMExxonMobil Holdings Corp	$71.6M	2.05%	0.02%	0.0%	Q2 2013
DHIHorton D R Inc	$70.3M	2.01%	0.18%	+0.4%	Q2 2019
CPRTCopart Inc	$69.9M	2.00%	0.15%	-0.8%	Q1 2018
JPMJPMorgan Chase & Co	$67.9M	1.94%	0.01%	+2.9%	Q2 2013
NOWServiceNow, Inc.	$66.3M	1.90%	0.03%	+21.7%	Q1 2020
WCNWaste Connections, Inc.	$65.9M	1.88%	0.14%	-1.1%	Q2 2023
FTNTFortinet, Inc.	$64.8M	1.85%	0.08%	-0.2%	Q2 2013
TYLTyler Technologies Inc	$61M	1.74%	0.21%	+37.4%	Q1 2025
ORLYO Reilly Automotive Inc	$54.7M	1.57%	0.07%	-1.4%	Q1 2024
OMFOneMain Holdings, Inc.	$47M	1.34%	0.69%	+2.7%	Q3 2017
APOApollo Global Management, Inc.	$45.6M	1.30%	0.06%	+41.4%	Q1 2025
ETNEaton Corp plc	$45.1M	1.29%	0.03%	+4.3%	Q2 2013
HLIHoulihan Lokey, Inc.	$43.5M	1.24%	41.10%	+2.6%	Q1 2020
NEENextera Energy Inc	$40.9M	1.17%	0.03%	+0.1%	Q2 2013
MUSAMurphy USA Inc.	$35.6M	1.02%	0.45%	-4.6%	Q1 2020
ORCLOracle Corp	$34.4M	0.98%	0.01%	+2.7%	Q2 2013
INTUIntuit Inc.	$33.8M	0.97%	0.02%	New	Q2 2025
FERGFerguson Enterprises Inc.	$33.8M	0.97%	0.08%	+1.3%	Q1 2023
CGCarlyle Group Inc.	$32.2M	0.92%	0.17%	-9.0%	Q3 2022
ADPAutomatic Data Processing Inc	$30.1M	0.86%	0.02%	+2.7%	Q2 2013
RLIRli Corp	$27.8M	0.80%	0.42%	+52.7%	Q4 2019
RSGRepublic Services, Inc.	$27.1M	0.78%	0.04%	+2.9%	Q3 2023
MEDPMedpace Holdings, Inc.	$25.2M	0.72%	0.29%	-7.1%	Q1 2020
HDHome Depot, Inc.	$24.2M	0.69%	0.01%	+2.3%	Q2 2013
AMGNAmgen Inc	$24.1M	0.69%	0.02%	+3.0%	Q2 2013
ACNAccenture plc	$24M	0.69%	0.01%	+2.7%	Q4 2022
CVXChevron Corp	$23.7M	0.68%	0.01%	+3.3%	Q2 2013
TSCOTractor Supply Co	$23.7M	0.68%	0.08%	+2.9%	Q4 2015
ALGNAlign Technology Inc	$21.5M	0.61%	0.16%	+163.3%	Q1 2020
PATKPatrick Industries Inc	$20.7M	0.59%	0.67%	+2.5%	Q4 2015
TRIThomson Reuters Corp	$19.9M	0.57%	0.02%	+3.1%	Q1 2024
GRMNGarmin Ltd	$19.5M	0.56%	0.05%	+2.5%	Q1 2023
TXNTexas Instruments Inc	$19.2M	0.55%	0.01%	+2.7%	Q3 2018

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