ARGENT CAPITAL MANAGEMENT LLC

$3.2B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1120926 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $3.2B
ALL retained default holdings for this (filer, period), including NULL-value ones: 158
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 19
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 20

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:15142` · issuer key `iss:89` COM	TRIM	−$33.0M	−48,259	$235M	$202M	751,898	703,639
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$31.6M	−94,827	$233M	$201M	1,247,837	1,153,010
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$36.3M	−71,954	$218M	$181M	943,139	871,185
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$68.8M	−40,798	$229M	$160M	472,969	432,171
position key `pos:16411` · issuer key `iss:865` COM	TRIM	−$2.4M	−8,110	$105M	$102M	223,891	215,781
position key `pos:14206` · issuer key `iss:1193` COM	TRIM	−$19.9M	−9,866	$120M	$100M	210,740	200,874
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$22.4M	−54,526	$77.3M	$99.7M	641,955	587,429
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$21.1M	−27,823	$118M	$97.1M	341,403	313,580
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$12.5M	−22,947	$100M	$87.8M	369,057	346,110
position key `pos:14171` · issuer key `iss:1813` COM	ADD	+$1.0M	+10,439	$86.2M	$87.2M	64,826	75,265
position key `pos:16286` · issuer key `iss:1862` COM	TRIM	−$12.6M	−4,443	$93.5M	$81.0M	115,559	111,116
position key `pos:14157` · issuer key `iss:149` COM	TRIM	−$41.6M	−239,211	$122M	$80.0M	473,227	234,016
position key `pos:14419` · issuer key `iss:549` COM	TRIM	−$6.2M	−18,809	$75.8M	$69.6M	526,332	507,523
position key `pos:15144` · issuer key `iss:556` COM	TRIM	−$19.6M	−30,439	$80.7M	$61.1M	352,699	322,260
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$12.8M	−21,859	$73.1M	$60.3M	226,763	204,904
position key `pos:17924` · issuer key `iss:1262` COM	TRIM	+$9.3M	−3,780	$50.0M	$59.4M	124,014	120,234
position key `pos:17839` · issuer key `iss:2093` COM	ADD	+$19.4M	+40,985	$38.9M	$58.3M	122,005	162,990
position key `pos:11683` · issuer key `iss:1491` COM	TRIM	−$15.8M	−31,897	$73.4M	$57.5M	322,112	290,215
position key `pos:11390` · issuer key `iss:720` COM	TRIM	−$14.0M	−8,304	$69.1M	$55.2M	104,712	96,408
position key `pos:10718` · issuer key `iss:1311` COM	TRIM	+$3.2M	−50,356	$50.3M	$53.5M	626,649	576,293
position key `pos:16804` · issuer key `iss:1945` COM	TRIM	−$8.7M	−26,822	$59.3M	$50.6M	338,295	311,473
position key `pos:11403` · issuer key `iss:1342` COM	TRIM	−$3.7M	−46,882	$53.2M	$49.6M	583,684	536,802
position key `pos:11239` · issuer key `iss:764` COM	TRIM	−$759K	−25,877	$46.6M	$45.8M	586,688	560,811
position key `pos:13363` · issuer key `iss:1393` COM	NEW	+$41.4M	+199,075	$0	$41.4M	—	199,075
position key `pos:15714` · issuer key `iss:1865` COM	ADD	+$33.6M	+355,432	$3.8M	$37.5M	50,894	406,326
position key `pos:10679` · issuer key `iss:1211` COM	ADD	−$6.1M	+250	$42.9M	$36.8M	76,340	76,590
position key `pos:17897` · issuer key `iss:729` COM	TRIM	+$482K	−4,833	$33.7M	$34.2M	151,408	146,575
position key `pos:14442` · issuer key `iss:1667` COM	NEW	+$31.9M	+239,776	$0	$31.9M	—	239,776
position key `pos:16764` · issuer key `iss:1837` COM	ADD	+$17.8M	+61,692	$13.4M	$31.2M	29,466	91,158
position key `pos:10606` · issuer key `iss:141` COM	ADD	+$14.7M	+165,974	$16.4M	$31.1M	113,289	279,263
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$5.4M	−16,538	$24.6M	$30.0M	161,386	144,848
position key `pos:16040` · issuer key `iss:1913` COM	NEW	+$29.2M	+2,160,900	$0	$29.2M	—	2,160,900
position key `pos:14976` · issuer key `iss:921` COM	TRIM	−$12.1M	−33,673	$41.1M	$29.1M	236,095	202,422
position key `pos:11671` · issuer key `iss:122` COM	TRIM	−$1.1M	−8,963	$27.7M	$26.7M	84,735	75,772
position key `pos:15767` · issuer key `iss:1365` COM	TRIM	−$29.5M	−339,668	$54.4M	$24.9M	805,395	465,727
position key `pos:13041` · issuer key `iss:1415` COM	TRIM	+$270K	−2,781	$23.8M	$24.0M	219,117	216,336
position key `pos:16131` · issuer key `iss:1632` COM	NEW	+$23.6M	+250,749	$0	$23.6M	—	250,749
position key `pos:17751` · issuer key `iss:1214` COM	ADD	+$21.9M	+181,978	$366K	$22.3M	3,475	185,453
position key `pos:12673` · issuer key `iss:1515` COM	ADD	+$14.2M	+262,218	$7.2M	$21.4M	112,229	374,447
position key `pos:13287` · issuer key `iss:1548` COM	TRIM	−$1.6M	−10,963	$22.7M	$21.0M	107,069	96,106
position key `pos:16841` · issuer key `iss:1791` COM	TRIM	−$374K	−14,469	$20.5M	$20.1M	117,931	103,462
position key `pos:16727` · issuer key `iss:991` COM	NEW	+$19.4M	+267,273	$0	$19.4M	—	267,273
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	−$175K	−11,231	$19.1M	$19.0M	133,310	122,079
position key `pos:11265` · issuer key `iss:2258` COM	TRIM	+$471K	−9,404	$18.5M	$18.9M	90,973	81,569
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$3.3M	−7,096	$22.1M	$18.8M	64,225	57,129
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$871K	−9,412	$17.5M	$18.4M	84,592	75,180
position key `pos:15342` · issuer key `iss:1937` COM	NEW	+$18.0M	+155,296	$0	$18.0M	—	155,296
position key `pos:13406` · issuer key `iss:2156` COM	NEW	+$17.3M	+199,599	$0	$17.3M	—	199,599
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$13.8M	−18,757	$30.3M	$16.5M	52,359	33,602
position key `pos:13683` · issuer key `iss:1648` COM	TRIM	−$26.7M	−127,470	$42.2M	$15.5M	275,555	148,085
position key `pos:14307` · issuer key `iss:127` COM	TRIM	+$729K	−5,477	$14.3M	$15.0M	52,661	47,184
position key `pos:13386` · issuer key `iss:1257` COM	ADD	+$11.4M	+25,290	$3.2M	$14.6M	8,275	33,565
position key `pos:10573` · issuer key `iss:1159` COM	TRIM	−$1.5M	−11,596	$16.1M	$14.6M	100,420	88,824
position key `pos:14664` · issuer key `iss:709` COM	TRIM	−$1.6M	−12,815	$15.9M	$14.3M	121,956	109,141
position key `pos:10185` · issuer key `iss:399` COM	TRIM	−$21.7M	−315,478	$35.6M	$13.9M	602,893	287,415
position key `pos:14100` · issuer key `iss:1160` COM	NEW	+$13.8M	+149,087	$0	$13.8M	—	149,087
position key `pos:10138` · issuer key `iss:1663` COM	ADD	+$3.9M	+19,097	$9.8M	$13.7M	60,676	79,773
position key `pos:17173` · issuer key `iss:1138` COM	ADD	+$12.7M	+20,956	$222K	$12.9M	460	21,416
position key `sid:sec:prov:92d70af3046ad7c1844307f216b087fc` · issuer key `cusip6:92645B` COM	ADD	+$4.3M	+61,583	$7.5M	$11.8M	118,100	179,683
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$4.9M	−7,691	$15.2M	$10.3M	77,831	70,140
position key `pos:17974` · issuer key `iss:488` COM	ADD	+$4.2M	+1,202	$5.4M	$9.6M	5,783	6,985
position key `pos:15633` · issuer key `iss:1086` COM	ADD	+$1.8M	+9,728	$6.8M	$8.7M	19,127	28,855
position key `pos:17169` · issuer key `iss:2104` COM	ADD	+$2.4M	+2,817	$6.1M	$8.5M	13,394	16,211
position key `pos:10311` · issuer key `iss:211` COM	ADD	+$4.0M	+48,172	$3.9M	$8.0M	45,757	93,929
position key `pos:11582` · issuer key `iss:1267` COM	ADD	+$3.2M	+24,379	$4.8M	$8.0M	30,127	54,506
position key `pos:13567` · issuer key `iss:121` COM	ADD	+$2.5M	+10,928	$4.6M	$7.2M	22,600	33,528
position key `pos:14865` · issuer key `iss:1248` COM	ADD	+$3.3M	+2,312	$3.8M	$7.1M	4,209	6,521
position key `pos:15834` · issuer key `iss:746` COM	ADD	+$1.9M	+17,377	$5.2M	$7.1M	33,410	50,787
position key `pos:18060` · issuer key `iss:2229` COM	NEW	+$7.0M	+101,184	$0	$7.0M	—	101,184
position key `pos:14254` · issuer key `iss:484` COM	ADD	+$645K	+22,118	$6.3M	$6.9M	42,862	64,980
position key `pos:12493` · issuer key `iss:1772` COM	ADD	+$1.4M	+30,839	$5.4M	$6.7M	60,322	91,161
position key `sid:sec:prov:1614bd11ba9bce01373fbe1db1b30b5c` · issuer key `cusip6:006739` COM	ADD	+$1.8M	+25,315	$4.8M	$6.6M	44,920	70,235
position key `pos:12269` · issuer key `iss:1848` COM	ADD	+$2.6M	+26,828	$3.9M	$6.6M	49,816	76,644
position key `pos:16762` · issuer key `iss:570` COM	ADD	+$1.4M	+32,824	$5.1M	$6.5M	57,725	90,549
position key `pos:11521` · issuer key `iss:914` COM	ADD	+$2.7M	+7,988	$3.8M	$6.4M	13,151	21,139
position key `pos:15882` · issuer key `iss:726` COM	ADD	+$2.2M	+20,310	$4.0M	$6.2M	36,965	57,275
position key `pos:17845` · issuer key `iss:455` COM	ADD	+$2.0M	+14,231	$4.2M	$6.2M	22,166	36,397
position key `pos:16193` · issuer key `iss:1909` COM	ADD	+$4.1M	+11,809	$2.1M	$6.1M	12,669	24,478
position key `pos:14514` · issuer key `iss:1987` COM	ADD	+$2.8M	+6,194	$3.2M	$6.0M	10,612	16,806
position key `pos:11816` · issuer key `iss:407` COM	ADD	+$5.2M	+66,765	$620K	$5.8M	6,332	73,097
position key `pos:10461` · issuer key `iss:875` COM	ADD	+$670K	+19,345	$4.8M	$5.5M	35,891	55,236
position key `pos:12303` · issuer key `iss:1343` COM	NEW	+$5.3M	+19,877	$0	$5.3M	—	19,877
position key `pos:12864` · issuer key `iss:369` COM	NEW	+$5.2M	+9,483	$0	$5.2M	—	9,483
position key `pos:13903` · issuer key `iss:354` COM	NEW	+$5.0M	+30,212	$0	$5.0M	—	30,212
position key `pos:18119` · issuer key `iss:641` COM	NEW	+$4.8M	+140,145	$0	$4.8M	—	140,145
position key `pos:11056` · issuer key `iss:896` COM	ADD	+$1.1M	+7,816	$3.6M	$4.7M	14,326	22,142
position key `pos:17821` · issuer key `iss:89` COM	TRIM	−$477K	−139	$5.1M	$4.6M	16,215	16,076
position key `sid:sec:prov:5c6d5dca922e4d64cfcb6dff86497101` · issuer key `cusip6:89055F` COM	ADD	−$227K	+1,521	$4.8M	$4.6M	11,552	13,073
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$406K	−18	$3.5M	$3.9M	31,743	31,725
position key `pos:11066` · issuer key `iss:15` COM	NEW	+$3.7M	+90,530	$0	$3.7M	—	90,530
position key `pos:13036` · issuer key `iss:1530` COM	ADD	+$1.2M	+1,353	$2.0M	$3.2M	4,568	5,921
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$139K	−225	$2.3M	$2.5M	2,705	2,480
position key `pos:12958` · issuer key `iss:660` COM	ADD	+$1.1M	+3,429	$1.3M	$2.4M	6,256	9,685
position key `pos:14233` · issuer key `iss:850` COM	ADD	+$798K	+11,672	$1.6M	$2.4M	25,732	37,404
position key `sid:sec:prov:d99c0a0045bcf1a2c5ce4d08a7cb8ed3` · issuer key `cusip6:294268` COM	ADD	+$552K	+10,541	$1.7M	$2.3M	19,365	29,906
position key `pos:13967` · issuer key `iss:524` COM	ADD	+$415K	+13,930	$1.8M	$2.2M	26,601	40,531
position key `pos:14081` · issuer key `iss:2235` COM	TRIM	+$74.2K	−185	$2.1M	$2.2M	5,493	5,308
position key `pos:10427` · issuer key `iss:1241` COM	ADD	+$1.1M	+2,060	$1.1M	$2.2M	8,109	10,169
position key `pos:17062` · issuer key `iss:1174` COM	ADD	+$1.1M	+21,206	$934K	$2.0M	42,689	63,895
position key `pos:17570` · issuer key `iss:942` COM	ADD	+$905K	+1,416	$1.0M	$1.9M	2,633	4,049

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 19

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:14992` · issuer key `iss:1485` COM	NO CHANGE	+$9.3K	$1.2M	$1.2M	8,201	8,201
position key `pos:16440` · issuer key `iss:637` COM	NO CHANGE	−$72.8K	$1.2M	$1.1M	14,080	14,080
position key `pos:16825` · issuer key `iss:987` COM	NO CHANGE	−$30.4K	$1.1M	$1.0M	6,500	6,500
position key `pos:18104` · issuer key `iss:233` COM	NO CHANGE	+$17.0K	$778K	$795K	6,700	6,700
position key `pos:10493` · issuer key `iss:471` COM	NO CHANGE	+$63.3K	$721K	$784K	10,310	10,310
position key `pos:11020` · issuer key `iss:255` COM	NO CHANGE	−$36.7K	$755K	$718K	1	1
position key `pos:14782` · issuer key `iss:1406` COM	NO CHANGE	−$86.5K	$668K	$581K	3,624	3,624
position key `pos:17899` · issuer key `iss:1745` COM	NO CHANGE	+$16.4K	$415K	$431K	2,700	2,700
position key `pos:16294` · issuer key `iss:721` COM	NO CHANGE	−$143K	$567K	$424K	1,955	1,955
position key `sid:sec:prov:cc27666ec22dc660bbbd5bfacdd887dd` · issuer key `cusip6:02072L` COM	NO CHANGE	−$16.5K	$400K	$383K	11,915	11,915
position key `pos:17095` · issuer key `iss:588` COM	NO CHANGE	−$68.7K	$449K	$381K	3,950	3,950
position key `pos:11584` · issuer key `iss:403` COM	NO CHANGE	+$23.1K	$352K	$375K	6,660	6,660
position key `pos:15610` · issuer key `iss:1192` COM	NO CHANGE	+$97.6K	$203K	$301K	935	935
position key `pos:15318` · issuer key `iss:392` COM	NO CHANGE	+$7.8K	$278K	$285K	1,351	1,351
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` COM	NO CHANGE	+$3.1K	$262K	$266K	2,933	2,933
position key `pos:11494` · issuer key `iss:1404` COM	NO CHANGE	+$7.1K	$243K	$250K	1,178	1,178
position key `pos:10136` · issuer key `iss:990` COM	NO CHANGE	−$48.8K	$269K	$220K	907	907
position key `pos:12366` · issuer key `iss:22` COM	NO CHANGE	−$48.2K	$267K	$219K	2,132	2,132
position key `pos:16809` · issuer key `iss:119` COM	NO CHANGE	−$21.9K	$234K	$212K	477	477

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 156 issuers · $3.2B disclosed value over 158 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Alphabet Inc. Class A

2 positions · 2 reported rows

Rows ARGENT CAPITAL MANAGEMENT LLC reported for Alphabet Inc. Class A, as it reported them
Alphabet Inc. Class A · COM CUSIP — src ↗	$202M	703,639
Alphabet Inc. Class C · COM CUSIP — src ↗	$4.6M	16,076

$207M

719,715

6.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$201M

1,153,010

6.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Amazon.com, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$181M

871,185

5.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Microsoft Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$160M

432,171

5.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HCA Healthcare, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$102M

215,781

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Mastercard Incorporated · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$100M

200,874

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Exxon Mobil Corp · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$99.7M

587,429

3.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Broadcom Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$97.1M

313,580

3.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Apple Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$87.8M

346,110

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TransDigm Group Incorporated · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$87.2M

75,265

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

United Rentals, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$81.0M

111,116

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Applied Materials, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$80.0M

234,016

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

D.R. Horton, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$69.6M

507,523

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Danaher Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$61.1M

322,260

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMorgan Chase & Co. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$60.3M

204,904

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Murphy USA Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$59.4M

120,234

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Eaton Corporation plc · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$58.3M

162,990

1.8%

—

The Progressive Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$57.5M

290,215

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Meta Platforms, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$55.2M

96,408

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NextEra Energy, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$53.5M

576,293

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Waste Connections, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$50.6M

311,473

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

O'Reilly Automotive, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$49.6M

536,802

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Fortinet, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$45.8M

560,811

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PNC Financial Services Group, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$41.4M

199,075

1.3%

—

US Foods Holding Corp. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$37.5M

406,326

1.2%

—

Medpace Holdings, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$36.8M

76,590

1.2%

—

Ferguson Enterprises Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$34.2M

146,575

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SiteOne Landscape Supply, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$31.9M

239,776

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Tyler Technologies, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$31.2M

91,158

1.0%

—

Apollo Global Management, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$31.1M

279,263

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Chevron Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$30.0M

144,848

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Viatris Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$29.2M

2,160,900

0.9%

—

Houlihan Lokey, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$29.1M

202,422

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Amgen Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$26.7M

75,772

0.8%

—

OneMain Holdings, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$24.9M

465,727

0.8%

—

Patrick Industries, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$24.0M

216,336

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

The Charles Schwab Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$23.6M

250,749

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Merck & Co, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$22.3M

185,453

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RLI Corp · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$21.4M

374,447

0.7%

—

Republic Services, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$21.0M

96,106

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Texas Instruments Incorporated · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$20.1M

103,462

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

International Flavors & Fragrances Inc · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$19.4M

267,273

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PepsiCo, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$19.0M

122,079

0.6%

—

Garmin Ltd. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$18.9M

81,569

0.6%

—

The Home Depot, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$18.8M

57,129

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Johnson & Johnson · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$18.4M

75,180

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WEC Energy Group Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$18.0M

155,296

0.6%

—

Medtronic, PLC · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$17.3M

199,599

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Thermo Fisher Scientific, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$16.5M

33,602

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ServiceNow, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$15.5M

148,085

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Analog Devices, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$15.0M

47,184

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Motorola Solutions, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$14.6M

33,565

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MSA Safety Incorporated · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$14.6M

88,824

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Extra Space Storage Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$14.3M

109,141

0.5%

—

The Carlyle Group Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$13.9M

287,415

0.4%

—

MSC Industrial Direct Co., Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$13.8M

149,087

0.4%

—

Simpson Manufacturing Co., Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$13.7M

79,773

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Lockheed Martin Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$12.9M

21,416

0.4%

—

Victory Capital Holdings, Inc. · COM CUSIP 92645B103
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$11.8M

179,683

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Oracle Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$10.3M

70,140

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Comfort Systems USA, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$9.6M

6,985

0.3%

—

LPL Financial Holdings Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$8.7M

28,855

0.3%

—

Fabrinet · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$8.5M

16,211

0.3%

—

Axos Financials, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$8.0M

93,929

0.3%

—

NRG Energy, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$8.0M

54,506

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMETEK, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$7.2M

33,528

0.2%

—

Monolithic Power Systems, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$7.1M

6,521

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FirstService Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$7.1M

50,787

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TechnipFMC plc · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$7.0M

101,184

0.2%

—

Colliers International Group Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$6.9M

64,980

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Somnigroup International Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$6.7M

91,161

0.2%

—

Addus Homecare Corp · COM CUSIP 006739106
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$6.6M

70,235

0.2%

—

UL Solutions Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$6.6M

76,644

0.2%

—

The Descartes Systems Group Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$6.5M

90,549

0.2%

—

Hilton Worldwide Holdings Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$6.4M

21,139

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Federal Signal Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$6.2M

57,275

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Cintas Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$6.2M

36,397

0.2%

—

Vertiv Holdings Co · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$6.1M

24,478

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Woodward Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$6.0M

16,806

0.2%

—

Casella Waste Systems, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$5.8M

73,097

0.2%

—

Hamilton Lane Incorporated · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$5.5M

55,236

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OSI Systems, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$5.3M

19,877

0.2%

—

CACI International Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$5.2M

9,483

0.2%

—

C.H. Robinson Worldwide, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$5.0M

30,212

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Element Solutions Inc · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$4.8M

140,145

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HEICO Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$4.7M

22,142

0.1%

—

TopBuild Corp. · COM CUSIP 89055F103
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$4.6M

13,073

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Walmart, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$3.9M

31,725

0.1%

—

APi Group Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$3.7M

90,530

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RBC Bearings Incorporated · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$3.2M

5,921

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Costco Wholesale Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$2.5M

2,480

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EnPro Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$2.4M

9,685

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Green Brick Partners Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$2.4M

37,404

0.1%

—

ePlus, Inc. · COM CUSIP 294268107
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$2.3M

29,906

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CorVel Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$2.2M

40,531

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Trane Technologies plc · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$2.2M

5,308

0.1%

—

Modine Manufacturing Company · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$2.2M

10,169

0.1%

—

Magnolia Oil & Gas Corporation · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

ticker not yet mapped

$2.0M

63,895

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IES Holdings, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$1.9M

4,049

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Champion Homes, Inc. · COM CUSIP —
2026-03-31 filed 2026-05-21 +51d

src ↗

$1.8M

24,164

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 68.8%below median 80.0%
Concentration index: 263 bpsbelow median 446 bps
Positions with value: 158 / 158median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 68.8% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 263 · QoQ moves: 178

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open ARGENT CAPITAL MANAGEMENT LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).