Filed: 10/14/2025ACC: 0001120926-25-000006
📋 What this filing means
ARGENT CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 155 equity positions with a total reported market value of $3.66B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
155
Positions
$3.66B
Total AUM (reported)
17.93M
Total Shares
Allocation by class
COM$3.66B100.0%
Portfolio Concentration
Top 3$703.00M19.2%
4–10$850.09M23.2%
11–25$1.09B29.9%
Rest$1.02B27.7%
Top 3 weight
19.2%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 17.93M
Sole
Full voting authority
17.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole155
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings155
Rows:
Microsoft Corporation
SOLEShares486.43K
TypeSH
Market value$251.95M
6.88%
Sole
486.43K
Shared
0.00
None
0.00
NVIDIA Corporation
SOLEShares1.28M
TypeSH
Market value$237.98M
6.50%
Sole
1.28M
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares970.42K
TypeSH
Market value$213.08M
5.82%
Sole
970.42K
Shared
0.00
None
0.00
Alphabet Inc. Class A
SOLEShares784.86K
TypeSH
Market value$190.80M
5.21%
Sole
784.86K
Shared
0.00
None
0.00
Mastercard Incorporated
SOLEShares222K
TypeSH
Market value$126.28M
3.45%
Sole
222K
Shared
0.00
None
0.00
Broadcom Inc.
SOLEShares377.44K
TypeSH
Market value$124.52M
3.40%
Sole
377.44K
Shared
0.00
None
0.00
United Rentals, Inc.
SOLEShares119.05K
TypeSH
Market value$113.65M
3.10%
Sole
119.05K
Shared
0.00
None
0.00
Applied Materials, Inc.
SOLEShares492.09K
TypeSH
Market value$100.75M
2.75%
Sole
492.09K
Shared
0.00
None
0.00
HCA Healthcare, Inc.
SOLEShares228.88K
TypeSH
Market value$97.55M
2.66%
Sole
228.88K
Shared
0.00
None
0.00
Apple Inc.
SOLEShares379.13K
TypeSH
Market value$96.54M
2.64%
Sole
379.13K
Shared
0.00
None
0.00
Blackstone Inc.
SOLEShares548.19K
TypeSH
Market value$93.66M
2.56%
Sole
548.19K
Shared
0.00
None
0.00
D.R. Horton, Inc.
SOLEShares540.39K
TypeSH
Market value$91.58M
2.50%
Sole
540.39K
Shared
0.00
None
0.00
TransDigm Group Incorporated
SOLEShares66.88K
TypeSH
Market value$88.15M
2.41%
Sole
66.88K
Shared
0.00
None
0.00
Visa Inc.
SOLEShares253.82K
TypeSH
Market value$86.65M
2.37%
Sole
253.82K
Shared
0.00
None
0.00
The Progressive Corporation
SOLEShares338.74K
TypeSH
Market value$83.65M
2.28%
Sole
338.74K
Shared
0.00
None
0.00
Meta Platforms, Inc.
SOLEShares108.83K
TypeSH
Market value$79.92M
2.18%
Sole
108.83K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares659.97K
TypeSH
Market value$74.41M
2.03%
Sole
659.97K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares233.87K
TypeSH
Market value$73.77M
2.01%
Sole
233.87K
Shared
0.00
None
0.00
Danaher Corporation
SOLEShares363.59K
TypeSH
Market value$72.08M
1.97%
Sole
363.59K
Shared
0.00
None
0.00
O'Reilly Automotive, Inc.
SOLEShares601.22K
TypeSH
Market value$64.82M
1.77%
Sole
601.22K
Shared
0.00
None
0.00
Waste Connections, Inc.
SOLEShares348.68K
TypeSH
Market value$61.30M
1.67%
Sole
348.68K
Shared
0.00
None
0.00
Booz Allen Hamilton Holding Corporation
SOLEShares596.92K
TypeSH
Market value$59.66M
1.63%
Sole
596.92K
Shared
0.00
None
0.00
ServiceNow, Inc.
SOLEShares64.22K
TypeSH
Market value$59.10M
1.61%
Sole
64.22K
Shared
0.00
None
0.00
Tyler Technologies, Inc.
SOLEShares102.76K
TypeSH
Market value$53.76M
1.47%
Sole
102.76K
Shared
0.00
None
0.00
Fortinet, Inc.
SOLEShares609.78K
TypeSH
Market value$51.27M
1.40%
Sole
609.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorporationSOLE | COM | 486.43K | SH | $251.95M 6.88% | 486.43K | 0.00 | 0.00 |
NVIDIA CorporationSOLE | COM | 1.28M | SH | $237.98M 6.50% | 1.28M | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | COM | 970.42K | SH | $213.08M 5.82% | 970.42K | 0.00 | 0.00 |
Alphabet Inc. Class ASOLE | COM | 784.86K | SH | $190.80M 5.21% | 784.86K | 0.00 | 0.00 |
Mastercard IncorporatedSOLE | COM | 222K | SH | $126.28M 3.45% | 222K | 0.00 | 0.00 |
Broadcom Inc.SOLE | COM | 377.44K | SH | $124.52M 3.40% | 377.44K | 0.00 | 0.00 |
United Rentals, Inc.SOLE | COM | 119.05K | SH | $113.65M 3.10% | 119.05K | 0.00 | 0.00 |
Applied Materials, Inc.SOLE | COM | 492.09K | SH | $100.75M 2.75% | 492.09K | 0.00 | 0.00 |
HCA Healthcare, Inc.SOLE | COM | 228.88K | SH | $97.55M 2.66% | 228.88K | 0.00 | 0.00 |
Apple Inc.SOLE | COM | 379.13K | SH | $96.54M 2.64% | 379.13K | 0.00 | 0.00 |
Blackstone Inc.SOLE | COM | 548.19K | SH | $93.66M 2.56% | 548.19K | 0.00 | 0.00 |
D.R. Horton, Inc.SOLE | COM | 540.39K | SH | $91.58M 2.50% | 540.39K | 0.00 | 0.00 |
TransDigm Group IncorporatedSOLE | COM | 66.88K | SH | $88.15M 2.41% | 66.88K | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 253.82K | SH | $86.65M 2.37% | 253.82K | 0.00 | 0.00 |
The Progressive CorporationSOLE | COM | 338.74K | SH | $83.65M 2.28% | 338.74K | 0.00 | 0.00 |
Meta Platforms, Inc.SOLE | COM | 108.83K | SH | $79.92M 2.18% | 108.83K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 659.97K | SH | $74.41M 2.03% | 659.97K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | COM | 233.87K | SH | $73.77M 2.01% | 233.87K | 0.00 | 0.00 |
Danaher CorporationSOLE | COM | 363.59K | SH | $72.08M 1.97% | 363.59K | 0.00 | 0.00 |
O'Reilly Automotive, Inc.SOLE | COM | 601.22K | SH | $64.82M 1.77% | 601.22K | 0.00 | 0.00 |
Waste Connections, Inc.SOLE | COM | 348.68K | SH | $61.30M 1.67% | 348.68K | 0.00 | 0.00 |
Booz Allen Hamilton Holding CorporationSOLE | COM | 596.92K | SH | $59.66M 1.63% | 596.92K | 0.00 | 0.00 |
ServiceNow, Inc.SOLE | COM | 64.22K | SH | $59.10M 1.61% | 64.22K | 0.00 | 0.00 |
Tyler Technologies, Inc.SOLE | COM | 102.76K | SH | $53.76M 1.47% | 102.76K | 0.00 | 0.00 |
Fortinet, Inc.SOLE | COM | 609.78K | SH | $51.27M 1.40% | 609.78K | 0.00 | 0.00 |
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