Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ARGENT CAPITAL MANAGEMENT LLC (CIK 1120926) reported $3.17B across 168 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($226.0M, 7.14%), NVDA ($206.4M, 6.52%), AMZN ($185.7M, 5.86%), AMAT ($154.6M, 4.88%), MSFT ($145.1M, 4.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. Class A | $226.0M | 7.14% | 632,390 | Trimmed |
| 2 | NVDA | NVIDIA Corporation | $206.4M | 6.52% | 1.0M | Trimmed |
| 3 | AMZN | Amazon.com, Inc. | $185.7M | 5.86% | 778,967 | Trimmed |
| 4 | AMAT | Applied Materials, Inc. | $154.6M | 4.88% | 213,780 | Trimmed |
| 5 | MSFT | Microsoft Corporation | $145.1M | 4.58% | 388,886 | Trimmed |
| 6 | URI | United Rentals, Inc. | $111.3M | 3.52% | 98,286 | Trimmed |
| 7 | AVGO | Broadcom Inc. | $99.8M | 3.15% | 264,133 | Trimmed |
| 8 | AAPL | Apple Inc. | $92.1M | 2.91% | 318,170 | Trimmed |
| 9 | MA | Mastercard Incorporated | $92.3M | 2.91% | 179,705 | Trimmed |
| 10 | DELL | Dell Technologies, Inc. | $91.6M | 2.89% | 212,229 | New |
| 11 | TDG | TransDigm Group Incorporated | $88.7M | 2.80% | 66,590 | Trimmed |
| 12 | XOM | Exxon Mobil Corp | $73.5M | 2.32% | 537,947 | New |
| 13 | FTNT | Fortinet, Inc. | $72.6M | 2.29% | 472,409 | Trimmed |
| 14 | DHI | D.R. Horton, Inc. | $72.1M | 2.28% | 442,509 | Trimmed |
| 15 | HCA | HCA Healthcare, Inc. | $69.1M | 2.18% | 177,357 | Trimmed |
| 16 | JPM | JPMorgan Chase & Co. | $63.6M | 2.01% | 194,449 | Trimmed |
| 17 | ETN | Eaton Corporation plc | $62.8M | 1.98% | 147,475 | Trimmed |
| 18 | PGR | The Progressive Corporation | $57.2M | 1.81% | 262,060 | Trimmed |
| 19 | PNC | PNC Financial Services Group, Inc. | $48.2M | 1.52% | 195,932 | Trimmed |
| 20 | JAZZ | Jazz Pharmaceuticals plc | $48.2M | 1.52% | 200,072 | New |
| 21 | NEE | NextEra Energy, Inc. | $46.4M | 1.47% | 528,554 | Trimmed |
| 22 | META | Meta Platforms, Inc. | $46.3M | 1.46% | 82,185 | Trimmed |
| 23 | WCN | Waste Connections, Inc. | $46.2M | 1.46% | 277,417 | Trimmed |
| 24 | ORLY | O'Reilly Automotive, Inc. | $44.0M | 1.39% | 478,193 | Trimmed |
| 25 | VTRS | Viatris Inc. | $40.5M | 1.28% | 2.6M | Added |
Source: SEC Form 13F filings · as of 2026-06-30