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 158 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($202.3M, 6.38%), NVDA ($201.1M, 6.34%), AMZN ($181.4M, 5.72%), MSFT ($160.0M, 5.05%), HCA ($102.1M, 3.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. Class A | $202.3M | 6.38% | 703,639 | Trimmed |
| 2 | NVDA | NVIDIA Corporation | $201.1M | 6.34% | 1.2M | Trimmed |
| 3 | AMZN | Amazon.com, Inc. | $181.4M | 5.72% | 871,185 | Trimmed |
| 4 | MSFT | Microsoft Corporation | $160.0M | 5.05% | 432,171 | Trimmed |
| 5 | HCA | HCA Healthcare, Inc. | $102.1M | 3.22% | 215,781 | Trimmed |
| 6 | MA | Mastercard Incorporated | $100.4M | 3.17% | 200,874 | Trimmed |
| 7 | XOM | Exxon Mobil Corp | $99.7M | 3.14% | 587,429 | Trimmed |
| 8 | AVGO | Broadcom Inc. | $97.1M | 3.06% | 313,580 | Trimmed |
| 9 | AAPL | Apple Inc. | $87.8M | 2.77% | 346,110 | Trimmed |
| 10 | TDG | TransDigm Group Incorporated | $87.2M | 2.75% | 75,265 | Added |
| 11 | URI | United Rentals, Inc. | $81.0M | 2.55% | 111,116 | Trimmed |
| 12 | AMAT | Applied Materials, Inc. | $80.0M | 2.52% | 234,016 | Trimmed |
| 13 | DHI | D.R. Horton, Inc. | $69.6M | 2.20% | 507,523 | Trimmed |
| 14 | DHR | Danaher Corporation | $61.1M | 1.93% | 322,260 | Trimmed |
| 15 | JPM | JPMorgan Chase & Co. | $60.3M | 1.90% | 204,904 | Trimmed |
| 16 | MUSA | Murphy USA Inc. | $59.4M | 1.87% | 120,234 | Trimmed |
| 17 | ETN | Eaton Corporation plc | $58.3M | 1.84% | 162,990 | Added |
| 18 | PGR | The Progressive Corporation | $57.5M | 1.82% | 290,215 | Trimmed |
| 19 | META | Meta Platforms, Inc. | $55.2M | 1.74% | 96,408 | Trimmed |
| 20 | NEE | NextEra Energy, Inc. | $53.5M | 1.69% | 576,293 | Trimmed |
| 21 | WCN | Waste Connections, Inc. | $50.6M | 1.60% | 311,473 | Trimmed |
| 22 | ORLY | O'Reilly Automotive, Inc. | $49.6M | 1.56% | 536,802 | Trimmed |
| 23 | FTNT | Fortinet, Inc. | $45.8M | 1.45% | 560,811 | Trimmed |
| 24 | PNC | PNC Financial Services Group, Inc. | $41.4M | 1.31% | 199,075 | New |
| 25 | USFD | US Foods Holding Corp. | $37.5M | 1.18% | 406,326 | Added |
Source: SEC Form 13F filings · as of 2026-03-31