Argent Capital Management LLC Top Holdings and 13F Report (2025) About Argent Capital Management LLCInvestment ActivityArgent Capital Management LLC has $3.66 billion in total holdings as of September 30, 2025.Argent Capital Management LLC owns shares of 155 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 5.45% of the portfolio was purchased this quarter.About 6.46% of the portfolio was sold this quarter.This quarter, Argent Capital Management LLC has purchased 154 new stocks and bought additional shares in 47 stocks.Argent Capital Management LLC sold shares of 62 stocks and completely divested from 16 stocks this quarter.Largest Holdings Microsoft $251,945,207NVIDIA $237,984,498Amazon.com $213,075,119Alphabet $190,799,730Mastercard $126,276,945 Largest New Holdings this Quarter 620076307 - Motorola Solutions $16,951,283 Holding829073105 - Simpson Manufacturing $15,976,019 HoldingG3323L100 - Fabrinet $4,931,486 Holding629377508 - NRG Energy $4,920,203 Holding912008109 - US Foods $3,945,470 Holding Largest Purchases this Quarter NVIDIA 404,219 shares (about $75.42M)Alphabet 79,038 shares (about $19.21M)Motorola Solutions 37,069 shares (about $16.95M)Murphy USA 43,216 shares (about $16.78M)Simpson Manufacturing 95,402 shares (about $15.98M) Largest Sales this Quarter Copart 1,262,984 shares (about $56.80M)Automatic Data Processing 87,034 shares (about $25.54M)Booz Allen Hamilton 176,216 shares (about $17.61M)Oracle 34,441 shares (about $9.69M)Tractor Supply 142,271 shares (about $8.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArgent Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$251,945,207$2,175,388 ▼-0.9%486,4286.9%Computer and TechnologyNVDANVIDIA$237,984,498$75,419,190 ▲46.4%1,275,5096.5%Computer and TechnologyAMZNAmazon.com$213,075,119$2,093,820 ▼-1.0%970,4205.8%Retail/WholesaleGOOGLAlphabet$190,799,730$19,214,140 ▲11.2%784,8615.2%Computer and TechnologyMAMastercard$126,276,945$1,210,428 ▼-0.9%222,0023.4%Business ServicesAVGOBroadcom$124,522,754$686,542 ▼-0.5%377,4453.4%Computer and TechnologyURIUnited Rentals$113,648,987$1,027,210 ▼-0.9%119,0473.1%ConstructionAMATApplied Materials$100,750,950$1,057,687 ▼-1.0%492,0922.8%Computer and TechnologyHCAHCA Healthcare$97,549,758$655,494 ▼-0.7%228,8832.7%MedicalAAPLApple$96,538,616$8,021,862 ▼-7.7%379,1332.6%Computer and TechnologyBXBlackstone$93,657,586$720,816 ▼-0.8%548,1862.6%FinanceDHID.R. Horton$91,579,899$891,412 ▼-1.0%540,3902.5%ConstructionTDGTransdigm Group$88,154,856$860,671 ▼-1.0%66,8842.4%AerospaceVVisa$86,649,126$833,992 ▼-1.0%253,8202.4%Business ServicesPGRProgressive$83,652,361$880,624 ▼-1.0%338,7422.3%FinanceMETAMeta Platforms$79,920,466$77,844 ▲0.1%108,8272.2%Computer and TechnologyXOMExxon Mobil$74,411,438$471,746 ▼-0.6%659,9682.0%EnergyJPMJPMorgan Chase & Co.$73,769,661$142,890 ▼-0.2%233,8702.0%FinanceDHRDanaher$72,084,948$721,865 ▼-1.0%363,5882.0%MedicalORLYO'Reilly Automotive$64,817,959$636,834 ▼-1.0%601,2241.8%Retail/WholesaleWCNWaste Connections$61,298,138$749,260 ▼-1.2%348,6811.7%Business ServicesBAHBooz Allen Hamilton$59,662,311$17,612,777 ▼-22.8%596,9221.6%Business ServicesNOWServiceNow$59,100,382$244,794 ▼-0.4%64,2201.6%Computer and TechnologyTYLTyler Technologies$53,757,829$38,714 ▼-0.1%102,7561.5%Computer and TechnologyFTNTFortinet$51,269,966$288,226 ▼-0.6%609,7761.4%Computer and TechnologyMUSAMurphy USA$50,722,423$16,779,089 ▲49.4%130,6401.4%Retail/WholesaleHLIHoulihan Lokey$49,628,399$25,665 ▲0.1%241,7121.4%FinanceNEENextEra Energy$48,503,128$4,012,895 ▲9.0%642,5111.3%UtilitiesETNEaton$47,156,569$169,535 ▼-0.4%126,0031.3%IndustrialsOMFOneMain$46,582,993$27,948 ▲0.1%825,0621.3%FinanceAPOApollo Global Management$41,969,669$883,447 ▼-2.1%314,9221.1%FinanceMEDPMedpace$40,683,938$575,859 ▼-1.4%79,1271.1%MedicalCGCarlyle Group$39,183,065$53,734 ▼-0.1%624,9291.1%FinanceFerguson Enterprises Inc.$34,726,554$105,103 ▼-0.3%154,6290.9%COMORCLOracle$34,577,903$9,686,189 ▼-21.9%122,9480.9%Computer and TechnologyINTUIntuit$29,766,709$443,209 ▲1.5%43,5880.8%Computer and TechnologyHDHome Depot$26,635,716$59,158 ▼-0.2%65,7360.7%Retail/WholesaleCVXChevron$25,677,790$46,742 ▼-0.2%165,3540.7%EnergyRSGRepublic Services$25,147,307$81,465 ▼-0.3%109,5840.7%Business ServicesAMGNAmgen$24,200,898$176,093 ▼-0.7%85,7580.7%MedicalRLIRLI$24,161,513$968,125 ▼-3.9%370,4620.7%FinancePATKPatrick Industries$23,105,369$63,506 ▼-0.3%223,3910.6%ConstructionGRMNGarmin$22,922,114$115,723 ▼-0.5%93,0960.6%Computer and TechnologyPEPPepsiCo$19,215,031$37,498 ▼-0.2%136,8200.5%Consumer StaplesMSAMSA Safety Incorporporated$17,664,212$17,551 ▲0.1%102,6570.5%IndustrialsEXRExtra Space Storage$17,615,429$31,007 ▼-0.2%124,9850.5%FinanceTSCOTractor Supply$17,422,240$8,090,953 ▼-31.7%306,3520.5%Retail/WholesaleTMOThermo Fisher Scientific$17,422,063$176,549 ▼-1.0%35,9200.5%MedicalMSIMotorola Solutions$16,951,283$16,951,283 ▲New Holding37,0690.5%Computer and TechnologyTXNTexas Instruments$16,888,076$88,558 ▼-0.5%91,9180.5%Computer and TechnologySSDSimpson Manufacturing$15,976,019$15,976,019 ▲New Holding95,4020.4%ConstructionUNHUnitedHealth Group$15,491,011$15,217,531 ▲5,564.4%44,8620.4%MedicalTRIThomson Reuters$15,344,860$55,297 ▼-0.4%98,7890.4%Business ServicesEMREmerson Electric$9,307,275$96,418 ▼-1.0%70,9500.3%IndustrialsFIXComfort Systems USA$8,183,310$163,386 ▲2.0%9,9170.2%ConstructionVCTRVictory Capital$7,799,953$56,017 ▼-0.7%120,4440.2%FinanceCPRTCopart$7,300,385$56,796,392 ▼-88.6%162,3390.2%Business ServicesCIGIColliers International Group$6,857,307$204,635 ▼-2.9%43,8980.2%FinanceFSVFirstService$6,531,902$94,483 ▲1.5%34,2900.2%FinanceLPLALPL Financial$6,404,615$7,319 ▲0.1%19,2510.2%FinanceDSGXThe Descartes Systems Group$5,567,391$13,852 ▲0.2%59,0830.2%Computer and TechnologyADUSAddus HomeCare$5,441,109$13,097 ▲0.2%46,1150.1%MedicalTPXTempur Sealy International$5,159,141$33,732 ▼-0.6%61,1780.1%Retail/WholesaleHLNEHamilton Lane$4,983,860$62,947 ▲1.3%36,9750.1%FinanceFNFabrinet$4,931,486$4,931,486 ▲New Holding13,5250.1%Computer and TechnologyNRGNRG Energy$4,920,203$4,920,203 ▲New Holding30,3810.1%UtilitiesCTASCintas$4,697,170$5,132 ▲0.1%22,8840.1%Business ServicesBLDTopBuild$4,546,093$782 ▲0.0%11,6310.1%ConstructionAXAXOS FINANCIAL$4,544,859$1,220,230 ▲36.7%53,6900.1%FinanceFSSFederal Signal$4,428,332$2,175,851 ▲96.6%37,2160.1%Multi-Sector ConglomeratesAAgilent Technologies$4,378,789$152,095 ▲3.6%34,1160.1%MedicalFICOFair Isaac$4,284,565$1,325,925 ▼-23.6%2,8630.1%Computer and TechnologyAMEAMETEK$4,277,564$39,668 ▲0.9%22,7530.1%Computer and TechnologyMANHManhattan Associates$4,065,163$247,001 ▲6.5%19,8320.1%Computer and TechnologyGOOGAlphabet$3,949,163$15,831 ▼-0.4%16,2150.1%Computer and TechnologyUSFDUS Foods$3,945,470$3,945,470 ▲New Holding51,4940.1%Consumer StaplesCheniere Energy, Inc$3,688,481$48,641 ▲1.3%15,6970.1%COMMPWRMonolithic Power Systems$3,685,322$3,685,322 ▲New Holding4,0030.1%Computer and TechnologyBLDRBuilders FirstSource$3,654,596$5,941 ▼-0.2%30,1410.1%Retail/WholesaleWMTWalmart$3,271,4340.0%31,7430.1%Retail/WholesaleGDDYGoDaddy$3,221,115$14,778 ▼-0.5%23,5410.1%Computer and TechnologyADPAutomatic Data Processing$3,148,695$25,544,698 ▼-89.0%10,7280.1%Computer and TechnologyUL Solutions Inc.$2,667,383$128,469 ▲5.1%37,6430.1%COMBMIBadger Meter$2,661,199$630,745 ▲31.1%14,9020.1%Computer and TechnologyCOSTCostco Wholesale$2,503,8290.0%2,7050.1%Retail/WholesaleTTTrane Technologies$2,317,8260.0%5,4930.1%ConstructionGRBKGreen Brick Partners$2,048,359$48,304 ▲2.4%27,7330.1%FinanceVRTVertiv$1,925,275$1,925,275 ▲New Holding12,7620.1%Computer and TechnologyRBCRBC Bearings$1,885,881$78,058 ▲4.3%4,8320.1%IndustrialsHLTHilton Worldwide$1,781,834$1,781,834 ▲New Holding6,8680.0%Consumer DiscretionaryHEI.AHeico$1,781,171$1,781,171 ▲New Holding7,0100.0%AerospaceKNSLKinsale Capital Group$1,587,496$11,907 ▼-0.7%3,7330.0%FinanceCOINCoinbase Global$1,553,129$1,553,129 ▲New Holding4,6020.0%FinanceNPOEnpro$1,510,132$242,950 ▲19.2%6,6820.0%Business ServicesPLUSePlus$1,470,120$9,799 ▲0.7%20,7030.0%Computer and TechnologySKYChampion Homes$1,382,526$70,719 ▲5.4%18,1030.0%ConstructionPGProcter & Gamble$1,260,013$44,556 ▼-3.4%8,2010.0%Consumer StaplesMODModine Manufacturing$1,169,408$1,169,408 ▲New Holding8,2260.0%Auto/Tires/TrucksIESCIES$1,117,794$1,117,794 ▲New Holding2,8110.0%Computer and TechnologyICEIntercontinental Exchange$1,095,1200.0%6,5000.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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