Argent Capital Management LLC Top Holdings and 13F Report (2026) About Argent Capital Management LLCInvestment ActivityArgent Capital Management LLC has $3.14 billion in total holdings as of September 30, 2026.Argent Capital Management LLC owns shares of 172 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 3.67% of the portfolio was purchased this quarter.About 6.31% of the portfolio was sold this quarter.This quarter, Argent Capital Management LLC has purchased 168 new stocks and bought additional shares in 22 stocks.Argent Capital Management LLC sold shares of 110 stocks and completely divested from 17 stocks this quarter.Largest Holdings NVIDIA $226,310,160Alphabet $209,664,021Microsoft $191,340,693Amazon.com $187,551,151Dell Technologies $110,339,415 Largest New Holdings this Quarter 268150109 - Dynatrace $21,868,390 Holding860630102 - Stifel Financial $14,002,077 Holding59156R108 - MetLife $11,421,890 Holding717081103 - Pfizer $8,128,457 Holding679295105 - Okta $4,373,745 Holding Largest Purchases this Quarter Dynatrace 378,739 shares (about $21.87M)Viatris 1,200,406 shares (about $21.27M)Stifel Financial 199,915 shares (about $14.00M)MetLife 121,303 shares (about $11.42M)Pfizer 285,009 shares (about $8.13M) Largest Sales this Quarter HCA Healthcare 65,181 shares (about $27.82M)International Flavors & Fragrances 187,320 shares (about $15.64M)MSA Safety Incorporporated 81,772 shares (about $14.55M)NVIDIA 40,841 shares (about $9.33M)Microsoft 15,829 shares (about $8.12M) 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 PortfolioSectorNVDANVIDIA$226,310,160$9,327,266 ▼-4.0%990,9377.2%TechnologyGOOGLAlphabet$209,664,021$7,928,632 ▼-3.6%609,3476.7%Communication ServicesMSFTMicrosoft$191,340,693$8,118,684 ▼-4.1%373,0576.1%TechnologyAMZNAmazon.com$187,551,151$6,528,477 ▼-3.4%752,7646.0%Consumer DiscretionaryDELLDell Technologies$110,339,415$3,829,126 ▼-3.4%205,1113.5%TechnologyAMATApplied Materials$105,235,554$4,087,468 ▼-3.7%205,7873.4%TechnologyAAPLApple$102,056,130$3,901,002 ▼-3.7%306,4563.3%TechnologyMAMastercard$95,397,412$3,704,786 ▼-3.7%172,9873.0%FinanceURIUnited Rentals$94,689,585$3,672,854 ▼-3.7%94,6163.0%IndustrialsAVGOBroadcom$89,835,074$2,925,763 ▼-3.2%255,8022.9%TechnologyExxon Mobil Corp$84,554,695$2,996,229 ▼-3.4%519,5372.7%COMFTNTFortinet$77,290,104$7,157,729 ▼-8.5%432,3682.5%TechnologyTDGTransdigm Group$68,855,859$3,234,824 ▼-4.5%63,6022.2%IndustrialsVTRSViatris$66,463,491$21,271,196 ▲47.1%3,750,7612.1%HealthcareJPMJPMorgan Chase & Co.$62,291,917$2,037,580 ▼-3.2%188,2902.0%FinanceETNEaton$60,999,003$2,372,427 ▼-3.7%141,9541.9%IndustrialsDHID.R. Horton$58,192,215$2,276,587 ▼-3.8%425,8491.9%Consumer DiscretionaryMETAMeta Platforms$56,328,011$3,270,542 ▼-5.5%77,6751.8%Communication ServicesPGRProgressive$51,942,241$2,385,521 ▼-4.4%250,5531.7%FinancePNCThe PNC Financial Services Group$49,037,946$5,490,050 ▲12.6%220,6331.6%FinanceHCAHCA Healthcare$47,870,170$27,815,447 ▼-36.8%112,1761.5%HealthcareJAZZJazz Pharmaceuticals$44,731,285$1,589,385 ▼-3.4%193,2071.4%HealthcareWCNWaste Connections$41,116,031$1,586,708 ▼-3.7%267,1091.3%IndustrialsORLYO'Reilly Automotive$39,376,145$1,466,319 ▼-3.6%461,0251.3%Consumer DiscretionaryNEENextEra Energy$38,640,869$1,391,798 ▼-3.5%510,1781.2%UtilitiesCTASCintas$35,944,755$1,854,049 ▼-4.9%184,2751.1%IndustrialsMEDPMedpace$35,575,763$2,008,611 ▼-5.3%56,9961.1%HealthcareHPEHewlett Packard Enterprise$32,896,460$1,851,597 ▼-5.3%514,8921.0%TechnologyAMGNAmgen$29,289,043$1,073,164 ▼-3.5%69,4860.9%HealthcareFerguson Enterprises Inc.$27,511,629$1,022,717 ▼-3.6%123,5810.9%COMCVXChevron$26,942,937$970,000 ▼-3.5%131,9370.9%EnergyAPOApollo Global Management$26,620,660$484,434 ▼-1.8%229,3700.8%FinanceUSFDUS Foods$26,369,663$491,940 ▼-1.8%285,9740.8%Consumer StaplesRRXRegal Rexnord$24,789,716$1,069,330 ▼-4.1%159,8200.8%IndustrialsMRKMerck & Co., Inc.$24,231,479$1,296,457 ▼-5.1%166,7570.8%HealthcareDTDynatrace$21,868,390$21,868,390 ▲New Holding378,7390.7%TechnologyGRMNGarmin$21,432,291$717,383 ▼-3.2%74,7190.7%Consumer DiscretionaryCVSCVS Health$20,403,688$6,839,961 ▲50.4%238,1100.7%HealthcareTXNTexas Instruments$20,387,447$716,189 ▼-3.4%72,7890.6%TechnologyHLIHoulihan Lokey$20,030,795$705,229 ▼-3.4%158,5470.6%FinanceJNJJohnson & Johnson$18,514,007$1,071,135 ▼-5.5%69,9330.6%HealthcareRSGRepublic Services$18,393,282$705,795 ▼-3.7%87,6410.6%IndustrialsSCHWCharles Schwab$17,781,604$401,124 ▼-2.2%181,9280.6%FinanceADIAnalog Devices$17,338,828$368,143 ▼-2.1%43,7070.6%TechnologyOMFOneMain$17,229,965$633,607 ▼-3.5%311,0660.5%FinanceSTTState Street$17,036,358$612,987 ▼-3.5%97,5790.5%FinanceMSMMSC Industrial Direct$16,774,337$620,209 ▼-3.6%135,5830.5%IndustrialsMDTMedtronic$15,022,359$655,457 ▼-4.2%174,0920.5%HealthcareHDHome Depot$14,679,861$592,588 ▼-3.9%51,6010.5%Consumer DiscretionaryPEPPepsiCo$14,211,280$586,968 ▼-4.0%112,1470.5%Consumer StaplesSFStifel Financial$14,002,077$14,002,077 ▲New Holding199,9150.4%FinanceMSIMotorola Solutions$13,553,979$487,447 ▼-3.5%30,3920.4%TechnologyWECWEC Energy Group$13,236,922$682,582 ▼-4.9%131,3450.4%UtilitiesCDWCDW$13,127,336$1,213,678 ▼-8.5%102,4290.4%TechnologyEXRExtra Space Storage$13,081,914$480,799 ▼-3.5%99,4750.4%Real EstateMETMetLife$11,421,890$11,421,890 ▲New Holding121,3030.4%FinanceBENFranklin Resources$11,261,392$402,495 ▼-3.5%350,6040.4%FinanceCGCarlyle Group$10,256,542$354,679 ▼-3.3%258,6120.3%FinancePATKPatrick Industries$10,240,741$637,200 ▼-5.9%151,0880.3%Consumer DiscretionaryLMTLockheed Martin$9,673,810$194,026 ▼-2.0%18,9960.3%IndustrialsVCTRVictory Capital$8,602,689$2,644,225 ▼-23.5%77,7820.3%FinancePFEPfizer$8,128,457$8,128,457 ▲New Holding285,0090.3%HealthcareFIXComfort Systems USA$5,301,358$1,050,347 ▼-16.5%3,2050.2%IndustrialsGOOGAlphabet$4,906,028$88,593 ▼-1.8%14,3980.2%Communication ServicesTWLOTwilio$4,665,614$111,135 ▼-2.3%15,9530.1%TechnologyLPLALPL Financial$4,662,227$211,614 ▼-4.3%15,2460.1%FinanceAMEAMETEK$4,617,192$72,585 ▼-1.5%18,6380.1%TechnologyAXAxos Financial$4,392,908$92,370 ▼-2.1%50,7440.1%FinanceOKTAOkta$4,373,745$4,373,745 ▲New Holding20,9160.1%TechnologySNXTD SYNNEX$4,046,672$82,449 ▼-2.0%15,7550.1%TechnologyILMNIllumina$4,005,033$4,005,033 ▲New Holding14,6340.1%HealthcareFSSFederal Signal$3,856,711$223,131 ▼-5.5%34,8110.1%IndustrialsFTITechnipFMC$3,647,779$63,777 ▼-1.7%53,7070.1%EnergyHLTHilton Worldwide$3,574,396$71,895 ▼-2.0%11,2360.1%Consumer DiscretionaryDSGXThe Descartes Systems Group$3,538,514$217,918 ▼-5.8%43,7610.1%TechnologyMarex Group Ltd$3,523,996$23,858 ▼-0.7%50,5160.1%COMHinge Health, Inc.$3,376,270$3,376,270 ▲New Holding34,7210.1%COMESIElement Solutions$3,266,434$81,485 ▼-2.4%90,0340.1%MaterialsWalmart, Inc.$3,203,3340.0%30,8250.1%COMSomnigroup International Inc.$3,117,674$74,408 ▼-2.3%50,1960.1%COMONTOOnto Innovation$3,080,047$175,150 ▼-5.4%10,0060.1%TechnologyWWDWoodward$2,958,953$66,704 ▼-2.2%9,0050.1%IndustrialsCHRDChord Energy$2,940,691$590,846 ▲25.1%21,9340.1%EnergyCLHClean Harbors$2,862,802$2,862,802 ▲New Holding9,2280.1%IndustrialsIFFInternational Flavors & Fragrances$2,859,023$15,637,473 ▼-84.5%34,2480.1%MaterialsEWBCEast West Bancorp$2,853,860$165,694 ▼-5.5%23,0280.1%FinanceCACICACI International$2,828,707$52,383 ▼-1.8%4,6440.1%IndustrialsMRVLMarvell Technology$2,661,287$264 ▲0.0%10,0730.1%TechnologyMLIMueller Industries$2,597,320$1,206,381 ▲86.7%42,8530.1%IndustrialsUL Solutions Inc.$2,576,635$105,714 ▼-3.9%39,2660.1%COMVRTVertiv$2,559,575$666,257 ▼-20.7%10,6070.1%IndustrialsNBIXNeurocrine Biosciences$2,462,342$141,840 ▼-5.4%17,3600.1%HealthcareCHRWC.H. Robinson Worldwide$2,409,085$9,913 ▲0.4%16,2820.1%IndustrialsHEI.AHeico$2,365,270$67,357 ▼-2.8%10,3590.1%IndustrialsXPOXPO$2,302,698$151,167 ▼-6.2%13,0850.1%IndustrialsCOSTCostco Wholesale$2,248,540$9,103 ▼-0.4%2,4700.1%Consumer StaplesTTTrane Technologies$2,204,758$72,317 ▼-3.2%4,8780.1%IndustrialsNPOEnpro$1,945,976$8,575 ▲0.4%6,3540.1%IndustrialsRBCRBC Bearings$1,817,197$69,393 ▲4.0%3,6400.1%IndustrialsOSISOSI Systems$1,786,455$281,642 ▼-13.6%9,1910.1%TechnologyShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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