ARGENT CAPITAL MANAGEMENT LLC

CIK 0001120926 · ST LOUIS, MO · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

ARGENT CAPITAL MANAGEMENT LLC reported 168 positions worth $3.17B as of June 30, 2026 (13F filed July 15, 2026). Largest holding: GOOGL (7.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.17B
2026 Q2
Positions
168
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.4%
Est. Net Flow (Q)
2026 Q2
10 / 168 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGLAlphabet Inc. Class ASH$226.0M7.14%632,390
2NVDANVIDIA CorporationSH$206.4M6.52%1,031,778
3AMZNAmazon.com, Inc.SH$185.7M5.86%778,967
4AMATApplied Materials, Inc.SH$154.6M4.88%213,780
5MSFTMicrosoft CorporationSH$145.1M4.58%388,886
6URIUnited Rentals, Inc.SH$111.3M3.52%98,286
7AVGOBroadcom Inc.SH$99.8M3.15%264,133
8MAMastercard IncorporatedSH$92.3M2.91%179,705
9AAPLApple Inc.SH$92.1M2.91%318,170
10DELLDell Technologies, Inc.SH$91.6M2.89%212,229

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ARGENT CAPITAL MANAGEMENT LLC hold as of Q2 2026?

ARGENT CAPITAL MANAGEMENT LLC reported 168 positions worth $3.17B in its Q2 2026 13F filing. Largest positions: GOOGL (7.1%), NVDA (6.5%), AMZN (5.9%), AMAT (4.9%) and MSFT (4.6%).

What did ARGENT CAPITAL MANAGEMENT LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ARGENT CAPITAL MANAGEMENT LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.