ARGENT CAPITAL MANAGEMENT LLC
CIK 1120926
13F filing for Q2 2026・No. 1,240
- Holdings
- US$3.17B
- Quarter change
- −US$3.42M
- Entries
- 168
- Net bought (estimate)
- −US$419.01M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 37
- Sold out 27
- Cut 106
- Added 7
- Corporate actions 2
- Unchanged 18
Largest holdings
168 stocks worth US$3.17B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCOM | Cut | 632,390 | US$226M | 7.14% |
| NVDANvidiaCOM | Cut | 1,031,778 | US$206.45M | 6.52% |
| AMZNAmazonCOM | Cut | 778,967 | US$185.66M | 5.86% |
| AMATApplied Materials, Inc.COM | Cut | 213,780 | US$154.56M | 4.88% |
| MSFTMicrosoftCOM | Cut | 388,886 | US$145.06M | 4.58% |
| URIUnited Rentals, Inc.COM | Cut | 98,286 | US$111.35M | 3.52% |
| AVGOBroadcomCOM | Cut | 264,133 | US$99.78M | 3.15% |
| MAMastercard IncorporatedCOM | Cut | 179,705 | US$92.3M | 2.91% |
| AAPLAppleCOM | Cut | 318,170 | US$92.07M | 2.91% |
| DELLDell Technologies, Inc.COM | New | 212,229 | US$91.57M | 2.89% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.