§ 13F · FUND PROFILE
ARGENT CAPITAL MANAGEMENT LLC.
AUM · $3.2B (13F)Positions · 168Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$383M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. Class A | 632K | $226M | 7.1% | −55% |
| 2 | NVDA | NVIDIA Corporation | 1.03M | $206M | 6.5% | −55% |
| 3 | AMZN | Amazon.com, Inc. | 779K | $186M | 5.9% | −55% |
| 4 | AMAT | Applied Materials, Inc. | 214K | $155M | 4.9% | −54% |
| 5 | MSFT | Microsoft Corporation | 389K | $145M | 4.6% | −55% |
| 6 | URI | United Rentals, Inc. | 98K | $111M | 3.5% | −56% |
| 7 | AVGO | Broadcom Inc. | 264K | $100M | 3.2% | −58% |
| 8 | MA | Mastercard Incorporated | 180K | $92M | 2.9% | −55% |
| 9 | AAPL | Apple Inc. | 318K | $92M | 2.9% | −54% |
| 10 | DELL | Dell Technologies, Inc. | 212K | $92M | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARGENT SIGNAL
AC read
ARGENT CAPITAL MANAGEMENT LLC is a Other fund managing $3.2 billion in assets. The fund runs a portfolio of 168 positions.
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