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Portfolio (Quarterly) Guide ↗

ARGENT CAPITAL MANAGEMENT LLC

· CIK 0001120926
13F Portfolio $3.5B AUM 159 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 11 Added 106 Reduced
Page 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IIIV I3 Verticals, LLC Technology 21,468.0 $541K 0.01% -1K -6.5% $25.19 -17.1%
102 HWKN Hawkins, Inc. Basic Materials 3,544.0 $503K 0.01% -217.0 -5.8% $142.06 -2.7%
103 KNSL Kinsale Capital Group, Inc. Financial Services 1,275.0 $499K 0.01% -2K -65.8% $391.12 -13.8%
104 HALO Halozyme Therapeutics, Inc. Healthcare 5,950.0 $400K 0.01% -400.0 -6.3% $67.30 +11.5%
105 COIN Coinbase Global, Inc. Financial Services 1,476.0 $334K 0.01% -3K -67.9% $226.14 -28.6%
106 Installed Building Products, Inc. 1,006.0 $261K 0.01% -15.0 -1.5% $259.39
Page 6 of 6  ·  106 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.0%
Financial Services 18.5%
Consumer Cyclical 14.0%
Industrials 12.6%
Healthcare 9.9%
Communication Services 9.3%
Energy 3.2%
Utilities 1.7%
Consumer Defensive 0.9%
Real Estate 0.8%