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Portfolio (Quarterly) Guide ↗

ARGENT CAPITAL MANAGEMENT LLC

· CIK 0001120926
13F Portfolio $3.2B AUM 168 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 6 Added 106 Reduced 27 Exited
Page 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CARR Carrier Global Corporation Industrials 5,660.0 $415K 0.01% -1K -15.0% $73.35 -19.9%
102 IIIV I3 Verticals, LLC Technology 19,300.0 $412K 0.01% -14K -42.2% $21.36 -20.6%
103 MTZ MasTec, Inc. Industrials 860.0 $358K 0.01% -75.0 -8.0% $416.06 -40.2%
104 BX Blackstone Inc. Financial Services 2,866.0 $337K 0.01% -1K -31.3% $117.66 +21.7%
105 WLDN Willdan Group, Inc. Industrials 3,412.0 $270K 0.01% -2K -41.5% $79.10 +8.6%
106 AMP Ameriprise Financial, Inc. Financial Services 445.0 $204K 0.01% -32.0 -6.7% $458.76 +22.1%
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 31.8%
Industrials 17.8%
Financial Services 13.2%
Consumer Cyclical 11.7%
Healthcare 10.0%
Communication Services 9.3%
Utilities 2.2%
Consumer Defensive 1.8%
Energy 0.9%
Basic Materials 0.8%