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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 8 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CSW Industrials, Inc. 1,847.0 $514K 0.02% -1K -43.1% $278.30
142 IWB iShares Russell 1000 ETF 1,233.0 $505K 0.02% NEW $409.50 +3.0%
143 CSCO Cisco Systems, Inc. Technology 4,109.0 $483K 0.01% $117.46 -4.9%
144 Honeywell Technologies 2,133.0 $478K 0.01% NEW $223.90
145 Honeywell Aerospace Inc. 2,132.0 $471K 0.01% NEW $221.08
146 FDS Factset Research Systems, Inc. Financial Services 1,955.0 $450K 0.01% $230.08 +32.5%
147 AMID Argent Mid Cap ETF 11,915.0 $434K 0.01% $36.44 +1.5%
148 MUSA Murphy USA Inc. Consumer Cyclical 803.0 $433K 0.01% -119K -99.3% $539.01 -4.2%
149 HALO Halozyme Therapeutics, Inc. Healthcare 5,462.0 $428K 0.01% -4K -39.7% $78.27 +36.6%
150 ABBV AbbVie Inc. Healthcare 1,685.0 $424K 0.01% $251.64 +3.0%
151 CARR Carrier Global Corporation Industrials 5,660.0 $415K 0.01% -1K -15.0% $73.35 -19.8%
152 IIIV I3 Verticals, LLC Technology 19,300.0 $412K 0.01% -14K -42.2% $21.36 -21.2%
153 TJX TJX Co. Consumer Cyclical 2,700.0 $409K 0.01% $151.50 -10.9%
154 DIS The Walt Disney Company Communication Services 3,950.0 $380K 0.01% $96.25 +11.8%
155 SBUX Starbucks Corp Consumer Cyclical 3,642.0 $372K 0.01% $102.18 +5.8%
156 MTZ MasTec, Inc. Industrials 860.0 $358K 0.01% -75.0 -8.0% $416.06 -40.6%
157 CRS Carpenter Technology Corporation Industrials 560.0 $345K 0.01% NEW $616.84 -21.4%
158 BX Blackstone Inc. Financial Services 2,866.0 $337K 0.01% -1K -31.3% $117.66 +23.4%
159 CAH Cardinal Health Inc Healthcare 1,351.0 $321K 0.01% $237.56 -0.8%
160 IWR IShares Russell Mid-cap ETF 2,750.0 $303K 0.01% NEW $110.32 +2.7%
Page 8 of 9  ·  168 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%