ARGENT CAPITAL MANAGEMENT LLC: 13F holdings
CIK 11209262026Q2
| Positions | 168 |
|---|
| Reported value | $3.2bn |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 168 (+10 vs prior quarter) |
|---|
| Reported value | $3.2bn (-0.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL Alphabet Inc. Class A | 632,390 | $226.0m | 7.1% |
| NVDA NVIDIA Corporation | 1,031,778 | $206.4m | 6.5% |
| AMZN Amazon.com, Inc. | 778,967 | $185.7m | 5.9% |
| AMAT Applied Materials, Inc. | 213,780 | $154.6m | 4.9% |
| MSFT Microsoft Corporation | 388,886 | $145.1m | 4.6% |
| URI United Rentals, Inc. | 98,286 | $111.3m | 3.5% |
| AVGO Broadcom Inc. | 264,133 | $99.8m | 3.2% |
| MA Mastercard Incorporated | 179,705 | $92.3m | 2.9% |
| AAPL Apple Inc. | 318,170 | $92.1m | 2.9% |
| DELL Dell Technologies, Inc. | 212,229 | $91.6m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1120926")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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