13F Insight
DOSSIER · 13F-HR · Q3 2026

ARGENT CAPITAL MANAGEMENT LLC

$3.1B in tracked AUM across 172 positions as of Q3 2026.

AC
CIK 0001120926 · last filed Sep 30, 2026
Total AUM
$3.1B
as of Q3 2026
Holdings
172
+4 QoQ
positions
Whale Score
66
66
tracked
Activity
170
+21 new, −17 sold
changes this Q
AI Analysis · Q3 2026

ARGENT CAPITAL MANAGEMENT LLC filed its latest 13F-HR for Q3 2026. 170 position changes this quarter — 21 new, 17 exited, 22 added, 110 trimmed.

Quarter at a glance — Q3 2026

170 material changes this filing.

TRIM
AMATApplied Materials, Inc.
-8K sh
$-49M
3.4%
TRIM
MSFTMicrosoft Corporation
-16K sh
+$46M
6.1%
ADD
VTRSViatris Inc.
+1.2M sh
+$26M
2.1%
NEW
DTDynatrace, Inc.
+379K sh
+$22M
0.7%
TRIM
HCAHCA Healthcare, Inc.
-65K sh
$-21M
1.5%
TRIM
NVDANVIDIA Corporation
-41K sh
+$20M
7.2%
TRIM
TDGTransDigm Group Incorporated
-3K sh
$-20M
2.2%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA Corporation
$226M991K7.2%02
GOOGL
Alphabet Inc. Class A
$210M609K6.7%03
MSFT
Microsoft Corporation
$191M373K6.1%04
AMZN
Amazon.com, Inc.
$188M753K6.0%05
DELL
Dell Technologies, Inc.
$110M205K3.5%06
AMAT
Applied Materials, Inc.
$105M206K3.4%07
AAPL
Apple Inc.
$102M306K3.3%08
MA
Mastercard Incorporated
$95M173K3.0%09
URI
United Rentals, Inc.
$95M95K3.0%10
AVGO
Broadcom Inc.
$90M256K2.9%

Filing history

2026Q3Sep 30
$3.1B▼ 0.9%
172 positionsView →2026Q2Jun 30
$3.2B▼ 0.1%
168 positionsView →2026Q1Mar 31
$3.2B▼ 10.1%
158 positionsView →2025Q4Dec 31
$3.5B▲ 82.6%
159 positionsView →2025Q3Sep 30
$1.9B▼ 44.8%
69 positionsLocked2025Q2Jun 30
$3.5B▲ 7.1%
154 positionsLocked2025Q1Mar 31
$3.3B▼ 7.8%
156 positionsLocked2024Q4Dec 31
$3.5B▼ 1.9%
158 positionsLocked2024Q3Sep 30
$3.6B▲ 6.0%
153 positionsLocked2024Q2Jun 30
$3.4B▼ 0.7%
155 positionsLocked2024Q1Mar 31
$3.4B▲ 12.0%
151 positionsLocked2023Q4Dec 31
$3.1B▲ 9.0%
151 positionsLocked
Showing 12 of 53