Argent Capital Management LLC holds a diversified book of 158 stocks worth $3.2B as of Q1 2026 (disclosed May 21, 2026, a ~45-day 13F lag). This quarter they opened PNC Financial Services Group and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 6% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1120926/holdings"
Use Arkolith to show ARGENT CAPITAL MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc. Class A COM | $202.3M | 703.6K | 6.4% | ▼−6.4% Reduced · −48K sh | |
| 2 | NVIDIA Corporation COM | $201.1M | 1.15M | 6.3% | ▼−7.6% Reduced · −95K sh | |
| 3 | Amazon.com, Inc. COM | $181.4M | 871.2K | 5.7% | ▼−7.6% Reduced · −72K sh | |
| 4 | Microsoft Corporation COM | $160.0M | 432.2K | 5.0% | ▼−8.6% Reduced · −41K sh | |
| 5 | HCA Healthcare, Inc. COM | $102.1M | 215.8K | 3.2% | ▼−3.6% Reduced · −8K sh | |
| 6 | Mastercard Incorporated COM | $100.4M | 200.9K | 3.2% | ▼−4.7% Reduced · −10K sh | |
| 7 | Exxon Mobil Corp COM | $99.7M | 587.4K | 3.1% | ▼−8.5% Reduced · −55K sh | |
| 8 | Broadcom Inc. COM | $97.1M | 313.6K | 3.1% | ▼−8.1% Reduced · −28K sh | |
| 9 | Apple Inc. COM | $87.8M | 346.1K | 2.8% | ▼−6.2% Reduced · −23K sh | |
| 10 | TransDigm Group Incorporated COM | $87.2M | 75.3K | 2.8% | ▲+16% Added · +10K sh | |
| 11 | United Rentals, Inc. COM | $81.0M | 111.1K | 2.6% | ▼−3.8% Reduced · −4K sh | |
| 12 | Applied Materials, Inc. COM | $80.0M | 234.0K | 2.5% | ▼−51% Reduced · −239K sh | |
| 13 | D.R. Horton, Inc. COM | $69.6M | 507.5K | 2.2% | ▼−3.6% Reduced · −19K sh | |
| 14 | Danaher Corporation COM | $61.1M | 322.3K | 1.9% | ▼−8.6% Reduced · −30K sh | |
| 15 | JPMorgan Chase & Co. COM | $60.3M | 204.9K | 1.9% | ▼−9.6% Reduced · −22K sh | |
| 16 | Murphy USA Inc. COM | $59.4M | 120.2K | 1.9% | ▼−3.0% Reduced · −4K sh | |
| 17 | Eaton Corporation plc COM | $58.3M | 163.0K | 1.8% | ▲+34% Added · +41K sh | |
| 18 | The Progressive Corporation COM | $57.5M | 290.2K | 1.8% | ▼−9.9% Reduced · −32K sh | |
| 19 | Meta Platforms, Inc. COM | $55.2M | 96.4K | 1.7% | ▼−7.9% Reduced · −8K sh | |
| 20 | NextEra Energy, Inc. COM | $53.5M | 576.3K | 1.7% | ▼−8.0% Reduced · −50K sh | |
| 21 | Waste Connections, Inc. COM | $50.6M | 311.5K | 1.6% | ▼−7.9% Reduced · −27K sh | |
| 22 | O'Reilly Automotive, Inc. COM | $49.6M | 536.8K | 1.6% | ▼−8.0% Reduced · −47K sh | |
| 23 | Fortinet, Inc. COM | $45.8M | 560.8K | 1.4% | ▼−4.4% Reduced · −26K sh | |
| 24 | PNC Financial Services Group, Inc. COM | $41.4M | 199.1K | 1.3% | ▲New New position | |
| 25 | US Foods Holding Corp. COM | $37.5M | 406.3K | 1.2% | ▲+698% Added · +355K sh | |
| 26 | Medpace Holdings, Inc. COM | $36.8M | 76.6K | 1.2% | ▲+0.3% Added · +250 sh | |
| 27 | Ferguson Enterprises Inc. COM | $34.2M | 146.6K | 1.1% | ▼−3.2% Reduced · −5K sh | |
| 28 | SiteOne Landscape Supply, Inc. COM | $31.9M | 239.8K | 1.0% | ▲New New position | |
| 29 | Tyler Technologies, Inc. COM | $31.2M | 91.2K | 1.0% | ▲+209% Added · +62K sh | |
| 30 | Apollo Global Management, Inc. COM | $31.1M | 279.3K | 1.0% | ▲+147% Added · +166K sh | |
| 31 | Chevron Corporation COM | $30.0M | 144.8K | 0.9% | ▼−10% Reduced · −17K sh | |
| 32 | Viatris Inc. COM | $29.2M | 2.16M | 0.9% | ▲New New position | |
| 33 | Houlihan Lokey, Inc. COM | $29.1M | 202.4K | 0.9% | ▼−14% Reduced · −34K sh | |
| 34 | Amgen Inc. COM | $26.7M | 75.8K | 0.8% | ▼−11% Reduced · −9K sh | |
| 35 | OneMain Holdings, Inc. COM | $24.9M | 465.7K | 0.8% | ▼−42% Reduced · −340K sh | |
| 36 | Patrick Industries, Inc. COM | $24.0M | 216.3K | 0.8% | ▼−1.3% Reduced · −3K sh | |
| 37 | The Charles Schwab Corporation COM | $23.6M | 250.7K | 0.7% | ▲New New position | |
| 38 | Merck & Co, Inc. COM | $22.3M | 185.5K | 0.7% | ▲53× Added · +182K sh | |
| 39 | RLI Corp COM | $21.4M | 374.4K | 0.7% | ▲+234% Added · +262K sh | |
| 40 | Republic Services, Inc. COM | $21.0M | 96.1K | 0.7% | ▼−10% Reduced · −11K sh | |
| 41 | Texas Instruments Incorporated COM | $20.1M | 103.5K | 0.6% | ▼−12% Reduced · −14K sh | |
| 42 | International Flavors & Fragrances Inc COM | $19.4M | 267.3K | 0.6% | ▲New New position | |
| 43 | PepsiCo, Inc. COM | $19.0M | 122.1K | 0.6% | ▼−8.4% Reduced · −11K sh | |
| 44 | Garmin Ltd. COM | $18.9M | 81.6K | 0.6% | ▼−10% Reduced · −9K sh | |
| 45 | The Home Depot, Inc. COM | $18.8M | 57.1K | 0.6% | ▼−11% Reduced · −7K sh | |
| 46 | Johnson & Johnson COM | $18.4M | 75.2K | 0.6% | ▼−11% Reduced · −9K sh | |
| 47 | WEC Energy Group Inc. COM | $18.0M | 155.3K | 0.6% | ▲New New position | |
| 48 | Medtronic, PLC COM | $17.3M | 199.6K | 0.5% | ▲New New position | |
| 49 | Thermo Fisher Scientific, Inc. COM | $16.5M | 33.6K | 0.5% | ▼−36% Reduced · −19K sh | |
| 50 | ServiceNow, Inc. COM | $15.5M | 148.1K | 0.5% | ▼−46% Reduced · −127K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 21, 2026 | 158 | $3.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 5, 2026 | 159 | $3.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 155 | $3.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 154 | $3.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Jul 14, 2025 | 156 | $3.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 158 | $3.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 153 | $3.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 24, 2024 | 155 | $3.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 29, 2024 | 151 | $3.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 151 | $3.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 24, 2023 | 145 | $2.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 31, 2023 | 144 | $3.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 10, 2023 | 140 | $2.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 3, 2023 | 143 | $2.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 9, 2022 | 164 | $2.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 1, 2022 | 174 | $2.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 11, 2022 | 180 | $3.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 183 | $3.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 8, 2021 | 180 | $3.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 10, 2021 | 187 | $3.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 187 | $3.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 10, 2021 | 193 | $2.8B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 10, 2020 | 199 | $2.6B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 10, 2020 | 192 | $2.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.