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ARGENT CAPITAL MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ARGENT CAPITAL MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001120926
持仓数
158
前50大市值合计
$2.78B
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
GOOGL
Alphabet Inc. Class A
COM
$202.3M
703,639
7.3%
NVDA
NVIDIA Corporation
COM
$201.1M
1,153,010
7.2%
AMZN
Amazon.com, Inc.
COM
$181.4M
871,185
6.5%
MSFT
Microsoft Corporation
COM
$160.0M
432,171
5.8%
HCA
HCA Healthcare, Inc.
COM
$102.1M
215,781
3.7%
MA
Mastercard Incorporated
COM
$100.4M
200,874
3.6%
—
Exxon Mobil Corp
COM
$99.7M
587,429
3.6%
AVGO
Broadcom Inc.
COM
$97.1M
313,580
3.5%
AAPL
Apple Inc.
COM
$87.8M
346,110
3.2%
TDG
TransDigm Group Incorporated
COM
$87.2M
75,265
3.1%
URI
United Rentals, Inc.
COM
$81.0M
111,116
2.9%
AMAT
Applied Materials, Inc.
COM
$80.0M
234,016
2.9%
DHI
D.R. Horton, Inc.
COM
$69.6M
507,523
2.5%
DHR
Danaher Corporation
COM
$61.1M
322,260
2.2%
JPM
JPMorgan Chase & Co.
COM
$60.3M
204,904
2.2%
MUSA
Murphy USA Inc.
COM
$59.4M
120,234
2.1%
—
Eaton Corporation plc
COM
$58.3M
162,990
2.1%
PGR
The Progressive Corporation
COM
$57.5M
290,215
2.1%
META
Meta Platforms, Inc.
COM
$55.2M
96,408
2.0%
NEE
NextEra Energy, Inc.
COM
$53.5M
576,293
1.9%
WCN
Waste Connections, Inc.
COM
$50.6M
311,473
1.8%
ORLY
O'Reilly Automotive, Inc.
COM
$49.6M
536,802
1.8%
FTNT
Fortinet, Inc.
COM
$45.8M
560,811
1.6%
PNC
PNC Financial Services Group, Inc.
COM
$41.4M
199,075
1.5%
USFD
US Foods Holding Corp.
COM
$37.5M
406,326
1.3%
MEDP
Medpace Holdings, Inc.
COM
$36.8M
76,590
1.3%
FERG
Ferguson Enterprises Inc.
COM
$34.2M
146,575
1.2%
SITE
SiteOne Landscape Supply, Inc.
COM
$31.9M
239,776
1.1%
TYL
Tyler Technologies, Inc.
COM
$31.2M
91,158
1.1%
APO
Apollo Global Management, Inc.
COM
$31.1M
279,263
1.1%
CVX
Chevron Corporation
COM
$30.0M
144,848
1.1%
VTRS
Viatris Inc.
COM
$29.2M
2,160,900
1.1%
HLI
Houlihan Lokey, Inc.
COM
$29.1M
202,422
1.0%
AMGN
Amgen Inc.
COM
$26.7M
75,772
1.0%
OMF
OneMain Holdings, Inc.
COM
$24.9M
465,727
0.9%
PATK
Patrick Industries, Inc.
COM
$24.0M
216,336
0.9%
SCHW
The Charles Schwab Corporation
COM
$23.6M
250,749
0.8%
MRK
Merck & Co, Inc.
COM
$22.3M
185,453
0.8%
RLI
RLI Corp
COM
$21.4M
374,447
0.8%
RSG
Republic Services, Inc.
COM
$21.0M
96,106
0.8%
TXN
Texas Instruments Incorporated
COM
$20.1M
103,462
0.7%
IFF
International Flavors & Fragrances Inc
COM
$19.4M
267,273
0.7%
PEP
PepsiCo, Inc.
COM
$19.0M
122,079
0.7%
—
Garmin Ltd.
COM
$18.9M
81,569
0.7%
HD
The Home Depot, Inc.
COM
$18.8M
57,129
0.7%
JNJ
Johnson & Johnson
COM
$18.4M
75,180
0.7%
WEC
WEC Energy Group Inc.
COM
$18.0M
155,296
0.6%
—
Medtronic, PLC
COM
$17.3M
199,599
0.6%
TMO
Thermo Fisher Scientific, Inc.
COM
$16.5M
33,602
0.6%
NOW
ServiceNow, Inc.
COM
$15.5M
148,085
0.6%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
34%
前 6 大占比
GOOGL
7.3%
NVDA
7.2%
AMZN
6.5%
MSFT
5.8%
HCA
3.7%
MA
3.6%
其他
65.9%
