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Portfolio (Quarterly) Guide ↗

ARGENT CAPITAL MANAGEMENT LLC

· CIK 0001120926
13F Portfolio $3.7B AUM Filed Oct 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 155 New
Page 8 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SBUX Starbucks Corp Consumer Cyclical 3,635.0 $308K 0.01% NEW $84.60 +25.9%
142 MRK Merck & Co, Inc. Healthcare 3,475.0 $292K 0.01% NEW $83.93 +38.1%
143 ABT Abbott Laboratories Healthcare 2,132.0 $286K 0.01% NEW $133.94 -34.5%
144 ADBE Adobe Inc. Technology 770.0 $272K 0.01% NEW $352.75 -30.8%
145 ENTG Entegris, Inc. Technology 2,895.0 $268K 0.01% NEW $92.46 +42.1%
146 PKG Packaging Corp. of America Consumer Cyclical 1,178.0 $257K 0.01% NEW $217.93 -2.2%
147 IEFA iShares Core MSCI EAFE ETF 2,933.0 $256K 0.01% NEW $87.31 +11.4%
148 IBM International Business Machines Corp Technology 907.0 $256K 0.01% NEW $282.16 -10.3%
149 Installed Building Products, Inc. 1,021.0 $252K 0.01% NEW $246.66
150 AMP Ameriprise Financial, Inc. Financial Services 477.0 $234K 0.01% NEW $491.25 -8.3%
151 LMT Lockheed Martin Corporation Industrials 460.0 $230K 0.01% NEW $499.21 +4.7%
152 BLK BlackRock, Inc. Financial Services 192.0 $224K 0.01% NEW $1165.87 -8.8%
153 LOAR Loar Holdings Inc. Industrials 2,795.0 $224K 0.01% NEW $80.00 -21.8%
154 CAH Cardinal Health Inc Healthcare 1,351.0 $212K 0.01% NEW $156.96 +27.8%
155 PM Philip Morris International Consumer Defensive 1,240.0 $201K 0.01% NEW $162.20 +16.3%
Page 8 of 8  ·  155 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 30.1%
Financial Services 19.4%
Industrials 14.8%
Consumer Cyclical 13.8%
Healthcare 7.9%
Communication Services 7.7%
Energy 2.9%
Utilities 1.5%
Consumer Defensive 0.9%
Real Estate 0.9%