ARGENT CAPITAL MANAGEMENT LLC – Q3 2026 PF Holdings AUM: $3.15B NEWLY BOUGHT Top-25: #DT #SF #MET #PFE #OKTA #ILMN #HNGE #CLH #TWFG #NSIT #BTU #INNV #KFRC #INTA #AMN #HRMY #APPN #MRP #SAIA #ABT #UNP INCREASED Top-25: #VTRS #PNC #CVS #IESC #CHRD #MLI #CHRW #MRVL #NPO #RBC #GRBK #MOD #BFH #LQDT #WSFS #MGY #PRM #IVV #IBP #SBUX #CRS #ENVA NO-CHANGE Top-25: #WMT #PANW #EW #PG #BNY #ICE #EMR #BRK.B #KO #BRK.A #FDS #CSCO #AMID #DIS #TJX #CARR #CAH #PKG #AMP #BRKB REDUCED Top-25: #NVDA #GOOGL #AMZN #MSFT #AMAT #URI #AAPL #MA #DELL #AVGO #XOM #TDG #FTNT #JPM #DHI #ETN #PGR #META #JAZZ #HCA #WCN #NEE #ORLY #CTAS #MEDP SOLD-OFF Top-15: #FN #NRG #CIGI #RMBS #POWL #NOVT #IWB #HON #HONA #MUSA #IIIV #BX #MTZ #WLDN #IWR Positive Returns (YTD): #MUSA:+32% #NOVT:+27% #HON:+14% #IWR:+12% #IWB:+11% Negative Returns (YTD): #POWL:-57% #NRG:-44% #CIGI:-36% #FN:-34% #WLDN:-32% #IIIV:-31% #BX:-26% #MTZ:-25% #RMBS:-14% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q3 2026 net investment value - Returns are presented on a YTD basis