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CIK: 0001426851
Total reported value
$399.7M
$399.7M
170 檔
18.2%
During the Q4 2025 filing period, Argent Advisors, Inc. (CIK: 0001426851) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $399.7M across 170 reported positions.
In Q4 2025, Argent Advisors, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.19% | -0.01% | +0.22% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.49% | +0.31% | +2.69% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.68% | +0.07% | +11.01% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.62% | -0.01% | -3.14% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.36% | +0.21% | -0.80% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.34% | -0.26% | +3.70% | |
| 7 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 3.19% | +0.13% | +7.21% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.05% | +0.19% | +0.87% | |
| 9 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 2.90% | +0.17% | — | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.82% | -1.48% | +19.43% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.51% | +0.78% | -0.97% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | -0.10% | +1.36% | |
| 13 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 2.08% | -0.12% | +12.01% | |
| 14 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 2.03% | -0.30% | -6.03% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | +0.09% | -2.02% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.16% | +3.12% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.33% | +0.23% | +4.40% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.27% | +0.50% | +1.39% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.18% | -0.04% | +2.80% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.18% | -0.05% | +0.10% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.14% | +20.42% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.13% | +0.05% | +0.99% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.11% | -0.11% | +24.24% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | +0.28% | +56.10% | |
| 25 | AXP | American Express Co | Stock-Financials | 1.05% | +0.03% | -1.53% | |
| 26 | IDV | Ishares International Select | ETF-Other | 1.00% | -0.16% | -6.21% | |
| 27 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.98% | +0.04% | +27.89% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.96% | -0.05% | -1.23% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 0.96% | — | -0.46% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.94% | -0.44% | +8.85% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.86% | +0.32% | -0.81% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.85% | -0.08% | -2.34% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.78% | -0.20% | -32.60% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.77% | -0.07% | -0.34% | |
| 35 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.75% | -0.12% | -3.13% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | -0.02% | +1.85% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.70% | -0.16% | -8.18% | |
| 38 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.69% | -0.04% | -23.37% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.69% | +0.05% | -1.09% | |
| 40 | ENB | Enbridge Inc | Stock-Energy | 0.67% | -0.08% | -0.39% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.02% | +112.17% | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.62% | — | +0.10% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.07% | +2.85% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.61% | -0.07% | -0.24% | |
| 45 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.59% | -0.04% | +9.78% | |
| 46 | PNC | Pnc Financial Services Group | Stock-Financials | 0.58% | — | +0.66% | |
| 47 | OBK | Origin Bancorp Inc | Stock-Other | 0.57% | +0.09% | +196.74% | |
| 48 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.51% | +0.05% | +1.59% | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.50% | -0.08% | +4.54% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | +0.05% | +6.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.5% | +19.43% | Add |
| 2 | V | Visa Inc-class A Shares | +0.4% | +56.10% | Add |
| 3 | OBK | Origin Bancorp Inc | +0.4% | +196.74% | Add |
| 4 | LLY | Eli Lilly & Co | +0.4% | +4.40% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.12% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.3% | +112.17% | Add |
| 7 | DGRO | Ishares Core Dividend Growth | +0.2% | +11.01% | Add |
| 8 | ORCL | Oracle CORP | +0.2% | +507.94% | Add |
| 9 | TRV | Travelers Cos Inc/the | +0.2% | +27.89% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +20.42% | Add |
| 11 | CAT | Caterpillar Inc | +0.2% | +1.39% | Add |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | +24.24% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.1% | +1.85% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +2.85% | Add |
| 15 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +0.1% | +12.01% | Add |
| 16 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | +7.21% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | +0.10% | Add |
| 18 | AAPL | Apple Inc | +0.1% | +0.87% | Add |
| 19 | AXP | American Express Co | 0% | -1.53% | Trim |
| 20 | CSCO | Cisco Systems Inc | 0% | -0.81% | Trim |
| 21 | WMT | Walmart Inc | 0% | +0.99% | Add |
| 22 | KO | Coca-cola Co/the | 0% | +2.80% | Add |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | +3.70% | Add |
| 24 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +2.69% | Add |
| 25 | GIS | General Mills Inc | -0.1% | -12.52% | Trim |
| 26 | GPC | Genuine Parts Co | -0.1% | -3.14% | Trim |
| 27 | PFE | Pfizer Inc | -0.1% | -8.18% | Trim |
| 28 | DOC | Healthpeak Properties Inc | -0.1% | -9.94% | Trim |
| 29 | HD | Home Depot Inc | -0.1% | -2.11% | Trim |
| 30 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | +0.22% | Add |
| 31 | GNMA | Ishares Gnma Bond ETF | -0.2% | -59.62% | Trim |
| 32 | MSFT | Microsoft CORP | -0.2% | +1.36% | Add |
| 33 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.3% | -23.37% | Trim |
| 34 | UNP | Union Pacific CORP | -0.3% | -55.12% | Trim |
| 35 | TGT | Target CORP | -0.4% | -78.37% | Trim |
| 36 | VZ | Verizon Communications Inc | -0.5% | -32.60% | Trim |
| 37 | MSTR | Strategy Inc | -0.6% | -9.09% | Trim |
| 38 | RSP | Invesco S&p 500 Equal Weight | -2.9% | -90.75% | Trim |
| 39 | EQWL | Invesco S&p 100 Equal Weight | — | NEW | New buy |
| 40 | MU | Micron Technology Inc | — | NEW | New buy |
| 41 | TCBI | Texas Capital Bancshares Inc | — | NEW | New buy |
| 42 | LMBS | First Trust Low Duration Opp | — | NEW | New buy |
| 43 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 44 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | NEW | New buy |
| 45 | SOC | Sable Offshore CORP | — | EXIT | Sold out |
| 46 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 47 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 48 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 49 | ✓ | Tidal Tr Ii | — | EXIT | Sold out |
| 50 | LIN | Linde plc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Argent Advisors, Inc. reported a total U.S. public equity portfolio value of $399.7M across 170 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, IJH, DGRO) accounted for 18.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
EQWL
市值: $10.4M
Top Position Liquidated / Trimmed
SOC
前期市值: $523.8K
During Q4 2025, Argent Advisors, Inc.'s top holdings by market value included IEFA (5.2%)、IJH (4.5%)、DGRO (3.7%). The largest single position, IEFA, represented 5.2% of total portfolio value.
In Q4 2025, Argent Advisors, Inc. made 50 total portfolio adjustments, initiating 8 new buys, adding to 24 positions, trimming 14 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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