Position in AGX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$9,793,351
+$1,996,070 QoQ
Shares Held
17,981
-27.7% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AGX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026POLEN CAPITAL MANAGEMENT LLC holds $20,971,185 across 6 Engineering & Construction names. AGX ranks #1 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGX |
Argan Inc
This page
|
17,981 | $9,793,351 | |
| 2 | IESC |
IES Holdings, Inc.
|
11,953 | $5,695,245 | |
| 3 | ROAD |
Construction Partners, Inc.
|
26,329 | $2,925,678 | |
| 4 | STRL |
Sterling Infrastructure, Inc.
|
2,553 | $1,039,760 | |
| 5 | FLR |
Fluor Corp
|
21,011 | $980,163 | |
| 6 | ORN |
Orion Group Holdings Inc
|
49,265 | $536,988 |
All Filings in AGX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,793,351 | 17,981 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,797,281 | 24,886 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,135,786 | 37,533 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,882,134 | 44,821 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||