THOROUGHBRED FINANCIAL SERVICES, LLC

Position in AGX — Argan Inc

CIK 1091370 BRENTWOOD, TN

Position in AGX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,795,875

+$1,864,592 QoQ

Shares Held

7,258

+0.6% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#140

of 558 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

THOROUGHBRED FINANCIAL SERVICES, LLC holds $19,232,658 across 6 Engineering & Construction names. AGX ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STRL	Sterling Infrastructure, Inc.	12,608	$10,582,650
2	AGX	Argan Inc This page	7,258	$5,795,875
3	MTZ	Mastec Inc	3,941	$1,639,692
4	DY	Dycom Industries Inc	1,501	$758,890
5	ORN	Orion Group Holdings Inc	13,747	$231,224
6	ACA	Arcosa, Inc.	1,544	$224,327

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,795,875	7,258	+0.6%	Shares	Sole	2026-08-11
2026-03-31	$3,931,283	7,218	-0.0%	Shares	Sole	2026-05-12
2025-12-31	$2,262,170	7,220	-1.7%	Shares	Sole	2026-02-10
2025-09-30	$1,982,977	7,343	-3.3%	Shares	Sole	2025-11-10
2025-06-30	$1,673,443	7,590	-15.6%	Shares	Sole	2025-08-08
2025-03-31	$1,179,874	8,995	+6.9%	Shares	Sole	2025-05-09
2024-12-31	$1,152,643	8,411	+34.3%	Shares	Sole	2025-02-12
2024-09-30	$635,053	6,261	—	Shares	Sole	2024-11-08
No filing history on record for this holder in this stock.