Position in AGX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,681,252
+$1,543,592 QoQ
Shares Held
9,619
-14.6% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#117
of 560 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in AGX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Informed Momentum Co LLC holds $47,716,463 across 10 Engineering & Construction names. AGX ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DY |
Dycom Industries Inc
|
16,760 | $8,473,688 | |
| 2 | IESC |
IES Holdings, Inc.
|
11,124 | $8,172,357 | |
| 3 | AGX |
Argan Inc
This page
|
9,619 | $7,681,252 | |
| 4 | MYRG |
Myr Group Inc.
|
15,158 | $7,585,063 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
6,973 | $5,852,857 | |
| 6 | ECG |
Everus Construction Group, Inc.
|
28,326 | $4,700,699 | |
| 7 | ORN |
Orion Group Holdings Inc
|
112,703 | $1,895,664 | |
| 8 | BBCP |
Concrete Pumping Holdings, Inc.
|
117,631 | $1,417,453 |
All Filings in AGX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,681,252 | 9,619 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,137,660 | 11,269 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,437,864 | 14,164 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,455,280 | 20,201 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,708,129 | 21,354 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $3,037,902 | 22,168 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,888,217 | 38,334 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,801,393 | 51,960 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||