Position in AGX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,748,141
+$7,713,555 QoQ
Shares Held
24,730
+11.9% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#71
of 560 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AGX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Creative Planning holds $293,090,113 across 30 Engineering & Construction names. AGX ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
34,488 | $68,353,491 | |
| 2 | PWR |
Quanta Services, Inc.
|
54,285 | $39,087,370 | |
| 3 | STRL |
Sterling Infrastructure, Inc.
|
33,314 | $27,962,438 | |
| 4 | EME |
EMCOR Group, Inc.
|
26,255 | $21,788,498 | |
| 5 | AGX |
Argan Inc
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|
24,730 | $19,748,141 | |
| 6 | ECG |
Everus Construction Group, Inc.
|
82,696 | $13,723,401 | |
| 7 | DY |
Dycom Industries Inc
|
26,314 | $13,304,094 | |
| 8 | MYRG |
Myr Group Inc.
|
22,404 | $11,210,961 |
All Filings in AGX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,748,141 | 24,730 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,034,586 | 22,096 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,941,487 | 18,963 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,782,044 | 17,708 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,595,808 | 16,309 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,899,735 | 14,483 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,851,272 | 13,509 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,076,779 | 10,616 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $738,549 | 10,095 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $298,994 | 5,916 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $213,830 | 4,570 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||