Valeo Financial Advisors, LLC

Position in AGX — Argan Inc

CIK 1722641 CARMEL, IN

Position in AGX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,067,661

+$776,274 QoQ

Shares Held

1,337

+149.9% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#278

of 558 holders

Holding Since

Mar 2021

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $5,605,807 across 5 Engineering & Construction names. AGX ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	2,651	$1,908,826
2	STRL	Sterling Infrastructure, Inc.	2,250	$1,888,560
3	AGX	Argan Inc This page	1,337	$1,067,661
4	FIX	Comfort Systems USA Inc	254	$503,415
5	EME	EMCOR Group, Inc.	286	$237,345

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,067,661	1,337	+149.9%	Shares	Sole	2026-07-08
2026-03-31	$291,387	535	+822.4%	Shares	Sole	2026-05-08
2021-03-31	$3,094	58	—	Shares	Sole	2021-04-12
No filing history on record for this holder in this stock.