Position in AGX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,101,872
+$6,471,758 QoQ
Shares Held
11,398
+136.0% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#104
of 558 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Defiance ETFs, LLC holds $138,338,169 across 7 Engineering & Construction names. AGX ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
106,723 | $76,844,828 | |
| 2 | MTZ |
Mastec Inc
|
47,455 | $19,744,127 | |
| 3 | STRL |
Sterling Infrastructure, Inc.
|
20,947 | $17,582,073 | |
| 4 | DY |
Dycom Industries Inc
|
18,802 | $9,506,103 | |
| 5 | AGX |
Argan Inc
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|
11,398 | $9,101,872 | |
| 6 | MYRG |
Myr Group Inc.
|
10,650 | $5,329,260 | |
| 7 | FIX |
Comfort Systems USA Inc
|
116 | $229,906 |
All Filings in AGX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,101,872 | 11,398 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,630,114 | 4,829 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||