Balboa Wealth Partners

Position in AGX — Argan Inc

CIK 1929008 SCOTTSDALE, AZ

Position in AGX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$521,453

+$150,002 QoQ

Shares Held

653

-4.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#355

of 558 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Balboa Wealth Partners holds $11,311,883 across 5 Engineering & Construction names. AGX ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STRL	Sterling Infrastructure, Inc.	10,776	$9,044,943
2	PWR	Quanta Services, Inc.	1,254	$902,930
3	FIX	Comfort Systems USA Inc	286	$566,837
4	AGX	Argan Inc This page	653	$521,453
5	MYRG	Myr Group Inc.	551	$275,720

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$521,453	653	-4.3%	Shares	Sole	2026-08-10
2026-03-31	$371,451	682	-3.7%	Shares	Sole	2026-04-16
2025-12-31	$221,830	708	-15.3%	Shares	Sole	2026-01-16
2025-09-30	$225,761	836	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.