Position in AGX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$111,797
-$196,474 QoQ
Shares Held
140
-75.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#466
of 558 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $3,419,983 across 30 Engineering & Construction names. AGX ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
1,077 | $2,134,560 | |
| 2 | EME |
EMCOR Group, Inc.
|
486 | $403,321 | |
| 3 | MTZ |
Mastec Inc
|
717 | $298,315 | |
| 4 | AGX |
Argan Inc
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|
140 | $111,797 | |
| 5 | FLR |
Fluor Corp
|
1,739 | $91,106 | |
| 6 | TTEK |
Tetra Tech Inc
|
2,411 | $69,653 | |
| 7 | ACM |
Aecom
|
833 | $58,143 | |
| 8 | STRL |
Sterling Infrastructure, Inc.
|
63 | $52,879 |
All Filings in AGX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,797 | 140 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $308,271 | 566 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $177,339 | 566 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $149,607 | 554 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $102,743 | 466 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||