Argan, Inc.
US ˙ NYSE ˙ US04010E1091

SecurityAGX / Argan, Inc.
InstitutionCerity Partners LLC
Latest Disclosed Ownership8,895 shares
Latest Disclosed Value $ 4,844,669
Cerity Partners LLC reports 2.82% increase in ownership of AGX / Argan, Inc.

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 8,895 shares of Argan, Inc. (US:AGX) valued at $4,844,662 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 8,651 shares of Argan, Inc.. This represents a change in shares of 2.82% during the quarter. The current value of the position is $6,105,261 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ARGAN COM 04010E109 8,895 244 2.82 4,845 78.75 0.0034
2026-02-11 2025-12-31 13F ARGAN COM 04010E109 8,651 817 10.43 2,711 28.13 0.0039
2025-10-22 2025-09-30 13F ARGAN COM 04010E109 7,834 1,765 29.08 2,116 58.07 0.0034
2025-08-13 2025-06-30 13F ARGAN Stock 04010E109 6,069 10 0.17 1,338 68.51 0.0024
2025-04-30 2025-03-31 13F ARGAN Stock 04010E109 6,059 2,017 49.90 795 45.96 0.0016
2025-02-13 2024-12-31 13F ARGAN Stock 04010E109 4,042 144 3.69 545 37.72 0.0012
2024-11-12 2024-09-30 13F ARGAN Stock 04010E109 3,898 3,898 395 0.0009
2020-02-14 2019-12-31 13F ARGAN COM 04010E109 0 -9,718 -100.00 0 -100.00
2019-10-30 2019-09-30 13F ARGAN COM 04010E109 9,718 24 0.25 382 -2.80 0.0224
2019-08-14 2019-06-30 13F ARGAN COM 04010E109 9,694 -135 -1.37 393 -19.96 0.0248
2019-05-14 2019-03-31 13F ARGAN COM 04010E109 9,829 -1,198 -10.86 491 17.75 0.0331
2019-02-06 2018-12-31 13F ARGAN COM 04010E109 11,027 1,808 19.61 417 5.30 0.0279
2018-11-15 2018-09-30 13F ARGAN COM 04010E109 9,219 184 2.04 396 7.03 0.0274
2018-08-15 2018-06-30 13F ARGAN COM 04010E109 9,035 -1,102 -10.87 370 -14.94 0.0273
2018-05-15 2018-03-31 13F ARGAN COM 04010E109 10,137 -4,159 -29.09 435 -32.35 0.0333
2018-02-14 2017-12-31 13F Argan COM 04010E109 14,296 10,021 234.41 643 124.04 0.0432
2017-11-13 2017-09-30 13F ARGAN COM 04010E109 4,275 -5,620 -56.80 287 -51.68 0.0203
2017-08-10 2017-06-30 13F Argan COM 04010E109 9,895 5,620 131.46 594 109.89 0.0498
2017-05-02 2017-03-31 13F Argan COM 04010E109 4,275 4,275 283 0.0236
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.