FORTE CAPITAL LLC /ADV AGX β€” ARGAN INC

Ownership history in FORTE CAPITAL LLC /ADV  Β·  2 quarters on record

AI Ownership Summary

FORTE CAPITAL LLC /ADV reported ARGAN INC (AGX) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q2. Peak portfolio weight reached 1.09% in 2025 Q2. The latest visible filing shows AGX at 1.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AGX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORTE CAPITAL LLC /ADV's position in ARGAN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

AGX was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FORTE CAPITAL LLC /ADV held AGX β€” position size vs. price
% of Fund (quarterly)    AGX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED β€” β€” β€” 46,027 +323 +0.7% 1.09% $10.1M 2025-08-14 (Est.) $223.66
2025 Q1 INITIATED β€” β€” β€” 45,704 β€” β€” 0.71% $6.0M 2025-05-02 $162.83

FAQ About FORTE CAPITAL LLC /ADV and AGX

These are the practical questions this page is built to answer before you even open the full history table.

How long has FORTE CAPITAL LLC /ADV reported owning AGX?

FORTE CAPITAL LLC /ADV reported AGX across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q2.

What was the largest reported AGX position in FORTE CAPITAL LLC /ADV's portfolio?

The largest reported portfolio weight for AGX was 1.09% in 2025 Q2.

What is the latest reported AGX position on this page?

The most recent filing on this page is 2025 Q2, when FORTE CAPITAL LLC /ADV reported 46,027 shares, equal to 1.09% of portfolio, with an estimated market value of $10.1M.

What does the chart on this AGX ownership page compare?

The chart compares FORTE CAPITAL LLC /ADV's quarterly AGX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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