account_balance
Investment manager · 13F filer · SEC CIK 1048268
IES Holdings, Inc.
Reported value$311Mas of Jun 30, 2026
Positions17 5 new, 1 sold out
Top 10 weight80.4%CECO alone is 18%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CECOCECO Environmental Corp
18.2%Added +10%
RNGRRanger Energy Services Inc
10.7%Added +23%
AMTAmerican Tower Corp
9.1%Added +77%
BDCBelden Inc
6.7%New
DVNDevon Energy Corp
6.7%New
MTWManitowoc Co Inc
6.6%Added +9%
NXQuanex Building Products Corp
6.5%Added +25%
MGMistras Group Inc
6.3%
MEIMethode Electronics Inc
5.3%New
ARAntero Resources Corp
4.2%Added +15%
UISUnisys Corp
4.0%Added +4%
RRCRange Resources Corp
3.9%Added +8%
CECOCECO Environmental Corp
18.2%Added +10%
RNGRRanger Energy Services Inc
10.7%Added +23%
AMTAmerican Tower Corp
9.1%Added +77%
BDCBelden Inc
6.7%New
DVNDevon Energy Corp
6.7%New
MTW6.6%NX6.5%MG6.3%MEI5.3%AR4.2%UIS4.0%RRC3.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CECO CECO Environmental Corp 18.2% Added +10%RNGR Ranger Energy Services Inc 10.7% Added +23%AMT American Tower Corp 9.1% Added +77%BDC Belden Inc 6.7% NewDVN Devon Energy Corp 6.7% NewMTW Manitowoc Co Inc 6.6% Added +9%NX Quanex Building Products Corp 6.5% Added +25%MG Mistras Group Inc 6.3% HeldMEI Methode Electronics Inc 5.3% NewAR Antero Resources Corp 4.2% Added +15%UIS Unisys Corp 4.0% Added +4%RRC Range Resources Corp 3.9% Added +8%
What changed