IES Holdings, Inc. holds a focused book of 13 stocks worth $214.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened American Tower Corp and trimmed Coterra Energy Inc. Their largest long position is Ceco Environmental Corp at 16% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as IES Holdings, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 13 / 13 | $12.7B |
| VANGUARD CAPITAL MANAGEMENT LLC | 13 / 13 | $8.2B |
| JPMORGAN CHASE & CO | 13 / 13 | $3.2B |
| DIMENSIONAL FUND ADVISORS LP | 13 / 13 | $2.5B |
| MORGAN STANLEY | 13 / 13 | $2.4B |
| NORTHERN TRUST CORP | 13 / 13 | $1.4B |
| UBS Group AG | 13 / 13 | $1.1B |
| VANGUARD FIDUCIARY TRUST CO | 13 / 13 | $792.8M |
Ranked by the share of each fund's own book sitting in the names it shares with IES Holdings, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | CECO Environmental Corp COM | $33.9M | 568.5K | 15.8% | ▲+101% Added · +285K sh | |
| 2 | Ranger Energy Services Inc COM | $29.1M | 1.70M | 13.6% | ▲+56% Added · +609K sh | |
| 3 | Coterra Energy Inc COM | $20.2M | 575.0K | 9.4% | ▼−19% Reduced · −135K sh | |
| 4 | RPC Inc COM | $17.8M | 2.51M | 8.3% | ▼−3.4% Reduced · −88K sh | |
| 5 | American Tower Corp CL A | $16.8M | 97.5K | 7.9% | ▲New New position | |
| 6 | Mistras Group Inc COM | $16.6M | 1.12M | 7.7% | ▲+3.8% Added · +41K sh | |
| 7 | Manitowoc Co Inc COM | $15.9M | 1.36M | 7.4% | ▲+11% Added · +137K sh | |
| 8 | Quanex Building Products Corp COM | $15.5M | 861.2K | 7.2% | ▲+244% Added · +611K sh | |
| 9 | Antero Resources Corp COM | $13.8M | 325.0K | 6.4% | ▼−54% Reduced · −381K sh | |
| 10 | Range Resources Corp COM | $13.4M | 296.9K | 6.3% | ▼−43% Reduced · −228K sh | |
| 11 | Forum Energy Technologies Inc COM | $13.2M | 225.0K | 6.2% | ▼−59% Reduced · −319K sh | |
| 12 | Unisys Corp COM | $6.7M | 3.24M | 3.1% | ▲+176% Added · +2.1M sh | |
| 13 | Team Inc COM | $1.2M | 75.0K | 0.6% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1048268/holdings"
Use Arkolith to show IES Holdings, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.