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.
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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.
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.
83% 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
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.