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IES Top Holdings and 13F Report (2026)

About IES

IES NASDAQ: IESC has filed 13-F forms with the SEC as an investor. IES is itself a publicly traded company. IES Holdings, Inc. (NASDAQ: IESC) is a specialty contractor providing integrated electrical and mechanical construction services, engineering, and systems integration across North America. The company focuses on delivering end-to-end solutions for commercial, industrial and mission-critical facilities, combining design, build, commission and maintenance capabilities to serve a wide range of markets. For more information on IES stock, visit the IES stock profile here.

Investment Activity

  • IES has $310.58 million in total holdings as of June 30, 2026.
  • IES owns shares of 17 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 34.96% of the portfolio was purchased this quarter.
  • About 9.34% of the portfolio was sold this quarter.
  • This quarter, IES has purchased 13 new stocks and bought additional shares in 9 stocks.
  • IES sold shares of 2 stocks and completely divested from 1 stock this quarter.

Largest Holdings

CECO Environmental
$56,578,840
American Tower
$28,215,825
Belden
$20,957,390
Devon Energy
$20,660,000

Largest New Holdings this Quarter

077454106 - Belden
$20,957,390 Holding
25179M103 - Devon Energy
$20,660,000 Holding
591520200 - Methode Electronics
$16,423,619 Holding
G3265R107 - Aptiv PLC
$9,207,000 Holding
89785X101 - TrueBlue
$8,962,298 Holding

Largest Purchases this Quarter

Belden
174,776 shares (about $20.96M)
Devon Energy
500,000 shares (about $20.66M)
Methode Electronics
865,768 shares (about $16.42M)
American Tower
75,000 shares (about $12.27M)
Aptiv PLC
150,000 shares (about $9.21M)

Largest Sales this Quarter

RPC
1,405,437 shares (about $8.19M)
Forum Energy Technologies
12,140 shares (about $609.79K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIES

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
CECO Environmental Corp. stock logo
CECO
CECO Environmental
$56,578,840$4,990,700 â–²9.7%623,52718.2%Industrials
Ranger Energy Services, Inc. stock logo
RNGR
Ranger Energy Services
$33,322,574$6,162,601 â–²22.7%2,081,36010.7%Energy
American Tower Corporation stock logo
AMT
American Tower
$28,215,825$12,267,750 â–²76.9%172,5009.1%Real Estate
Belden Inc stock logo
BDC
Belden
$20,957,390$20,957,390 â–²New Holding174,7766.7%Technology
Devon Energy Corporation stock logo
DVN
Devon Energy
$20,660,000$20,660,000 â–²New Holding500,0006.7%Energy
The Manitowoc Company, Inc. stock logo
MTW
Manitowoc
$20,559,172$1,634,256 â–²8.6%1,480,1426.6%Industrials
Quanex Building Products Corporation stock logo
NX
Quanex Building Products
$20,102,208$4,067,241 â–²25.4%1,079,6036.5%Industrials
Mistras Group Inc stock logo
MG
Mistras Group
$19,640,385$64,464 â–²0.3%1,124,2356.3%Industrials
Methode Electronics, Inc. stock logo
MEI
Methode Electronics
$16,423,619$16,423,619 â–²New Holding865,7685.3%Technology
Antero Resources Corporation stock logo
AR
Antero Resources
$13,177,500$1,757,000 â–²15.4%375,0004.2%Energy
Unisys Corporation stock logo
UIS
Unisys
$12,365,361$506,961 â–²4.3%3,378,5144.0%Technology
Range Resources Corporation stock logo
RRC
Range Resources
$11,970,792$929,750 â–²8.4%321,8823.9%Energy
Forum Energy Technologies, Inc. stock logo
FET
Forum Energy Technologies
$10,691,958$609,792 â–¼-5.4%212,8603.4%Energy
Aptiv PLC
$9,207,000$9,207,000 â–²New Holding150,0003.0%COM
TrueBlue, Inc. stock logo
TBI
TrueBlue
$8,962,298$8,962,298 â–²New Holding1,285,8392.9%Industrials
RPC, Inc. stock logo
RES
RPC
$6,450,650$8,193,698 â–¼-56.0%1,106,4582.1%Energy
Team, Inc. stock logo
TISI
Team
$1,296,0350.0%75,0020.4%Industrials
Coterra Energy Inc. stock logo
CTRA
Coterra Energy
$0$20,205,500 â–¼-100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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