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IES HOLDINGS, INC. 13F portfolio summary

IES HOLDINGS, INC. of IES HOLDINGS, INC. has 17 current stock holdings with a reported portfolio value of $310.6M. The portfolio 1 year return is +47.81%. Top holdings include AMT (9.08%), BDC (6.75%), DVN (6.65%), MTW (6.62%), NX (6.47%).

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IES HOLDINGS, INC.

IES HOLDINGS, INC.
Latest filing: 2026-06-30

IES HOLDINGS, INC. runs IES HOLDINGS, INC. and currently holds 17 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $310.58M. Their top holdings are AMT, BDC, DVN, MTW, NX. The top five represent 35.6% of reported portfolio weight. IES HOLDINGS, INC. ranks #668 out of 1000 investors tracked by Alpha Score. In the most recent quarter, IES HOLDINGS, INC. initiated 5 new positions. They added to 7 existing positions. They trimmed 2 positions. Their current best-performing preview position is UIS with returns of +76.81%.

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Top 5 Holdings
AMT9.1%
BDC6.7%
DVN6.7%
MTW6.6%
NX6.5%
Top 5: 35.6%
Portfolio Returns
1 Year
+47.81%
#181/1000
3 Year
+47.81%
#701/1000
5 Year
+47.81%
#699/1000

Portfolio Value

$310.58M

Alpha Score

45.1

#668 of 1000

Holdings

17

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17 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AMT
American Tower Corp
9.08%$168.66$175.77+4.21%
Added
+76.92%
BDC
Belden Inc
6.75%$119.91$122.44+2.11%
New Buy
DVN
Devon Energy Corp
6.65%$41.32$49.10+18.83%
New Buy
MTW
Manitowoc Co Inc/The
6.62%$12.11$19.69+62.59%
Added
+8.64%
NX
Quanex Building Products Corp
6.47%$17.50$20.28+15.86%
Added
+25.36%
MG
Mistras Group Inc
6.32%$12.74$18.93+48.59%
Added
+0.33%
MEI
Methode Electronics Inc
5.29%$18.97$14.19-25.20%
New Buy
AR
Antero Resources Corp
4.24%$34.55$37.94+9.80%
Added
+15.38%
UIS
Unisys Corp
3.98%$2.37$2.73+15.19%
Added
+4.28%
RRC
Range Resources Corp
3.85%$35.41$41.08+16.00%
Added
+8.42%

Showing 1-10 of 17