IES Holdings (IESC) reports $213.98M in disclosed equity holdings

Rhea-AI Filing Summary

IES Holdings, Inc. (IESC) filed a Form 13F reporting its institutional equity holdings. The report lists 13 information-table entries with a total market value of $213,982,826. The filing is signed by Mary Newman, Chief Administrative Officer and General Counsel, dated 05-15-2026.

Insights

Institutional Portfolio Analyst

Routine quarterly holdings disclosure; no actionable events shown.

The Form 13F lists 13 positions with a combined reported value of $213,982,826. This is a standard SEC filing that discloses long-equity positions held by the manager as of the reporting period.

Timing and cash-flow treatment are not included in the excerpt; subsequent filings would show position-level details. This filing itself does not change company fundamentals.

Key Figures

Form 13F entries: 13 entries Total market value: $213,982,826 Filing signature date: 05-15-2026

3 metrics

Form 13F entries 13 entries Form 13F Information Table Entry Total

Total market value <money>$213,982,826</money> Form 13F Information Table Value Total

Filing signature date <date>05-15-2026</date> Signature date by Mary Newman

Key Terms

Form 13F, Information Table, Institutional investment manager

3 terms

Form 13F regulatory

"The report is a Form 13F holdings report describing institutional equity positions"

A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.

Information Table financial

"Form 13F Information Table Entry Total: 13; Value Total: 213,982,826"

Institutional investment manager regulatory

"Institutional Investment Manager Filing this Report Name: IES Holdings, Inc."

FAQ

What does IESC's Form 13F filed on 05-15-2026 show?

The filing reports 13 equity positions with a total market value of $213,982,826. It is a quarterly disclosure of long-equity holdings signed by Mary Newman on 05-15-2026.

Does the Form 13F indicate changes in IES Holdings' ownership of IESC?

The summary provides aggregate holdings data only: 13 entries and total value $213,982,826. Position-level changes or specific share counts require the detailed information table not included in this excerpt.

Who certified the 13F for IES Holdings, Inc. (IESC)?

The report is signed by Mary Newman, Chief Administrative Officer and General Counsel, with a signature date of 05-15-2026. The signature certifies the filing's completeness under Form 13F rules.

How often do institutional managers like IES Holdings file Form 13F?

Institutional investment managers file Form 13F quarterly to report long-equity holdings above regulatory thresholds. This filing is one such periodic disclosure; the detailed table lists individual holdings and values for the reported period.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 05/15/2026 - 04:17 PM Learn about SEC filing dates

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL

OMB Number:			3235-0006
Estimated average burden
hours per response:			23.8

Report for the Calendar Year or Quarter Ended: 03-31-2026

Check here if Amendment		Amendment Number:
This Amendment (Check only one.):		is a restatement.
		adds new holdings entries.

Institutional Investment Manager Filing this Report:
Name:	IES Holdings, Inc.
Address:	13131 Dairy Ashford Road
	Suite 500
	Houston, TX 77478
Form 13F File Number:	028-26282
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name:		Mary Newman
Title:		Chief Administrative Officer and General Counsel
Phone:		713-860-1500
Signature, Place, and Date of Signing:
/s/ Mary Newman			Houston, TX	05-15-2026
[Signature]			[City, State]	[Date]

Report Type (Check only one.):
X	13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
	13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
	13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

Form 13F Summary Page
	Report Summary:
	Number of Other Included Managers:		0
	Form 13F Information Table Entry Total:		13
	Form 13F Information Table Value Total:		213,982,826
			(round to nearest dollar)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

NONE