IES Holdings reports $310.6M in 13F equity holdings

IES Holdings, Inc., an institutional investment manager, filed a quarterly Form 13F holdings report.

Rhea-AI Filing Summary

IES Holdings, Inc., an institutional investment manager, filed a quarterly Form 13F holdings report. The report is signed by Mary Newman, Chief Administrative Officer and General Counsel. It covers 17 reportable positions with an aggregate reported value of $310,581,607, and includes no other investment managers associated with this filing.

Key Figures

Form 13F Information Table Value Total: $310,581,607 Form 13F Information Table Entry Total: 17 Number of Other Included Managers: 0

3 metrics

Form 13F Information Table Value Total $310,581,607 Aggregate market value of all reportable holdings, rounded to nearest dollar

Form 13F Information Table Entry Total 17 Number of individual reportable holdings

Number of Other Included Managers 0 Indicates IES Holdings, Inc. is the sole reporting manager on this 13F

Key Terms

Form 13F, 13F HOLDINGS REPORT, Institutional Investment Manager

3 terms

Form 13F regulatory

"Form 13F Information Table Value Total"

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.

13F HOLDINGS REPORT regulatory

"Report Type (Check only one.) X | 13F HOLDINGS REPORT."

Institutional Investment Manager regulatory

"The institutional investment manager filing this report"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does IES Holdings, Inc. (IESC) report in this Form 13F filing?

IES Holdings, Inc. reports a Form 13F holdings report listing its institutional equity positions. The filing shows 17 individual holdings with a combined reported value of $310,581,607 and confirms there are no other included managers.

How many positions does IES Holdings, Inc. (IESC) disclose in this 13F?

IES Holdings, Inc. discloses 17 positions in its Form 13F information table. This entry total reflects all reportable Section 13(f) securities managed by the firm for the period covered by the filing as a 13F Holdings Report.

What is the total reported value of IES Holdings, Inc. (IESC) Form 13F portfolio?

The Form 13F summary lists a total reported portfolio value of $310,581,607. This figure represents the aggregate market value, rounded to the nearest dollar, of all 17 reportable holdings included in the information table.

Are there any other included managers in IES Holdings, Inc. (IESC) Form 13F?

No. The report shows the Number of Other Included Managers: 0 and explicitly states “NONE” in the list of other included managers, indicating IES Holdings, Inc. is the sole reporting manager on this 13F filing.

Who signed the IES Holdings, Inc. (IESC) Form 13F and in what capacity?

The filing is signed by Mary Newman, serving as Chief Administrative Officer and General Counsel. She signs on behalf of IES Holdings, Inc., representing that the information provided is true, correct, and complete to the best of the firm’s knowledge.

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

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Available on EDGAR 08/14/2026 - 04:19 PM Accepted by SEC EDGAR 08/14/2026 - 04:11 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: 06-30-2026

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	08-14-2026
[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:		17
	Form 13F Information Table Value Total:		310,581,607
			(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