STOCK TITAN

IES Holdings (IESC) reports $171.2M in 13F holdings across 13 positions

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
13F-HR

Rhea-AI Filing Summary

IES Holdings, Inc. filed a Form 13F reporting institutional holdings. The report lists 13 holdings with a total reported market value of $171,196,134. The filing is signed by Mary Newman, General Counsel & Corporate Secretary and indicates that no other managers are included.

Positive

  • None.

Negative

  • None.

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: 12-31-2025
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: General Counsel & Corporate Secretary
Phone: 713-860-1500
Signature, Place, and Date of Signing:
/s/ Mary Newman Houston, TX 02-03-2026
[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: 171,196,134
(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

FAQ

What does IESC's Form 13F disclose?

It discloses institutional holdings totaling $171,196,134 across 13 positions. The filing is a standard quarterly 13F summary showing the manager's reported portfolio snapshot and includes the signer and filing confirmation details.

How often does IES Holdings (IESC) file Form 13F?

Form 13F is filed quarterly by institutional investment managers. This filing type provides a snapshot of long equity holdings each quarter and summarizes positions as of the report date.

Who signed the IESC Form 13F and what is their role?

Mary Newman signed the filing as General Counsel & Corporate Secretary. The signature block affirms authorization to submit the report and certifies the accuracy and completeness of the reported holdings.

Does the IESC Form 13F include other managers?

No — the filing states there are zero other included managers. The report summary explicitly lists Number of Other Included Managers as 0, and the "List of Other Included Managers" is marked NONE.

What is the Form 13F Information Table value total for IESC?

The Form 13F Information Table value total is $171,196,134. That aggregated dollar figure is shown on the summary page and is rounded to the nearest dollar as presented in the filing.