IES Holdings, Inc.
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
13 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 50.2% | $107,471,291 |
| Industrials | 38.8% | $82,978,180 |
| Real Estate | 7.9% | $16,826,550 |
| Technology | 3.1% | $6,706,800 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UIS | Unisys Corp | +2,068,062 | 3,240,000 | $6,706,800 | |
| NX | Quanex Building Products CORP | +611,133 | 861,169 | $15,475,206 | |
| RNGR | Ranger Energy Services, Inc. | +609,095 | 1,696,438 | $29,076,947 | |
| CECO | Ceco Environmental Corp | +285,095 | 568,527 | $33,872,838 | |
| MTW | Manitowoc Co Inc | +137,485 | 1,362,485 | $15,872,950 | |
| MG | Mistras Group, Inc. | +40,704 | 1,120,545 | $16,561,655 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AR | ANTERO RESOURCES Corp | −380,768 | 325,000 | $13,793,000 | |
| FET | Forum Energy Technologies, Inc. | −319,166 | 225,000 | $13,198,500 | |
| RRC | Range Resources Corp | −228,118 | 296,882 | $13,413,128 | |
| CTRA | Coterra Energy Inc. | −135,000 | 575,000 | $20,205,500 | |
| RES | Rpc Inc | −88,105 | 2,511,895 | $17,784,216 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMT | American Tower Corp /Ma/ | 97,500 | $16,826,550 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CECO |
Ceco Environmental Corp
Industrials
|
Added | 568,527 | $33,872,838 | 15.83% | |
| RNGR |
Ranger Energy Services, Inc.
Energy
|
Added | 1,696,438 | $29,076,947 | 13.59% | |
| CTRA |
Coterra Energy Inc.
Energy
|
Reduced | 575,000 | $20,205,500 | 9.44% | |
| RES |
Rpc Inc
Energy
|
Reduced | 2,511,895 | $17,784,216 | 8.31% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
NEW | 97,500 | $16,826,550 | 7.86% | |
| MG |
Mistras Group, Inc.
Industrials
|
Added | 1,120,545 | $16,561,655 | 7.74% | |
| MTW |
Manitowoc Co Inc
Industrials
|
Added | 1,362,485 | $15,872,950 | 7.42% | |
| NX |
Quanex Building Products CORP
Industrials
|
Added | 861,169 | $15,475,206 | 7.23% | |
| AR |
ANTERO RESOURCES Corp
Energy
|
Reduced | 325,000 | $13,793,000 | 6.45% | |
| RRC |
Range Resources Corp
Energy
|
Reduced | 296,882 | $13,413,128 | 6.27% | |
| FET |
Forum Energy Technologies, Inc.
Energy
|
Reduced | 225,000 | $13,198,500 | 6.17% | |
| UIS |
Unisys Corp
Technology
|
Added | 3,240,000 | $6,706,800 | 3.13% | |
| TISI |
Team Inc
Industrials
|
Held | 75,002 | $1,195,531 | 0.56% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.