POLEN CAPITAL MANAGEMENT LLC

Position in IESC — IES Holdings, Inc.

CIK 1034524 Boca Raton, FL

Position in IESC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$10,689,303

-$701,188 QoQ

Shares Held

14,550

-39.1% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#82

of 410 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $109,973,044 across 5 Engineering & Construction names. IESC ranks #2 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EME	EMCOR Group, Inc.	103,123	$85,579,715
2	IESC	IES Holdings, Inc. This page	14,550	$10,689,303
3	AGX	Argan Inc	10,214	$8,156,389
4	CDNL	Cardinal Infrastructure Group Inc.	30,787	$2,900,135
5	ROAD	Construction Partners, Inc.	22,291	$2,647,502

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,689,303	7,275	-39.1%	Shares	Sole	2026-08-04
2026-03-31	$11,390,491	11,953	+9.2%	Shares	Sole	2026-05-14
2025-12-31	$8,512,535	10,941	-9.9%	Shares	Sole	2026-02-12
2025-09-30	$9,658,123	12,144	-12.1%	Shares	Sole	2025-11-12
2025-06-30	$8,188,389	13,821	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.