Position in IESC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,633,883
+$315,015 QoQ
Shares Held
2,224
-19.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#187
of 410 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IESC Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Summit Trail Advisors, LLC holds $25,050,150 across 14 Engineering & Construction names. IESC ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
6,548 | $4,714,821 | |
| 2 | MTZ |
Mastec Inc
|
7,953 | $3,308,925 | |
| 3 | J |
Jacobs Solutions Inc.
|
20,290 | $2,556,540 | |
| 4 | FIX |
Comfort Systems USA Inc
|
1,191 | $2,360,502 | |
| 5 | 6,236 | $2,210,849 | |||
| 6 | KBR |
Kbr, Inc.
|
53,865 | $1,859,958 | |
| 7 | IESC |
IES Holdings, Inc.
This page
|
2,224 | $1,633,883 | |
| 8 | ACM |
Aecom
|
21,012 | $1,466,637 |
All Filings in IESC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,633,883 | 1,112 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,318,868 | 1,384 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,075,251 | 1,382 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,085,584 | 1,365 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $758,348 | 1,280 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $441,834 | 1,338 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $499,586 | 1,243 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $483,479 | 1,211 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||