Global Retirement Partners, LLC
PensionPosition in IESC — IES Holdings, Inc.
CIK 1749744
San Rafael, CA
Position in IESC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$96,975
+$499 QoQ
Shares Held
132
-46.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#328
of 410 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IESC Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Global Retirement Partners, LLC holds $25,094,629 across 27 Engineering & Construction names. IESC ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
19,849 | $14,292,073 | |
| 2 | STRL |
Sterling Infrastructure, Inc.
|
5,200 | $4,364,672 | |
| 3 | EME |
EMCOR Group, Inc.
|
1,975 | $1,639,013 | |
| 4 | FIX |
Comfort Systems USA Inc
|
684 | $1,355,653 | |
| 5 | MTZ |
Mastec Inc
|
2,496 | $1,038,485 | |
| 6 | ROAD |
Construction Partners, Inc.
|
3,795 | $450,732 | |
| 7 | DY |
Dycom Industries Inc
|
682 | $344,812 | |
| 8 | TTEK |
Tetra Tech Inc
|
7,109 | $205,379 |
All Filings in IESC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,975 | 66 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $96,476 | 124 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $62,033 | 78 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,147 | 7 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $3,617 | 9 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||