XML Financial, LLC

Position in IESC — IES Holdings, Inc.

CIK 1800465 BETHESDA, MD

Position in IESC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$720,701

-$166,486 QoQ

Shares Held

1,962

+5.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#248

of 410 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

XML Financial, LLC holds $4,311,646 across 6 Engineering & Construction names. IESC ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGX	Argan Inc	1,320	$1,054,086
2	EME	EMCOR Group, Inc.	1,127	$935,274
3	IESC	IES Holdings, Inc. This page	1,962	$720,701
4	PWR	Quanta Services, Inc.	985	$709,239
5	FIX	Comfort Systems USA Inc	291	$576,747
6	STRL	Sterling Infrastructure, Inc.	376	$315,599

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$720,701	981	+5.4%	Shares	Sole	2026-07-24
2026-03-31	$887,187	931	+9.4%	Shares	Sole	2026-04-16
2025-12-31	$662,112	851	+54.7%	Shares	Sole	2026-02-11
2025-09-30	$437,415	550	—	Shares	Sole	2025-10-20
No filing history on record for this holder in this stock.