Position in IESC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,877
+$3,972 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#373
of 413 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $217,311 across 14 Engineering & Construction names. IESC ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
67 | $132,790 | |
| 2 | PWR |
Quanta Services, Inc.
|
51 | $36,722 | |
| 3 | STRL |
Sterling Infrastructure, Inc.
|
19 | $15,947 | |
| 4 | EME |
EMCOR Group, Inc.
|
14 | $11,618 | |
| 5 | TPC |
Tutor Perini Corp
|
100 | $8,297 | |
| 6 | IESC |
IES Holdings, Inc.
This page
|
8 | $5,877 | |
| 7 | DY |
Dycom Industries Inc
|
4 | $2,022 | |
| 8 | APG |
APi Group Corp
|
25 | $1,058 |
All Filings in IESC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,877 | 4 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,905 | 4 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,556 | 4 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||