PETRA FINANCIAL ADVISORS INC

Position in IESC — IES Holdings, Inc.

CIK 1971427 COLORADO SRPINGS, CO

Position in IESC

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

Position Value

$1,299,613

-$456,655 QoQ

Shares Held

3,538

-4.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.46%

of 13F equity value

Holder Rank

#207

of 412 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PETRA FINANCIAL ADVISORS INC holds $6,784,042 across 5 Engineering & Construction names. IESC ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc	1,115	$2,209,874
2	AGX	Argan Inc	2,121	$1,693,724
3	IESC	IES Holdings, Inc. This page	3,538	$1,299,613
4	STRL	Sterling Infrastructure, Inc.	1,071	$898,954
5	PWR	Quanta Services, Inc.	947	$681,877

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,299,613	1,769	-4.0%	Shares	Sole	2026-07-24
2026-03-31	$1,756,268	1,843	+2.3%	Shares	Sole	2026-05-13
2025-12-31	$1,402,028	1,802	-0.6%	Shares	Sole	2026-01-21
2025-09-30	$1,441,083	1,812	+1.1%	Shares	Sole	2025-11-07
2025-06-30	$1,062,280	1,793	-53.7%	Shares	Sole	2025-08-01
2024-12-31	$1,557,038	3,874	-0.6%	Shares	Sole	2025-02-10
2024-09-30	$1,556,636	3,899	+14.1%	Shares	Sole	2024-10-28
2024-06-30	$952,459	3,418	—	Shares	Sole	2024-07-18
No filing history on record for this holder in this stock.