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Mary Newman

Ies Holdings, Inc.

Assets Managed
$213.983M
Holdings
13
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
25%(2Q avg: 12.5%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ies Holdings, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 13 positions.

Assets under management

The assets under management (AUM) of Ies Holdings, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 213.983M in assets, with a quarterly growth rate of 25% and a 2-quarter average growth rate of 12.5%. The portfolio is managed by Mary Newman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CECO
Ceco Environmental Corp
Recent Activity
Increased 100.59%
15.83%
$33.873M
568,527 shares@ $59.59 avg price
RNGR
Ranger Energy Services-cl A
Recent Activity
Increased 56.02%
13.59%
$29.077M
1.696M shares@ $17.14 avg price
CTRA
Coterra Energy Inc
Recent Activity
Decreased -19.01%
9.45%
$20.206M
575,000 shares@ $35.14 avg price
RES
Rpc Inc
Recent Activity
Decreased -3.38%
8.32%
$17.784M
2.512M shares@ $7.09 avg price
AMT
American Tower Corp
Recent Activity
New Position
7.87%
$16.827M
97,500 shares@ $172.58 avg price
MG
Mistras Group Inc
Recent Activity
Increased 3.77%
7.74%
$16.562M
1.121M shares@ $14.78 avg price
MTW
Manitowoc Company Inc
Recent Activity
Increased 11.23%
7.42%
$15.873M
1.362M shares@ $11.65 avg price
NX
Quanex Building Products
Recent Activity
Increased 244.42%
7.24%
$15.475M
861,169 shares@ $17.98 avg price
AR
Antero Resources Corp
Recent Activity
Decreased -53.95%
6.45%
$13.793M
325,000 shares@ $42.44 avg price
RRC
Range Resources Corp
Recent Activity
Decreased -43.45%
6.27%
$13.413M
296,882 shares@ $45.19 avg price

1-10 of 13