Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  IES Holdings Inc. (IESC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 11,953 0.04 Add 9.25% <0.01 $476.47 $5,695,246 SEC
2025   Q4 10,941 0.02 Reduce 9.91% <0.01 $389.02 $4,256,268 SEC
2025   Q3 12,144 0.02 Reduce 12.13% <0.01 $397.65 $4,829,062 SEC
2025   Q2 13,821 0.01 Buy 0.01 $296.23 $4,094,195 SEC