Position in AEBI
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$1,181,695
+$743,590 QoQ
Shares Held
94,159
+108.7% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 134 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AEBI Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Corient Private Wealth LLC holds $1,096,015,878 across 12 Farm & Heavy Construction Machinery names. AEBI ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
505,859 | $538,689,248 | |
| 2 | DE |
Deere & Co
|
579,782 | $367,773,115 | |
| 3 | PCAR |
Paccar Inc
|
1,352,123 | $162,417,014 | |
| 4 | AGCO |
Agco Corp /De
|
99,102 | $11,862,509 | |
| 5 | OSK |
Oshkosh Corp
|
46,342 | $7,112,569 | |
| 6 | ASTE |
Astec Industries Inc
|
38,150 | $2,334,398 | |
| 7 | CNH |
CNH Industrial N.V.
|
148,264 | $1,665,004 | |
| 8 | TEX |
Terex Corp
|
20,133 | $1,457,427 |
All Filings in AEBI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,181,695 | 94,159 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $438,105 | 45,119 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $550,300 | 43,502 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $538,604 | 43,192 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||