True Wealth Design, LLC

Position in AGCO — Agco Corp /De

CIK 1966033 AKRON, OH

Position in AGCO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$28,728

+$8,567 QoQ

Shares Held

240

+37.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#418

of 512 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

True Wealth Design, LLC holds $1,383,753 across 17 Farm & Heavy Construction Machinery names. AGCO ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	980	$1,043,602
2	OSK	Oshkosh Corp	1,001	$153,633
3	CNH	CNH Industrial N.V.	4,911	$55,150
4	PCAR	Paccar Inc	364	$43,723
5	AGCO	Agco Corp /De This page	240	$28,728
6	TEX	Terex Corp	199	$14,405
7	CMCO	Columbus Mckinnon Corp	746	$11,286
8	LNN	Lindsay Corp	90	$11,142

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,728	240	+37.9%	Shares	Sole	2026-07-16
2026-03-31	$20,161	174	-7.4%	Shares	Sole	2026-04-13
2025-12-31	$19,612	188	+193.8%	Shares	Sole	2026-01-08
2025-09-30	$6,852	64	+481.8%	Shares	Sole	2025-10-21
2025-06-30	$1,134	11	-82.3%	Shares	Sole	2025-08-06
2025-03-31	$5,739	62	+6100.0%	Shares	Sole	2025-05-13
2024-09-30	$97	1	-75.0%	Shares	Sole	2024-11-14
2024-06-30	$391	4	-33.3%	Shares	Sole	2024-08-14
2024-03-31	$738	6	-99.9%	Shares	Sole	2024-05-14
2023-12-31	$801,670	6,603	+109950.0%	Shares	Sole	2024-02-14
2023-09-30	$709	6	0.0%	Shares	Sole	2023-11-13
2023-06-30	$788	6	+200.0%	Shares	Sole	2023-08-14
2023-03-31	$270	2	+100.0%	Shares	Sole	2023-05-12
2022-12-31	$138	1	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.