Position in ALG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,630,589
+$750,274 QoQ
Shares Held
34,131
+17.4% QoQ
Ownership
0.280%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ALG Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $1,410,613,511 across 15 Farm & Heavy Construction Machinery names. ALG ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
1,026,197 | $727,019,523 | |
| 2 | DE |
Deere & Co
|
861,523 | $485,295,905 | |
| 3 | OSK |
Oshkosh Corp
|
445,426 | $65,571,159 | |
| 4 | PCAR |
Paccar Inc
|
356,753 | $41,204,970 | |
| 5 | FSS |
Federal Signal Corp /De/
|
302,769 | $32,741,435 | |
| 6 | AGCO |
Agco Corp /De
|
178,579 | $20,691,947 | |
| 7 | CNH |
CNH Industrial N.V.
|
1,323,041 | $14,553,451 | |
| 8 | TEX |
Terex Corp
|
181,272 | $10,713,173 |
All Filings in ALG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,630,589 | 34,131 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,880,315 | 29,072 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $6,200,431 | 32,480 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,915,695 | 27,089 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $221,513 | 1,243 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $200,037 | 1,076 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||