Position in DE
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$3,812,957
+$416,258 QoQ
Shares Held
6,011
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#743
of 2,650 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $44,223,875 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (8.6% of the industry book) .
All Filings in DE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,812,957 | 6,011 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $3,396,699 | 6,030 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,816,698 | 6,050 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,757,277 | 6,030 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,063,652 | 6,025 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,827,364 | 6,024 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,545,165 | 6,007 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,506,901 | 6,007 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,248,505 | 6,018 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,423,776 | 5,901 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,351,635 | 5,881 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,219,371 | 5,881 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,382,922 | 5,881 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,428,147 | 5,881 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,772,362 | 6,466 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,157,931 | 6,463 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,935,474 | 6,463 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,702,567 | 6,505 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,448,234 | 7,140 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,179,630 | 6,505 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,294,378 | 6,505 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,433,780 | 6,505 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,109,352 | 7,840 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,737,579 | 7,840 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,208,483 | 7,690 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,117,714 | 8,090 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||