Position in DE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,867,637
-$253,174 QoQ
Shares Held
15,556
-13.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#457
of 2,650 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Atria Investments, Inc holds $34,671,961 across 8 Farm & Heavy Construction Machinery names. DE ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
19,582 | $20,852,871 | |
| 2 | DE |
Deere & Co
This page
|
15,556 | $9,867,637 | |
| 3 | OSK |
Oshkosh Corp
|
7,391 | $1,134,370 | |
| 4 | FSS |
Federal Signal Corp /De/
|
5,897 | $757,705 | |
| 5 | AGCO |
Agco Corp /De
|
6,202 | $742,379 | |
| 6 | PCAR |
Paccar Inc
|
5,015 | $602,401 | |
| 7 | CNH |
CNH Industrial N.V.
|
35,457 | $398,182 | |
| 8 | TEX |
Terex Corp
|
4,371 | $316,416 |
All Filings in DE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,867,637 | 15,556 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,120,811 | 17,967 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,947,745 | 17,071 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,719,920 | 16,883 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,115,700 | 17,927 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,950,419 | 12,678 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,432,681 | 12,822 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,832,264 | 11,579 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,354,491 | 14,331 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,056,923 | 17,181 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $6,565,065 | 16,418 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,526,787 | 17,295 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,133,775 | 17,606 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,787,320 | 23,705 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,515,899 | 22,194 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,410,355 | 25,189 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,264,243 | 24,257 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $12,199,982 | 29,365 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,877,632 | 28,807 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,963,457 | 26,751 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $11,003,141 | 31,196 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $10,676,833 | 28,537 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $7,069,288 | 26,275 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,810,030 | 26,215 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,740,170 | 23,800 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||