Position in DE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$46,325,119
-$6,185,707 QoQ
Shares Held
73,030
-21.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#205
of 2,650 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $470,999,590 across 7 Farm & Heavy Construction Machinery names. DE ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
285,159 | $303,665,819 | |
| 2 | PCAR |
Paccar Inc
|
888,924 | $106,777,550 | |
| 3 | DE |
Deere & Co
This page
|
73,030 | $46,325,119 | |
| 4 | CNH |
CNH Industrial N.V.
|
476,452 | $5,350,555 | |
| 5 | AGCO |
Agco Corp /De
|
37,322 | $4,467,443 | |
| 6 | OSK |
Oshkosh Corp
|
15,692 | $2,408,408 | |
| 7 | TEX |
Terex Corp
|
27,693 | $2,004,696 |
All Filings in DE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,325,119 | 73,030 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $52,510,826 | 93,220 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $88,252,518 | 189,558 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,509,261 | 27,357 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,468,465 | 32,387 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,809,116 | 33,683 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $12,812,688 | 30,240 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $12,116,759 | 29,034 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,238,956 | 27,404 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,279,500 | 10,419 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,782,295 | 6,958 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||