Position in DE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,296,570
+$147,438 QoQ
Shares Held
2,044
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,187
of 2,638 holders
Holding Since
Mar 2020
26 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, 2026JFS WEALTH ADVISORS, LLC holds $7,577,671 across 9 Farm & Heavy Construction Machinery names. DE ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
5,812 | $6,189,198 | |
| 2 | DE |
Deere & Co
This page
|
2,044 | $1,296,570 | |
| 3 | PCAR |
Paccar Inc
|
519 | $62,342 | |
| 4 | FSS |
Federal Signal Corp /De/
|
80 | $10,279 | |
| 5 | OSK |
Oshkosh Corp
|
48 | $7,367 | |
| 6 | AGCO |
Agco Corp /De
|
49 | $5,865 | |
| 7 | TEX |
Terex Corp
|
62 | $4,488 | |
| 8 | ALG |
Alamo Group Inc
|
8 | $1,315 |
All Filings in DE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,296,570 | 2,044 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,149,132 | 2,040 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,061,034 | 2,279 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,031,578 | 2,256 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,145,627 | 2,253 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,055,568 | 2,249 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $955,867 | 2,256 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $939,827 | 2,252 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $842,162 | 2,254 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $931,147 | 2,267 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $899,707 | 2,250 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $821,933 | 2,178 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $881,288 | 2,175 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $907,923 | 2,199 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $996,438 | 2,324 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $770,952 | 2,309 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $683,690 | 2,283 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $953,065 | 2,294 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $735,499 | 2,145 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $744,190 | 2,221 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $480,038 | 1,361 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $508,830 | 1,360 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $365,638 | 1,359 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $300,751 | 1,357 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $149,292 | 950 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $131,252 | 950 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||