Position in DE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$63,911,284
+$7,430,883 QoQ
Shares Held
100,754
+0.5% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#171
of 2,650 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Derivatives in DE
reported options exposure · as of Sep 30, 2024CallValue
$113,400
CallShares
1,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $355,298,114 across 16 Farm & Heavy Construction Machinery names. DE ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
182,074 | $193,890,602 | |
| 2 | DE |
Deere & Co
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|
100,754 | $63,911,284 | |
| 3 | PCAR |
Paccar Inc
|
339,935 | $40,832,992 | |
| 4 | TEX |
Terex Corp
|
510,774 | $36,974,929 | |
| 5 | OSK |
Oshkosh Corp
|
67,586 | $10,373,099 | |
| 6 | CNH |
CNH Industrial N.V.
|
197,723 | $2,220,429 | |
| 7 | AGCO |
Agco Corp /De
|
17,741 | $2,123,597 | |
| 8 | FSS |
Federal Signal Corp /De/
|
11,138 | $1,431,121 |
All Filings in DE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,911,284 | 100,754 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $56,480,401 | 100,267 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $45,587,217 | 97,917 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $44,808,279 | 97,993 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $48,665,035 | 95,705 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $42,250,887 | 90,020 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $37,028,837 | 87,394 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $35,852,402 | 85,909 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $113,400 | 1,800 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $30,678,759 | 82,110 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $31,947,767 | 77,781 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $21,437,030 | 53,610 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $19,438,466 | 51,509 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $835,501 | 2,062 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $724,191 | 1,754 | Shares | Sole | 2023-04-25 | |
| 2021-06-30 | $1,536,052 | 4,355 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||