Position in DE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,142,507
+$139,282 QoQ
Shares Held
8,107
-8.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#640
of 2,638 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $10,645,414 across 19 Farm & Heavy Construction Machinery names. DE ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DE |
Deere & Co
This page
|
8,107 | $5,142,507 | |
| 2 | CAT |
Caterpillar Inc
|
4,098 | $4,363,956 | |
| 3 | OSK |
Oshkosh Corp
|
2,231 | $342,409 | |
| 4 | PCAR |
Paccar Inc
|
2,379 | $285,760 | |
| 5 | BLBD |
Blue Bird Corp
|
2,496 | $197,081 | |
| 6 | CNH |
CNH Industrial N.V.
|
9,125 | $102,470 | |
| 7 | TEX |
Terex Corp
|
664 | $48,064 | |
| 8 | AGCO |
Agco Corp /De
|
302 | $36,147 |
All Filings in DE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,142,507 | 8,107 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,003,225 | 8,882 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,770,181 | 8,098 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,835,037 | 8,387 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,311,484 | 8,479 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,900,295 | 8,310 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,297,231 | 7,782 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,192,988 | 7,651 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,928,133 | 7,837 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,910,910 | 7,087 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,426,807 | 6,069 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,398,246 | 6,355 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $728,529 | 1,798 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $587,939 | 1,424 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $625,558 | 1,459 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $201,000 | 602 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $112,300 | 375 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $124,636 | 300 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $63,089 | 184 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||