Position in DE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,890,345
+$1,292,465 QoQ
Shares Held
6,133
+9.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#736
of 2,638 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Global Retirement Partners, LLC holds $32,712,563 across 14 Farm & Heavy Construction Machinery names. DE ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
24,854 | $26,467,024 | |
| 2 | DE |
Deere & Co
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|
6,133 | $3,890,345 | |
| 3 | PCAR |
Paccar Inc
|
13,805 | $1,658,256 | |
| 4 | FSS |
Federal Signal Corp /De/
|
1,618 | $207,896 | |
| 5 | LNN |
Lindsay Corp
|
1,034 | $128,009 | |
| 6 | CNH |
CNH Industrial N.V.
|
11,079 | $124,417 | |
| 7 | AGCO |
Agco Corp /De
|
666 | $79,720 | |
| 8 | OSK |
Oshkosh Corp
|
460 | $70,600 |
All Filings in DE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,890,345 | 6,133 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $2,597,880 | 5,580 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,131,746 | 4,662 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,935,821 | 3,807 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,271,100 | 3,000 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,504,474 | 3,605 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,484,431 | 3,973 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,547,668 | 3,768 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,496,313 | 3,742 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,391,022 | 3,686 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,442,881 | 3,561 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,417,417 | 3,433 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,435,059 | 3,347 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,278,798 | 3,830 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,158,649 | 3,869 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,595,366 | 3,840 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $877,455 | 2,559 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $858,784 | 2,563 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $836,628 | 2,372 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $796,918 | 2,130 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $616,393 | 2,291 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $567,594 | 2,561 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $400,575 | 2,549 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $322,741 | 2,336 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||