Position in DE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$68,199,989
+$10,156,431 QoQ
Shares Held
107,515
+4.3% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#161
of 2,638 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Kestra Advisory Services, LLC holds $296,573,672 across 9 Farm & Heavy Construction Machinery names. DE ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
208,164 | $221,673,843 | |
| 2 | DE |
Deere & Co
This page
|
107,515 | $68,199,989 | |
| 3 | PCAR |
Paccar Inc
|
40,119 | $4,819,094 | |
| 4 | FSS |
Federal Signal Corp /De/
|
4,215 | $541,585 | |
| 5 | TEX |
Terex Corp
|
7,312 | $529,315 | |
| 6 | BLBD |
Blue Bird Corp
|
3,109 | $245,486 | |
| 7 | AGCO |
Agco Corp /De
|
2,006 | $240,118 | |
| 8 | OSK |
Oshkosh Corp
|
1,555 | $238,661 |
All Filings in DE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,199,989 | 107,515 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $58,043,558 | 103,042 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $45,056,467 | 96,777 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $42,397,147 | 92,720 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,252,359 | 87,027 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $42,879,816 | 91,360 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $38,917,692 | 91,852 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $36,426,231 | 87,284 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $32,763,614 | 87,690 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $33,589,084 | 81,777 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $30,279,356 | 75,723 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,420,865 | 75,311 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $28,698,392 | 70,827 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $28,333,890 | 68,625 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,705,086 | 73,946 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $10,764,947 | 32,241 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $10,950,420 | 36,566 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,579,688 | 25,465 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $7,084,450 | 20,661 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $6,236,992 | 18,614 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $4,491,761 | 12,735 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $4,827,902 | 12,904 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $4,902,898 | 18,223 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $2,340,412 | 10,560 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||