Position in DE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$330,471
New position
Shares Held
521
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,026
of 2,650 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $3,940,073 across 10 Farm & Heavy Construction Machinery names. DE ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
3,064 | $3,262,819 | |
| 2 | DE |
Deere & Co
This page
|
521 | $330,471 | |
| 3 | FSS |
Federal Signal Corp /De/
|
2,053 | $263,786 | |
| 4 | OSK |
Oshkosh Corp
|
253 | $38,828 | |
| 5 | PCAR |
Paccar Inc
|
235 | $28,225 | |
| 6 | AGCO |
Agco Corp /De
|
49 | $5,863 | |
| 7 | CNH |
CNH Industrial N.V.
|
411 | $4,613 | |
| 8 | TEX |
Terex Corp
|
50 | $3,617 |
All Filings in DE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,471 | 521 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||