Position in HY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$218,949
New position
Shares Held
6,245
first reported quarter
Ownership
0.035%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#98
of 152 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026STEINBERGANNA WEALTH MANAGEMENT holds $720,516 across 2 Farm & Heavy Construction Machinery names. HY ranks #2 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
471 | $501,567 | |
| 2 | HY |
Hyster-Yale, Inc.
This page
|
6,245 | $218,949 |
All Filings in HY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,949 | 6,245 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||