Position in HY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$32,640
+$2,666 QoQ
Shares Held
931
+1.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#117
of 150 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HY Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Clearstead Advisors, LLC holds $385,568,083 across 18 Farm & Heavy Construction Machinery names. HY ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
2,442,741 | $293,422,048 | |
| 2 | CAT |
Caterpillar Inc
|
77,286 | $82,301,861 | |
| 3 | DE |
Deere & Co
|
14,495 | $9,194,613 | |
| 4 | OSK |
Oshkosh Corp
|
3,347 | $513,697 | |
| 5 | AGCO |
Agco Corp /De
|
370 | $44,289 | |
| 6 | HY |
Hyster-Yale, Inc.
This page
|
931 | $32,640 | |
| 7 | CNH |
CNH Industrial N.V.
|
2,348 | $26,368 | |
| 8 | FSS |
Federal Signal Corp /De/
|
133 | $17,089 |
All Filings in HY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,640 | 931 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $29,974 | 922 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,392 | 922 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $36,196 | 982 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $39,302 | 988 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $38,299 | 922 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $46,957 | 922 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $58,795 | 922 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $64,291 | 922 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $59,164 | 922 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $57,339 | 922 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $41,102 | 922 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $51,484 | 922 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $45,998 | 922 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,062 | 200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,302 | 200 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,444 | 200 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,955 | 360 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,220 | 200 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,052 | 200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,596 | 200 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $17,424 | 200 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $19,651 | 330 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $12,259 | 330 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $15,464 | 400 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $16,036 | 400 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||