Position in OSK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,164,601
+$1,903,459 QoQ
Shares Held
33,650
+51.9% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#126
of 598 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OSK Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Creative Planning holds $521,681,894 across 18 Farm & Heavy Construction Machinery names. OSK ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
379,703 | $404,345,723 | |
| 2 | DE |
Deere & Co
|
105,275 | $66,779,090 | |
| 3 | PCAR |
Paccar Inc
|
119,255 | $14,324,909 | |
| 4 | FSS |
Federal Signal Corp /De/
|
53,933 | $6,929,850 | |
| 5 | TEX |
Terex Corp
|
94,715 | $6,856,418 | |
| 6 | OSK |
Oshkosh Corp
This page
|
33,650 | $5,164,601 | |
| 7 | ALG |
Alamo Group Inc
|
25,879 | $4,256,836 | |
| 8 | CNH |
CNH Industrial N.V.
|
271,740 | $3,051,639 |
All Filings in OSK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,164,601 | 33,650 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,261,142 | 22,153 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,284,580 | 18,185 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,119,946 | 16,345 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,722,628 | 15,172 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,612,060 | 17,135 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,125,913 | 11,843 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,227,371 | 12,248 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,352,713 | 12,502 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,561,617 | 12,522 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,227,201 | 11,320 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,132,287 | 22,344 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,691,795 | 19,538 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,607,120 | 19,321 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,869,390 | 145,928 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $11,699,981 | 166,453 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $12,857,045 | 156,526 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,574,178 | 154,736 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $613,255 | 5,441 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $552,490 | 5,397 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $670,687 | 5,381 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,535,579 | 12,941 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $983,435 | 11,426 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $837,900 | 11,400 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $817,542 | 11,415 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $728,086 | 11,318 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||