Position in OSK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,743,217
+$6,032,053 QoQ
Shares Held
63,482
+151.8% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#89
of 594 holders
Holding Since
Sep 2024
6 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, 2026Integrated Wealth Concepts LLC holds $64,669,410 across 19 Farm & Heavy Construction Machinery names. OSK ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
40,838 | $43,488,386 | |
| 2 | OSK |
Oshkosh Corp
This page
|
63,482 | $9,743,217 | |
| 3 | DE |
Deere & Co
|
12,637 | $8,016,028 | |
| 4 | AGCO |
Agco Corp /De
|
10,186 | $1,219,264 | |
| 5 | PCAR |
Paccar Inc
|
8,412 | $1,010,449 | |
| 6 | CNH |
CNH Industrial N.V.
|
35,654 | $400,394 | |
| 7 | TEX |
Terex Corp
|
3,344 | $242,072 | |
| 8 | BLBD |
Blue Bird Corp
|
1,694 | $133,758 |
All Filings in OSK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,743,217 | 63,482 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,711,164 | 25,210 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $269,905 | 2,081 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $269,657 | 2,375 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $403,952 | 4,249 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $498,143 | 4,971 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||