Position in OSK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,213
-$3,533 QoQ
Shares Held
47
-35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#518
of 594 holders
Holding Since
Jun 2022
8 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, 2026Bell Investment Advisors, Inc holds $573,476 across 8 Farm & Heavy Construction Machinery names. OSK ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
415 | $441,933 | |
| 2 | DE |
Deere & Co
|
118 | $74,850 | |
| 3 | PCAR |
Paccar Inc
|
168 | $20,180 | |
| 4 | FSS |
Federal Signal Corp /De/
|
137 | $17,603 | |
| 5 | TEX |
Terex Corp
|
119 | $8,614 | |
| 6 | OSK |
Oshkosh Corp
This page
|
47 | $7,213 | |
| 7 | CNH |
CNH Industrial N.V.
|
232 | $2,605 | |
| 8 | AGCO |
Agco Corp /De
|
4 | $478 |
All Filings in OSK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,213 | 47 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,746 | 73 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $9,170 | 73 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $9,468 | 73 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $8,288 | 73 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,446 | 26 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,471 | 26 | Shares | Sole | 2025-02-07 | |
| 2022-06-30 | $492 | 6 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||