Position in TRC
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$13,188
+$2,149 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TRC Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026NewEdge Advisors, LLC holds $130,594,965 across 10 Conglomerates names. TRC ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
378,454 | $85,541,957 | |
| 2 | MMM |
3M Co
|
295,883 | $42,971,088 | |
| 3 | OTTR |
Otter Tail Corp
|
16,313 | $1,431,792 | |
| 4 | VMI |
Valmont Industries Inc
|
822 | $328,446 | |
| 5 | SEB |
Seaboard Corp /De/
|
50 | $282,701 | |
| 6 | GHC |
Graham Holdings Co
|
18 | $19,030 | |
| 7 | TRC |
Tejon Ranch Co
This page
|
700 | $13,188 | |
| 8 | CRESY |
Cresud Inc
|
410 | $5,215 |
All Filings in TRC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,188 | 700 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $11,039 | 700 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $11,186 | 700 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $130,592 | 7,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $122,045 | 7,700 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $141,144 | 8,877 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $155,493 | 8,860 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $151,151 | 8,860 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $136,332 | 8,847 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $152,082 | 8,842 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $143,222 | 8,830 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $151,792 | 8,820 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $153,468 | 8,400 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $269,412 | 14,300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $205,920 | 14,300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $221,936 | 14,300 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $306,768 | 16,800 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $356,166 | 18,667 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $331,525 | 18,667 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $283,925 | 18,667 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||