Position in TWI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$206,566
+$19,229 QoQ
Shares Held
26,792
-1.2% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#95
of 170 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in TWI Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026LPL Financial LLC holds $1,636,676,136 across 14 Farm & Heavy Construction Machinery names. TWI ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
1,182,150 | $1,258,871,535 | |
| 2 | DE |
Deere & Co
|
501,898 | $318,368,958 | |
| 3 | PCAR |
Paccar Inc
|
301,583 | $36,226,149 | |
| 4 | OSK |
Oshkosh Corp
|
33,372 | $5,121,934 | |
| 5 | FSS |
Federal Signal Corp /De/
|
35,626 | $4,577,584 | |
| 6 | CNH |
CNH Industrial N.V.
|
290,231 | $3,259,294 | |
| 7 | TEX |
Terex Corp
|
44,571 | $3,226,494 | |
| 8 | AGCO |
Agco Corp /De
|
24,079 | $2,882,256 |
All Filings in TWI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,566 | 26,792 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $187,337 | 27,111 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $225,370 | 28,783 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $216,669 | 28,660 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $288,823 | 28,123 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $233,426 | 27,822 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $110,446 | 16,266 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $132,088 | 16,247 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $106,837 | 14,418 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||