Position in TEX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$5,889,551
New position
Shares Held
99,654
first reported quarter
Ownership
0.087%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 16.475003512152046.ToString("F0")%
Shared 0.ToString("F0")%
None 83.52499648784796.ToString("F0")%
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Phocas Financial Corp. holds $6,098,546 across 2 Farm & Heavy Construction Machinery names. TEX ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEX |
Terex Corp
This page
|
99,654 | $5,889,551 | |
| 2 | CAT |
Caterpillar Inc
|
295 | $208,995 |
All Filings in TEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,889,551 | 99,654 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||