Position in TEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$23,020
New position
Shares Held
318
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#399
of 480 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $6,867,996 across 9 Farm & Heavy Construction Machinery names. TEX ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
3,838 | $4,087,086 | |
| 2 | DE |
Deere & Co
|
3,756 | $2,382,543 | |
| 3 | PCAR |
Paccar Inc
|
2,703 | $324,684 | |
| 4 | TEX |
Terex Corp
This page
|
318 | $23,020 | |
| 5 | GENC |
Gencor Industries Inc
|
1,380 | $20,589 | |
| 6 | CNH |
CNH Industrial N.V.
|
1,368 | $15,362 | |
| 7 | AGCO |
Agco Corp /De
|
79 | $9,456 | |
| 8 | WNC |
WABASH NATIONAL Corp
|
316 | $4,266 |
All Filings in TEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,020 | 318 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||