Creative Planning

Position in TEX — Terex Corp

CIK 1540235 OVERLAND PARK, KS

Position in TEX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,856,418

+$1,344,221 QoQ

Shares Held

94,715

+1.6% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#104

of 483 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

Creative Planning holds $521,681,894 across 18 Farm & Heavy Construction Machinery names. TEX ranks #5 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	379,703	$404,345,723
2	DE	Deere & Co	105,275	$66,779,090
3	PCAR	Paccar Inc	119,255	$14,324,909
4	FSS	Federal Signal Corp /De/	53,933	$6,929,850
5	TEX	Terex Corp This page	94,715	$6,856,418
6	OSK	Oshkosh Corp	33,650	$5,164,601
7	ALG	Alamo Group Inc	25,879	$4,256,836
8	CNH	CNH Industrial N.V.	271,740	$3,051,639

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,856,418	94,715	+1.6%	Shares	Defined	2026-08-13
2026-03-31	$5,512,197	93,269	+101.0%	Shares	Sole	2026-05-12
2025-12-31	$2,477,152	46,406	-3.8%	Shares	Sole	2026-02-17
2025-09-30	$2,474,557	48,237	+10.0%	Shares	Sole	2025-11-14
2025-06-30	$2,047,496	43,853	+56.2%	Shares	Defined	2025-08-08
2025-03-31	$1,060,635	28,074	+104.7%	Shares	Sole	2025-05-15
2024-12-31	$634,045	13,718	-31.4%	Shares	Defined	2025-02-14
2024-09-30	$1,058,093	19,998	+15.4%	Shares	Defined	2024-10-11
2024-06-30	$950,590	17,334	+18.5%	Shares	Defined	2024-08-15
2024-03-31	$941,914	14,626	+18.3%	Shares	Defined	2024-05-13
2023-12-31	$710,492	12,365	+38.3%	Shares	Defined	2024-02-14
2023-09-30	$515,180	8,941	+20.2%	Shares	Sole	2023-11-16
2023-06-30	$445,134	7,440	+50.3%	Shares	Sole	2023-07-21
2023-03-31	$239,481	4,950	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.