Position in TEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,004,696
+$29,988 QoQ
Shares Held
27,693
-17.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#171
of 482 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $470,999,590 across 7 Farm & Heavy Construction Machinery names. TEX ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
285,159 | $303,665,819 | |
| 2 | PCAR |
Paccar Inc
|
888,924 | $106,777,550 | |
| 3 | DE |
Deere & Co
|
73,030 | $46,325,119 | |
| 4 | CNH |
CNH Industrial N.V.
|
476,452 | $5,350,555 | |
| 5 | AGCO |
Agco Corp /De
|
37,322 | $4,467,443 | |
| 6 | OSK |
Oshkosh Corp
|
15,692 | $2,408,408 | |
| 7 | TEX |
Terex Corp
This page
|
27,693 | $2,004,696 |
All Filings in TEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,004,696 | 27,693 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,974,708 | 33,413 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,750,490 | 32,793 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $241,828 | 4,714 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||