Position in TEX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,974,708
+$224,218 QoQ
Shares Held
33,413
+1.9% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 22.362515708216147.ToString("F0")%
Shared 0.ToString("F0")%
None 77.63748429178385.ToString("F0")%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $439,992,207 across 7 Farm & Heavy Construction Machinery names. TEX ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
338,031 | $239,481,442 | |
| 2 | PCAR |
Paccar Inc
|
1,096,942 | $126,696,801 | |
| 3 | DE |
Deere & Co
|
93,220 | $52,510,826 | |
| 4 | CNH |
CNH Industrial N.V.
|
1,273,956 | $14,013,516 | |
| 5 | AGCO |
Agco Corp /De
|
34,847 | $4,037,721 | |
| 6 | TEX |
Terex Corp
This page
|
33,413 | $1,974,708 | |
| 7 | OSK |
Oshkosh Corp
|
8,676 | $1,277,193 |
All Filings in TEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||