Position in TEX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,488
+$1,179 QoQ
Shares Held
62
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#443
of 480 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $7,577,671 across 9 Farm & Heavy Construction Machinery names. TEX ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
5,812 | $6,189,198 | |
| 2 | DE |
Deere & Co
|
2,044 | $1,296,570 | |
| 3 | PCAR |
Paccar Inc
|
519 | $62,342 | |
| 4 | FSS |
Federal Signal Corp /De/
|
80 | $10,279 | |
| 5 | OSK |
Oshkosh Corp
|
48 | $7,367 | |
| 6 | AGCO |
Agco Corp /De
|
49 | $5,865 | |
| 7 | TEX |
Terex Corp
This page
|
62 | $4,488 | |
| 8 | ALG |
Alamo Group Inc
|
8 | $1,315 |
All Filings in TEX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,488 | 62 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,309 | 56 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,989 | 56 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $769 | 15 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $373 | 8 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,813 | 48 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,357 | 51 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,698 | 51 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,687 | 49 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,155 | 49 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,815 | 49 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,823 | 49 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,931 | 49 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,467 | 51 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,093 | 49 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,397 | 47 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,012 | 37 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $641 | 18 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $527 | 12 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||