Position in TEX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$402,777
+$82,278 QoQ
Shares Held
5,564
+2.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#288
of 482 holders
Holding Since
Dec 2023
6 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, 2026Sequoia Financial Advisors, LLC holds $216,736,106 across 10 Farm & Heavy Construction Machinery names. TEX ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
188,272 | $200,490,852 | |
| 2 | DE |
Deere & Co
|
18,385 | $11,662,157 | |
| 3 | PCAR |
Paccar Inc
|
15,303 | $1,838,196 | |
| 4 | OSK |
Oshkosh Corp
|
3,445 | $528,738 | |
| 5 | CNH |
CNH Industrial N.V.
|
37,074 | $416,341 | |
| 6 | FSS |
Federal Signal Corp /De/
|
3,206 | $411,938 | |
| 7 | TEX |
Terex Corp
This page
|
5,564 | $402,777 | |
| 8 | AGCO |
Agco Corp /De
|
3,080 | $368,676 |
All Filings in TEX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,777 | 5,564 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $320,499 | 5,423 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $333,411 | 6,246 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $249,933 | 4,872 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $226,259 | 4,846 | Shares | Sole | 2025-07-25 | |
| 2023-12-31 | $234,494 | 4,081 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||