Position in TEX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$94,541
-$23,718 QoQ
Shares Held
1,306
-34.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#364
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $21,351,084 across 18 Farm & Heavy Construction Machinery names. TEX ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
13,949 | $14,854,290 | |
| 2 | DE |
Deere & Co
|
9,046 | $5,738,149 | |
| 3 | OSK |
Oshkosh Corp
|
1,429 | $219,322 | |
| 4 | PCAR |
Paccar Inc
|
1,274 | $153,032 | |
| 5 | BLBD |
Blue Bird Corp
|
1,412 | $111,491 | |
| 6 | TEX |
Terex Corp
This page
|
1,306 | $94,541 | |
| 7 | CNH |
CNH Industrial N.V.
|
5,241 | $58,856 | |
| 8 | AGCO |
Agco Corp /De
|
398 | $47,640 |
All Filings in TEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,541 | 1,306 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $118,259 | 2,001 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $16,814 | 315 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,902 | 271 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $15,034 | 322 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,818 | 154 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,811 | 169 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,264 | 194 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $24,897 | 454 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,760,824 | 27,342 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,781,949 | 31,012 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,780,573 | 30,902 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,864,362 | 31,161 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,498,909 | 30,982 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $36,910 | 864 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $26,795 | 901 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $21,348 | 780 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,031 | 85 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $3,076 | 70 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $20,039 | 476 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $22,524 | 473 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||