Position in TEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$130,736
+$58,339 QoQ
Shares Held
1,806
+47.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#358
of 480 holders
Holding Since
Mar 2020
24 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, 2026Steward Partners Investment Advisory, LLC holds $110,077,682 across 11 Farm & Heavy Construction Machinery names. TEX ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
86,006 | $91,587,789 | |
| 2 | DE |
Deere & Co
|
22,184 | $14,071,976 | |
| 3 | PCAR |
Paccar Inc
|
28,789 | $3,458,134 | |
| 4 | OSK |
Oshkosh Corp
|
2,578 | $395,671 | |
| 5 | AGCO |
Agco Corp /De
|
2,148 | $257,115 | |
| 6 | FSS |
Federal Signal Corp /De/
|
1,226 | $157,528 | |
| 7 | TEX |
Terex Corp
This page
|
1,806 | $130,736 | |
| 8 | ALG |
Alamo Group Inc
|
86 | $14,146 |
All Filings in TEX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,736 | 1,806 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $72,397 | 1,225 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $65,390 | 1,225 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $67,972 | 1,325 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $57,195 | 1,225 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $46,280 | 1,225 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $51,997 | 1,125 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $66,931 | 1,265 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $146,367 | 2,669 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $72,450 | 1,125 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,160 | 55 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $71,448 | 1,240 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,915 | 500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,190 | 500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $42,720 | 1,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $29,740 | 1,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $27,370 | 1,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $35,660 | 1,000 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $43,950 | 1,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $42,100 | 1,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $47,620 | 1,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $46,070 | 1,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $34,890 | 1,000 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $2,498 | 174 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||