Position in TEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$242,072
+$5,259 QoQ
Shares Held
3,344
-16.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#329
of 480 holders
Holding Since
Mar 2026
2 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, 2026Integrated Wealth Concepts LLC holds $64,669,410 across 19 Farm & Heavy Construction Machinery names. TEX ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
40,838 | $43,488,386 | |
| 2 | OSK |
Oshkosh Corp
|
63,482 | $9,743,217 | |
| 3 | DE |
Deere & Co
|
12,637 | $8,016,028 | |
| 4 | AGCO |
Agco Corp /De
|
10,186 | $1,219,264 | |
| 5 | PCAR |
Paccar Inc
|
8,412 | $1,010,449 | |
| 6 | CNH |
CNH Industrial N.V.
|
35,654 | $400,394 | |
| 7 | TEX |
Terex Corp
This page
|
3,344 | $242,072 | |
| 8 | BLBD |
Blue Bird Corp
|
1,694 | $133,758 |
All Filings in TEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,072 | 3,344 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $236,813 | 4,007 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||