Position in TEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$529,315
+$93,808 QoQ
Shares Held
7,312
-0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#264
of 480 holders
Holding Since
Dec 2020
22 quarters on record
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Kestra Advisory Services, LLC holds $296,573,672 across 9 Farm & Heavy Construction Machinery names. TEX ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
208,164 | $221,673,843 | |
| 2 | DE |
Deere & Co
|
107,515 | $68,199,989 | |
| 3 | PCAR |
Paccar Inc
|
40,119 | $4,819,094 | |
| 4 | FSS |
Federal Signal Corp /De/
|
4,215 | $541,585 | |
| 5 | TEX |
Terex Corp
This page
|
7,312 | $529,315 | |
| 6 | BLBD |
Blue Bird Corp
|
3,109 | $245,486 | |
| 7 | AGCO |
Agco Corp /De
|
2,006 | $240,118 | |
| 8 | OSK |
Oshkosh Corp
|
1,555 | $238,661 |
All Filings in TEX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,315 | 7,312 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $435,507 | 7,369 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $378,090 | 7,083 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $346,531 | 6,755 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $315,531 | 6,758 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $251,577 | 6,659 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $312,447 | 6,760 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $391,639 | 7,402 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $529,918 | 9,663 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $526,792 | 8,180 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $445,315 | 7,750 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $445,748 | 7,736 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $447,648 | 7,482 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $363,043 | 7,504 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $312,539 | 7,316 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $225,637 | 7,587 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $273,191 | 7,661 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $335,338 | 7,630 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $319,665 | 7,593 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $359,388 | 7,547 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $347,183 | 7,536 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $289,587 | 8,300 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||