Position in TEX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$14,405
+$2,645 QoQ
Shares Held
199
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#409
of 480 holders
Holding Since
Sep 2024
7 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, 2026True Wealth Design, LLC holds $1,383,753 across 17 Farm & Heavy Construction Machinery names. TEX ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
980 | $1,043,602 | |
| 2 | OSK |
Oshkosh Corp
|
1,001 | $153,633 | |
| 3 | CNH |
CNH Industrial N.V.
|
4,911 | $55,150 | |
| 4 | PCAR |
Paccar Inc
|
364 | $43,723 | |
| 5 | AGCO |
Agco Corp /De
|
240 | $28,728 | |
| 6 | TEX |
Terex Corp
This page
|
199 | $14,405 | |
| 7 | CMCO |
Columbus Mckinnon Corp
|
746 | $11,286 | |
| 8 | LNN |
Lindsay Corp
|
90 | $11,142 |
All Filings in TEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,405 | 199 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $11,760 | 199 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $533 | 10 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $615 | 12 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $466 | 10 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $906 | 24 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $52 | 1 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||