Position in TEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,085
+$199 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#462
of 480 holders
Holding Since
Sep 2025
3 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, 2026JPL Wealth Management, LLC holds $17,351,113 across 8 Farm & Heavy Construction Machinery names. TEX ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
11,851 | $12,620,129 | |
| 2 | DE |
Deere & Co
|
7,421 | $4,707,362 | |
| 3 | PCAR |
Paccar Inc
|
149 | $17,897 | |
| 4 | OSK |
Oshkosh Corp
|
15 | $2,302 | |
| 5 | AEBI |
Aebi Schmidt Holding AG
|
179 | $2,246 | |
| 6 | TEX |
Terex Corp
This page
|
15 | $1,085 | |
| 7 | BLBD |
Blue Bird Corp
|
1 | $78 | |
| 8 | GENC |
Gencor Industries Inc
|
1 | $14 |
All Filings in TEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,085 | 15 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $886 | 15 | Shares | Defined | 2026-05-08 | |
| 2025-09-30 | $769 | 15 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||