INDEPENDENT FINANCIAL GROUP, LLC

Position in TEX — Terex Corp

CIK 275484 SAN DIEGO, CA

Position in TEX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$315,837

+$57,984 QoQ

Shares Held

4,363

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#303

of 480 holders

Holding Since

Dec 2023

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $24,445,511 across 4 Farm & Heavy Construction Machinery names. TEX ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	18,157	$19,335,389
2	DE	Deere & Co	6,768	$4,293,145
3	PCAR	Paccar Inc	4,172	$501,140
4	TEX	Terex Corp This page	4,363	$315,837

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,837	4,363	0.0%	Shares	Sole	2026-07-15
2026-03-31	$257,853	4,363	-44.8%	Shares	Sole	2026-05-15
2024-03-31	$508,760	7,900	-3.1%	Shares	Sole	2026-06-12
2023-12-31	$468,299	8,150	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.