YCM
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Yousif Capital Management’s Terex TEX Stock Holding History

Yousif Capital Management’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.3M Sell
31,705
-1,897
-6% -$119K 0.03% 615
2026
Q1 		$1.99M Buy
33,602
+13,138
+64% +$814K 0.02% 670
2025
Q4 		$1.21M Sell
20,464
-414
-2% -$20.9K 0.01% 987
2025
Q3 		$1.07M Sell
20,878
-1,473
-7% -$75K 0.01% 1065
2025
Q2 		$1.04M Sell
22,351
-815
-4% -$34.1K 0.01% 1104
2025
Q1 		$875K Sell
23,166
-398
-2% -$17.4K 0.01% 1173
2024
Q4 		$1.09M Sell
23,564
-1,252
-5% -$65.3K 0.01% 1101
2024
Q3 		$1.31M Sell
24,816
-3,567
-13% -$197K 0.01% 1008
2024
Q2 		$1.56M Sell
28,383
-2,270
-7% -$135K 0.02% 886
2024
Q1 		$1.97M Sell
30,653
-777
-2% -$45.6K 0.02% 817
2023
Q4 		$1.81M Buy
31,430
+18
+0.1% +$931 0.02% 872
2023
Q3 		$1.81M Sell
31,412
-1,945
-6% -$116K 0.02% 803
2023
Q2 		$2M Sell
33,357
-921
-3% -$45.7K 0.02% 780
2023
Q1 		$1.66M Sell
34,278
-210
-0.6% -$10.7K 0.02% 867
2022
Q4 		$1.47M Sell
34,488
-167
-0.5% -$6.72K 0.02% 953
2022
Q3 		$1.03M Sell
34,655
-4,221
-11% -$138K 0.01% 1176
2022
Q2 		$1.06M Buy
38,876
+1,600
+4% +$53.3K 0.01% 1204
2022
Q1 		$1.33M Buy
37,276
+747
+2% +$30.9K 0.01% 1216
2021
Q4 		$1.6M Buy
+36,529
New +$1.64M 0.02% 1132

Other funds holding TEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return