Position in CMCO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,162
+$126 QoQ
Shares Held
209
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#154
of 175 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMCO Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $1,168,029 across 13 Farm & Heavy Construction Machinery names. CMCO ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
964 | $1,026,563 | |
| 2 | DE |
Deere & Co
|
129 | $81,828 | |
| 3 | PCAR |
Paccar Inc
|
186 | $22,342 | |
| 4 | FSS |
Federal Signal Corp /De/
|
108 | $13,876 | |
| 5 | TEX |
Terex Corp
|
111 | $8,035 | |
| 6 | OSK |
Oshkosh Corp
|
22 | $3,376 | |
| 7 | CMCO |
Columbus Mckinnon Corp
This page
|
209 | $3,162 | |
| 8 | AGCO |
Agco Corp /De
|
18 | $2,154 |
All Filings in CMCO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,162 | 209 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,036 | 209 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,812 | 279 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,498 | 244 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,191 | 209 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||