Position in CMCO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,286
-$2,285 QoQ
Shares Held
746
-20.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 175 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $1,383,753 across 17 Farm & Heavy Construction Machinery names. CMCO ranks #7 (0.8% 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
|
199 | $14,405 | |
| 7 | CMCO |
Columbus Mckinnon Corp
This page
|
746 | $11,286 | |
| 8 | LNN |
Lindsay Corp
|
90 | $11,142 |
All Filings in CMCO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,286 | 746 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $13,571 | 934 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $17,405 | 1,009 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $13,967 | 974 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $13,468 | 882 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,185 | 70 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||