Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,776,284
+$11,093,000 QoQ
Shares Held
20,718
+202.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#340
of 2,094 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $45,922,438 across 23 Specialty Industrial Machinery names. CMI ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
20,718 | $14,776,284 | |
| 2 | EMR |
Emerson Electric Co
|
91,258 | $13,063,582 | |
| 3 | ITW |
Illinois Tool Works Inc
|
26,198 | $7,085,773 | |
| 4 | GEV |
GE Vernova Inc.
|
1,799 | $2,113,573 | |
| 5 | XYL |
Xylem Inc.
|
14,672 | $1,734,377 | |
| 6 | ETN |
Eaton Corp plc
|
3,236 | $1,378,924 | |
| 7 | PH |
Parker-Hannifin Corp
|
655 | $640,668 | |
| 8 | ITT |
Itt Inc.
|
2,639 | $521,888 |
All Filings in CMI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,776,284 | 20,718 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,683,284 | 6,846 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $380,795 | 746 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $315,088 | 746 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $251,192 | 767 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $240,408 | 767 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $274,696 | 788 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $255,146 | 788 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $232,067 | 838 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $246,916 | 838 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $200,759 | 838 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $206,527 | 904 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $221,624 | 904 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $215,947 | 904 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $219,030 | 904 | Shares | Sole | 2023-02-13 | |
| 2021-12-31 | $200,688 | 920 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $218,946 | 975 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $237,714 | 975 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $252,632 | 975 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $230,279 | 1,014 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,559,101 | 16,855 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||