Position in CMI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$560,583
+$137,700 QoQ
Shares Held
786
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,319
of 2,094 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $9,540,950 across 9 Specialty Industrial Machinery names. CMI ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
4,043 | $2,001,608 | |
| 2 | PH |
Parker-Hannifin Corp
|
2,022 | $1,977,758 | |
| 3 | GEV |
GE Vernova Inc.
|
1,679 | $1,972,589 | |
| 4 | EMR |
Emerson Electric Co
|
9,739 | $1,394,137 | |
| 5 | ETN |
Eaton Corp plc
|
2,159 | $919,993 | |
| 6 | CMI |
Cummins Inc
This page
|
786 | $560,583 | |
| 7 | DOV |
DOVER Corp
|
1,263 | $283,265 | |
| 8 | ITW |
Illinois Tool Works Inc
|
801 | $216,646 |
All Filings in CMI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,583 | 786 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $422,883 | 786 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $401,213 | 786 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $343,809 | 814 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $268,550 | 820 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $257,961 | 823 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $325,592 | 934 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $298,534 | 922 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $539,182 | 1,947 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $572,504 | 1,943 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $509,086 | 2,125 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $343,146 | 1,502 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $363,081 | 1,481 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $329,176 | 1,378 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $327,818 | 1,353 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $274,942 | 1,351 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $284,295 | 1,469 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $242,440 | 1,182 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $257,405 | 1,180 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $253,303 | 1,128 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $274,530 | 1,126 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $291,239 | 1,124 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $205,979 | 907 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||