Position in CMI
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$13,089,543
+$3,166,841 QoQ
Shares Held
18,353
-0.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#363
of 2,094 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $105,949,430 across 12 Specialty Industrial Machinery names. CMI ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
243,559 | $34,865,470 | |
| 2 | PH |
Parker-Hannifin Corp
|
26,557 | $25,975,932 | |
| 3 | CMI |
Cummins Inc
This page
|
18,353 | $13,089,543 | |
| 4 | ITW |
Illinois Tool Works Inc
|
31,469 | $8,511,420 | |
| 5 | OTIS |
Otis Worldwide Corp
|
105,779 | $7,573,776 | |
| 6 | GEV |
GE Vernova Inc.
|
5,594 | $6,572,166 | |
| 7 | GNRC |
Generac Holdings Inc.
|
14,045 | $4,112,516 | |
| 8 | ETN |
Eaton Corp plc
|
8,109 | $3,455,407 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,089,543 | 18,353 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $9,922,702 | 18,443 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,414,229 | 18,443 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,789,769 | 18,443 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,074,470 | 18,548 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,898,000 | 18,817 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,559,606 | 18,817 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,092,756 | 18,817 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,238,684 | 18,917 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,581,554 | 18,943 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,628,971 | 19,322 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,424,584 | 19,367 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,748,994 | 19,371 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,627,344 | 19,371 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $4,694,368 | 19,375 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,961,322 | 19,465 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,767,061 | 19,465 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,980,979 | 19,409 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,244,786 | 19,459 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,372,183 | 19,470 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,746,980 | 19,470 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,254,750 | 20,280 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,605,588 | 20,280 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,291,827 | 20,325 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,521,509 | 20,325 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,775,413 | 20,510 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||