Position in CMI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,747,998
+$655,664 QoQ
Shares Held
3,853
-6.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#747
of 2,094 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CANANDAIGUA NATIONAL BANK & TRUST CO holds $13,682,521 across 9 Specialty Industrial Machinery names. CMI ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
7,057 | $3,007,128 | |
| 2 | CMI |
Cummins Inc
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|
3,853 | $2,747,998 | |
| 3 | OTIS |
Otis Worldwide Corp
|
36,663 | $2,625,070 | |
| 4 | GEV |
GE Vernova Inc.
|
1,659 | $1,949,092 | |
| 5 | EMR |
Emerson Electric Co
|
13,182 | $1,887,003 | |
| 6 | DOV |
DOVER Corp
|
2,186 | $490,276 | |
| 7 | AME |
Ametek Inc/
|
1,601 | $387,345 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,133 | $306,442 |
All Filings in CMI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,747,998 | 3,853 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $2,092,334 | 4,099 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,590,645 | 3,766 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,160,332 | 3,543 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,065,696 | 3,400 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,238,709 | 6,422 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,900,971 | 5,871 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,510,376 | 5,454 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,414,025 | 4,799 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $220,404 | 920 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $210,183 | 920 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $225,547 | 920 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $219,769 | 920 | Shares | Sole | 2023-04-11 | |
| No filing history on record for this holder in this stock. | ||||||