Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,081,700
+$785,252 QoQ
Shares Held
5,723
-6.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#625
of 2,091 holders
Holding Since
Dec 2023
11 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, 2026PRINCIPAL SECURITIES, INC. holds $36,455,958 across 21 Specialty Industrial Machinery names. CMI ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,160 | $7,237,137 | |
| 2 | PH |
Parker-Hannifin Corp
|
7,163 | $7,006,273 | |
| 3 | ETN |
Eaton Corp plc
|
13,940 | $5,940,112 | |
| 4 | CMI |
Cummins Inc
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|
5,723 | $4,081,700 | |
| 5 | ITW |
Illinois Tool Works Inc
|
9,075 | $2,454,515 | |
| 6 | OTIS |
Otis Worldwide Corp
|
24,439 | $1,749,832 | |
| 7 | EMR |
Emerson Electric Co
|
10,434 | $1,493,627 | |
| 8 | DOV |
DOVER Corp
|
4,599 | $1,031,463 |
All Filings in CMI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,081,700 | 5,723 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,296,448 | 6,127 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,099,452 | 6,072 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,203,081 | 5,216 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,709,222 | 5,219 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $862,586 | 2,752 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $959,347 | 2,752 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $775,800 | 2,396 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $580,168 | 2,095 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $531,253 | 1,803 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $338,991 | 1,415 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||