Position in CMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,233,056
+$521,079 QoQ
Shares Held
15,750
-20.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#393
of 2,094 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 76%
Shared 23%
None 1%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $59,150,168 across 28 Specialty Industrial Machinery names. CMI ranks #1 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
15,750 | $11,233,056 | |
| 2 | XYL |
Xylem Inc.
|
88,397 | $10,449,409 | |
| 3 | DOV |
DOVER Corp
|
28,015 | $6,283,203 | |
| 4 | OTIS |
Otis Worldwide Corp
|
69,267 | $4,959,517 | |
| 5 | ETN |
Eaton Corp plc
|
10,713 | $4,565,023 | |
| 6 | GEV |
GE Vernova Inc.
|
3,640 | $4,276,489 | |
| 7 | GNRC |
Generac Holdings Inc.
|
12,516 | $3,664,809 | |
| 8 | ITW |
Illinois Tool Works Inc
|
9,026 | $2,441,261 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,233,056 | 15,750 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $10,711,977 | 19,910 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,318,178 | 24,132 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $10,219,241 | 24,195 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $7,831,507 | 23,913 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,245,792 | 23,117 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,653,297 | 24,823 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $7,759,303 | 23,964 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $6,353,604 | 22,943 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,598,096 | 22,393 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,255,686 | 21,938 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $552,186 | 2,417 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $699,931 | 2,855 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $535,568 | 2,242 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $463,742 | 1,914 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $417,602 | 2,052 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $339,644 | 1,755 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $280,180 | 1,366 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $245,407 | 1,125 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $256,896 | 1,144 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $315,977 | 1,296 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $303,417 | 1,171 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $277,516 | 1,222 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $259,304 | 1,228 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $206,006 | 1,189 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||