Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,346,301
+$903,512 QoQ
Shares Held
6,094
-4.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#610
of 2,102 holders
Holding Since
Mar 2020
26 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, 2026Essex Financial Services, Inc. holds $23,779,780 across 12 Specialty Industrial Machinery names. CMI ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,014 | $9,415,328 | |
| 2 | CMI |
Cummins Inc
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|
6,094 | $4,346,301 | |
| 3 | ETN |
Eaton Corp plc
|
9,146 | $3,897,293 | |
| 4 | EMR |
Emerson Electric Co
|
10,190 | $1,458,698 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,188 | $1,162,006 | |
| 6 | OTIS |
Otis Worldwide Corp
|
15,734 | $1,126,554 | |
| 7 | AME |
Ametek Inc/
|
2,979 | $720,739 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,921 | $519,572 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,346,301 | 6,094 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,442,789 | 6,399 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,266,880 | 6,400 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,706,546 | 6,408 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,048,185 | 6,254 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,965,582 | 6,271 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,257,185 | 6,475 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $2,002,964 | 6,186 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $2,284,672 | 8,250 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,599,360 | 5,428 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,248,638 | 5,212 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,168,344 | 5,114 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,252,277 | 5,108 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,219,004 | 5,103 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,235,679 | 5,100 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,035,865 | 5,090 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $984,293 | 5,086 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,210,969 | 5,904 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,180,791 | 5,413 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,100,568 | 4,901 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,009,861 | 4,142 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,073,233 | 4,142 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $668,355 | 2,943 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $832,603 | 3,943 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $501,241 | 2,893 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $479,844 | 3,546 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||