Position in CMI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$10,412,301
-$1,156,537 QoQ
Shares Held
19,353
-14.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026SFE Investment Counsel holds $34,467,323 across 7 Specialty Industrial Machinery names. CMI ranks #1 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
19,353 | $10,412,301 | |
| 2 | ETN |
Eaton Corp plc
|
20,009 | $7,156,619 | |
| 3 | DCI |
DONALDSON Co INC
|
65,783 | $5,583,003 | |
| 4 | XYL |
Xylem Inc.
|
43,111 | $5,151,764 | |
| 5 | GEV |
GE Vernova Inc.
|
5,005 | $4,368,864 | |
| 6 | EMR |
Emerson Electric Co
|
7,024 | $920,284 | |
| 7 | TNC |
Tennant Co
|
13,170 | $874,488 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,412,301 | 19,353 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,568,838 | 22,664 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,242,050 | 24,249 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,033,575 | 24,530 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,628,502 | 24,338 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,971,569 | 25,736 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $8,706,389 | 26,889 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,458,278 | 26,932 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $8,094,624 | 27,472 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,416,163 | 26,782 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $6,225,991 | 27,252 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $6,688,945 | 27,284 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $6,264,150 | 26,223 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,530,684 | 26,954 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,714,357 | 28,079 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,256,661 | 27,162 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,109,905 | 24,913 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,170,493 | 9,950 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,372,061 | 6,110 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,248,307 | 5,120 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,320,165 | 5,095 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,183,191 | 5,210 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,127,594 | 5,340 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,281,890 | 18,942 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,673,111 | 19,754 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||