Position in CMI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,798,636
+$847,238 QoQ
Shares Held
3,924
+8.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#739
of 2,094 holders
Holding Since
Dec 2024
7 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, 2026MCDONALD PARTNERS LLC holds $33,780,108 across 14 Specialty Industrial Machinery names. CMI ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
37,797 | $16,106,057 | |
| 2 | PNR |
PENTAIR plc
|
61,213 | $4,692,588 | |
| 3 | MWA |
Mueller Water Products, Inc.
|
174,205 | $4,499,715 | |
| 4 | CMI |
Cummins Inc
This page
|
3,924 | $2,798,636 | |
| 5 | NDSN |
Nordson Corp
|
6,925 | $2,089,203 | |
| 6 | GNRC |
Generac Holdings Inc.
|
4,275 | $1,251,762 | |
| 7 | XYL |
Xylem Inc.
|
9,548 | $1,128,669 | |
| 8 | PH |
Parker-Hannifin Corp
|
400 | $391,248 |
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,798,636 | 3,924 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,951,398 | 3,627 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,179,111 | 4,269 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,586,844 | 3,757 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,349,300 | 4,120 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $572,028 | 1,825 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $617,022 | 1,770 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||