Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,836,831
+$1,857,456 QoQ
Shares Held
9,586
+3.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#506
of 2,094 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, 2026Forvis Mazars Wealth Advisors, LLC holds $15,617,764 across 8 Specialty Industrial Machinery names. CMI ranks #1 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
9,586 | $6,836,831 | |
| 2 | GEV |
GE Vernova Inc.
|
3,448 | $4,050,917 | |
| 3 | EMR |
Emerson Electric Co
|
11,977 | $1,714,507 | |
| 4 | ETN |
Eaton Corp plc
|
1,887 | $804,088 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,725 | $737,030 | |
| 6 | WTS |
Watts Water Technologies Inc
|
1,490 | $583,260 | |
| 7 | OTIS |
Otis Worldwide Corp
|
8,070 | $577,812 | |
| 8 | DOV |
DOVER Corp
|
1,397 | $313,319 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,836,831 | 9,586 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,979,375 | 9,255 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,893,173 | 9,586 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,154,008 | 9,835 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,378,162 | 10,315 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,710,315 | 8,647 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,158,316 | 9,060 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,055,282 | 9,436 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,595,111 | 9,371 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,716,378 | 9,219 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,036,345 | 8,500 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,896,218 | 8,300 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,073,570 | 12,537 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,297,118 | 5,430 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,216,053 | 5,019 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $932,075 | 4,580 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $826,179 | 4,269 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $885,254 | 4,316 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $787,921 | 3,612 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $661,104 | 2,944 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $675,353 | 2,770 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $607,872 | 2,346 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $672,670 | 2,962 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $526,210 | 2,492 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $443,372 | 2,559 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $252,913 | 1,869 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||