Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,315,710
+$2,699,141 QoQ
Shares Held
17,268
-3.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#375
of 2,094 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $93,806,783 across 28 Specialty Industrial Machinery names. CMI ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
16,399 | $19,266,529 | |
| 2 | ETN |
Eaton Corp plc
|
41,120 | $17,522,054 | |
| 3 | CMI |
Cummins Inc
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|
17,268 | $12,315,710 | |
| 4 | EMR |
Emerson Electric Co
|
40,487 | $5,795,714 | |
| 5 | ROK |
Rockwell Automation, Inc
|
9,565 | $4,735,440 | |
| 6 | PH |
Parker-Hannifin Corp
|
4,703 | $4,600,098 | |
| 7 | AME |
Ametek Inc/
|
16,877 | $4,083,221 | |
| 8 | NDSN |
Nordson Corp
|
11,860 | $3,578,043 |
All Filings in CMI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,315,710 | 17,268 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,616,569 | 17,874 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,081,387 | 19,750 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,602,565 | 10,897 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,468,880 | 10,592 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $3,098,354 | 9,885 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $3,332,964 | 9,561 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $3,480,094 | 10,748 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $2,763,207 | 9,978 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $3,793,029 | 12,873 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $3,890,616 | 16,240 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $3,970,863 | 17,381 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $4,663,923 | 19,024 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $4,060,960 | 17,000 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $2,846,907 | 11,750 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,796,837 | 13,743 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,671,875 | 13,806 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,887,948 | 14,080 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,163,684 | 14,503 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,904,009 | 12,932 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,182,695 | 13,054 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,719,359 | 10,495 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,991,658 | 21,980 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,483,663 | 11,762 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||