Position in CMI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,158,171
+$636,652 QoQ
Shares Held
3,026
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#815
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, 2026Ballentine Partners, LLC holds $26,169,864 across 18 Specialty Industrial Machinery names. CMI ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
4,949 | $5,814,380 | |
| 2 | ETN |
Eaton Corp plc
|
10,950 | $4,666,012 | |
| 3 | CMI |
Cummins Inc
This page
|
3,026 | $2,158,171 | |
| 4 | EMR |
Emerson Electric Co
|
14,640 | $2,095,713 | |
| 5 | XYL |
Xylem Inc.
|
17,674 | $2,089,242 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,652 | $1,615,852 | |
| 7 | ITW |
Illinois Tool Works Inc
|
5,201 | $1,406,712 | |
| 8 | ROK |
Rockwell Automation, Inc
|
2,138 | $1,058,480 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,158,171 | 3,026 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,521,519 | 2,828 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,431,811 | 2,805 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,244,300 | 2,946 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $898,987 | 2,745 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $823,093 | 2,626 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $873,591 | 2,506 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $770,295 | 2,379 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $550,813 | 1,989 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $690,953 | 2,345 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $519,387 | 2,168 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $473,596 | 2,073 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $464,087 | 1,893 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $508,336 | 2,128 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $487,244 | 2,011 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $421,060 | 2,069 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $365,963 | 1,891 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $373,913 | 1,823 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $368,219 | 1,688 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $312,586 | 1,392 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $335,481 | 1,376 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $354,720 | 1,369 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $419,906 | 1,849 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $410,705 | 1,945 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $324,687 | 1,874 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $382,549 | 2,827 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||