Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$693,240
+$32,014 QoQ
Shares Held
972
-20.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,217
of 2,094 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Keel Point, LLC holds $9,005,170 across 8 Specialty Industrial Machinery names. CMI ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
13,562 | $3,668,114 | |
| 2 | GEV |
GE Vernova Inc.
|
1,362 | $1,600,159 | |
| 3 | ETN |
Eaton Corp plc
|
1,960 | $835,195 | |
| 4 | PH |
Parker-Hannifin Corp
|
731 | $715,005 | |
| 5 | CMI |
Cummins Inc
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|
972 | $693,240 | |
| 6 | MIDD |
MIDDLEBY Corp
|
3,738 | $517,233 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,009 | $499,535 | |
| 8 | EMR |
Emerson Electric Co
|
3,330 | $476,689 |
All Filings in CMI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,240 | 972 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $661,226 | 1,229 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $540,056 | 1,058 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $319,734 | 757 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $226,957 | 693 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $230,862 | 713 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $204,928 | 740 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $215,978 | 733 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||