Position in CMI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$27,973,522
+$6,675,463 QoQ
Shares Held
39,222
-0.9% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#232
of 2,094 holders
Holding Since
Mar 2022
18 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, 2026Richard C. Young & CO., LTD. holds $52,866,549 across 4 Specialty Industrial Machinery names. CMI ranks #1 (52.9% of the industry book) .
All Filings in CMI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,973,522 | 39,222 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $21,298,059 | 39,586 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $19,831,492 | 38,851 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $16,082,160 | 38,076 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,417,162 | 37,915 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $11,725,163 | 37,408 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $13,127,927 | 37,659 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $12,177,094 | 37,608 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $10,228,963 | 36,937 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,747,358 | 36,475 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,711,963 | 36,365 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,855,825 | 34,386 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,254,292 | 33,669 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,757,866 | 32,476 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,695,614 | 31,762 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,372,508 | 31,313 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,805,900 | 30,000 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,665,548 | 27,622 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||