Position in CMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$650,447
+$166,768 QoQ
Shares Held
912
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#1,247
of 2,094 holders
Holding Since
Sep 2024
8 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, 2026MORRIS FINANCIAL CONCEPTS, INC. holds $1,186,183 across 2 Specialty Industrial Machinery names. CMI ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
912 | $650,447 | |
| 2 | GEV |
GE Vernova Inc.
|
456 | $535,736 |
All Filings in CMI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,447 | 912 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $483,679 | 899 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $472,166 | 925 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $391,536 | 927 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $303,592 | 927 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $290,558 | 927 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $322,106 | 924 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $293,677 | 907 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||