Position in CMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$795,942
+$195,512 QoQ
Shares Held
1,116
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,160
of 2,094 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WHALEROCK POINT PARTNERS, LLC holds $2,699,340 across 4 Specialty Industrial Machinery names. CMI ranks #2 (29.5% of the industry book) .
All Filings in CMI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,942 | 1,116 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $600,430 | 1,116 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $569,662 | 1,116 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $555,838 | 1,316 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $430,990 | 1,316 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $412,487 | 1,316 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $458,757 | 1,316 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $426,107 | 1,316 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $364,439 | 1,316 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $407,500 | 1,383 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $331,325 | 1,383 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $315,960 | 1,383 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $339,056 | 1,383 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $327,743 | 1,372 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $332,421 | 1,372 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $279,215 | 1,372 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $265,523 | 1,372 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $281,410 | 1,372 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $299,288 | 1,372 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $308,096 | 1,372 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $334,507 | 1,372 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $355,498 | 1,372 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $311,581 | 1,372 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $61,236 | 290 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $237,712 | 1,372 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||