Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,437,831
+$353,183 QoQ
Shares Held
2,016
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#939
of 2,102 holders
Holding Since
Mar 2025
6 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, 2026Southeast Asset Advisors, LLC holds $12,420,853 across 7 Specialty Industrial Machinery names. CMI ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITT |
Itt Inc.
|
24,531 | $4,851,250 | |
| 2 | ETN |
Eaton Corp plc
|
7,073 | $3,013,946 | |
| 3 | CMI |
Cummins Inc
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|
2,016 | $1,437,831 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,411 | $1,380,127 | |
| 5 | MIDD |
MIDDLEBY Corp
|
7,933 | $1,097,767 | |
| 6 | GEV |
GE Vernova Inc.
|
301 | $353,632 | |
| 7 | EMR |
Emerson Electric Co
|
2,000 | $286,300 |
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,437,831 | 2,016 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,084,648 | 2,016 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,029,067 | 2,016 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $851,497 | 2,016 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $660,240 | 2,016 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $631,895 | 2,016 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||