Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,326,488
+$2,533,090 QoQ
Shares Held
15,881
-2.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#389
of 2,094 holders
Holding Since
Jun 2020
14 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, 2026L & S Advisors Inc holds $47,903,270 across 6 Specialty Industrial Machinery names. CMI ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
30,393 | $12,951,065 | |
| 2 | CMI |
Cummins Inc
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|
15,881 | $11,326,488 | |
| 3 | ROK |
Rockwell Automation, Inc
|
20,767 | $10,281,326 | |
| 4 | DOV |
DOVER Corp
|
41,074 | $9,212,076 | |
| 5 | SMERY |
Siemens Energy AG/ADR
|
59,440 | $2,267,041 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,907 | $1,865,274 |
All Filings in CMI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,326,488 | 15,881 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,793,398 | 16,344 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,248,872 | 16,160 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,386,923 | 24,592 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,387,887 | 19,505 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $9,115,541 | 26,149 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $10,993,318 | 33,952 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $5,516,817 | 23,028 | Shares | Sole | 2024-02-13 | |
| 2021-09-30 | $5,402,239 | 24,057 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,112,939 | 20,971 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,487,312 | 36,615 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $7,009,895 | 30,867 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,199,235 | 29,358 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,681,315 | 9,704 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||