Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$549,171
+$134,358 QoQ
Shares Held
770
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,331
of 2,094 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Choate Investment Advisors holds $28,738,286 across 11 Specialty Industrial Machinery names. CMI ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
71,220 | $10,195,143 | |
| 2 | GEV |
GE Vernova Inc.
|
5,548 | $6,518,123 | |
| 3 | ITW |
Illinois Tool Works Inc
|
11,218 | $3,034,132 | |
| 4 | DOV |
DOVER Corp
|
9,254 | $2,075,487 | |
| 5 | ETN |
Eaton Corp plc
|
4,606 | $1,962,708 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,466 | $1,433,923 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,766 | $1,369,391 | |
| 8 | AME |
Ametek Inc/
|
3,727 | $901,710 |
All Filings in CMI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,171 | 770 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $414,813 | 771 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $335,365 | 657 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $320,578 | 759 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $248,572 | 759 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $237,900 | 759 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $267,724 | 768 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $220,177 | 680 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $246,467 | 890 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $261,354 | 887 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $212,498 | 887 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||