Position in CMI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,477,770
+$223,109 QoQ
Shares Held
2,072
-11.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#925
of 2,094 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Montecito Bank & Trust holds $8,324,752 across 6 Specialty Industrial Machinery names. CMI ranks #3 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,004 | $2,132,303 | |
| 2 | ITW |
Illinois Tool Works Inc
|
5,657 | $1,530,048 | |
| 3 | CMI |
Cummins Inc
This page
|
2,072 | $1,477,770 | |
| 4 | EMR |
Emerson Electric Co
|
10,033 | $1,436,223 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,169 | $1,143,421 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,222 | $604,987 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,477,770 | 2,072 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,254,661 | 2,332 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $1,266,936 | 2,482 | Shares | Defined | 2026-01-09 | |
| 2025-09-30 | $1,041,986 | 2,467 | Shares | Defined | 2025-10-07 | |
| 2025-03-31 | $823,093 | 2,626 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,011,288 | 2,901 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $969,751 | 2,995 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $825,251 | 2,980 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $873,637 | 2,965 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $860,056 | 3,590 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $833,879 | 3,650 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $915,672 | 3,735 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $503,559 | 2,108 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $413,831 | 1,708 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $347,595 | 1,708 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $338,289 | 1,748 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $981,861 | 4,787 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,419,000 | 6,505 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,794,234 | 7,990 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,831,852 | 11,615 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $2,857,982 | 11,030 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $725,584 | 3,195 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $692,815 | 3,281 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $589,950 | 3,405 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $457,246 | 3,379 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||