Position in CMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$74,173
+$20,371 QoQ
Shares Held
104
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,904
of 2,094 holders
Holding Since
Sep 2020
24 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, 2026Plante Moran Financial Advisors, LLC holds $1,468,387 across 27 Specialty Industrial Machinery names. CMI ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
540 | $634,424 | |
| 2 | PH |
Parker-Hannifin Corp
|
248 | $242,573 | |
| 3 | ETN |
Eaton Corp plc
|
542 | $230,957 | |
| 4 | ITW |
Illinois Tool Works Inc
|
441 | $119,277 | |
| 5 | CMI |
Cummins Inc
This page
|
104 | $74,173 | |
| 6 | EMR |
Emerson Electric Co
|
485 | $69,427 | |
| 7 | MIDD |
MIDDLEBY Corp
|
205 | $28,381 | |
| 8 | ROK |
Rockwell Automation, Inc
|
55 | $27,229 |
All Filings in CMI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,173 | 104 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $53,802 | 100 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $56,149 | 110 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $43,081 | 102 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $32,750 | 100 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $49,523 | 158 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $55,078 | 158 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $51,158 | 158 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $43,754 | 158 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $46,554 | 158 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $23,957 | 100 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $22,846 | 100 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $24,516 | 100 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $23,888 | 100 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $24,229 | 100 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $20,351 | 100 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $19,353 | 100 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $41,022 | 200 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $46,245 | 212 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $64,897 | 289 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $48,762 | 200 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $25,911 | 100 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $22,710 | 100 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $26,395 | 125 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||