Position in CMI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,640,422
+$183,598 QoQ
Shares Held
3,049
+6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Crestwood Advisors Group, LLC holds $82,339,122 across 17 Specialty Industrial Machinery names. CMI ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYL |
Xylem Inc.
|
405,001 | $48,397,619 | |
| 2 | GEV |
GE Vernova Inc.
|
9,029 | $7,881,413 | |
| 3 | EMR |
Emerson Electric Co
|
47,158 | $6,178,641 | |
| 4 | ETN |
Eaton Corp plc
|
15,339 | $5,486,300 | |
| 5 | PH |
Parker-Hannifin Corp
|
5,039 | $4,511,114 | |
| 6 | AME |
Ametek Inc/
|
8,475 | $1,816,701 | |
| 7 | CMI |
Cummins Inc
This page
|
3,049 | $1,640,422 | |
| 8 | IR |
Ingersoll Rand Inc.
|
18,067 | $1,447,528 |
All Filings in CMI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,640,422 | 3,049 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,456,824 | 2,854 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,072,397 | 2,539 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $763,402 | 2,331 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $634,402 | 2,024 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $672,798 | 1,930 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $584,440 | 1,805 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $473,550 | 1,710 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $501,788 | 1,703 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $435,538 | 1,818 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||