Position in CMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$920,754
+$220,790 QoQ
Shares Held
1,291
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,101
of 2,102 holders
Holding Since
Mar 2020
26 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, 2026Sigma Planning Corp holds $23,747,714 across 17 Specialty Industrial Machinery names. CMI ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,248 | $6,165,665 | |
| 2 | ETN |
Eaton Corp plc
|
12,817 | $5,461,580 | |
| 3 | GNRC |
Generac Holdings Inc.
|
6,382 | $1,868,713 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,494 | $1,729,809 | |
| 5 | ITT |
Itt Inc.
|
6,424 | $1,270,410 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,268 | $1,240,256 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,569 | $1,235,777 | |
| 8 | CMI |
Cummins Inc
This page
|
1,291 | $920,754 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $920,754 | 1,291 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $699,964 | 1,301 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $670,731 | 1,314 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $565,975 | 1,340 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $553,475 | 1,690 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $642,865 | 2,051 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $703,823 | 2,019 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $594,154 | 1,835 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $502,351 | 1,814 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $737,508 | 2,503 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $605,153 | 2,526 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,463,743 | 6,407 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,493,759 | 6,093 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,583,535 | 6,629 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,598,387 | 6,597 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,394,857 | 6,854 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $657,808 | 3,399 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,221,430 | 5,955 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,234,672 | 5,660 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,219,360 | 5,430 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,234,410 | 5,063 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,087,624 | 19,635 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,410,054 | 19,419 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,601,648 | 7,585 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,360,610 | 7,853 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,013,817 | 7,492 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||