Position in CMI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,836,356
+$850,884 QoQ
Shares Held
5,379
-3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#654
of 2,094 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $173,045,195 across 25 Specialty Industrial Machinery names. CMI ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
32,593 | $38,292,211 | |
| 2 | ETN |
Eaton Corp plc
|
78,941 | $33,638,338 | |
| 3 | PH |
Parker-Hannifin Corp
|
29,094 | $28,457,423 | |
| 4 | ITW |
Illinois Tool Works Inc
|
84,715 | $22,912,866 | |
| 5 | EMR |
Emerson Electric Co
|
142,732 | $20,432,085 | |
| 6 | XYL |
Xylem Inc.
|
73,869 | $8,732,054 | |
| 7 | DOV |
DOVER Corp
|
22,986 | $5,155,300 | |
| 8 | CMI |
Cummins Inc
This page
|
5,379 | $3,836,356 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,836,356 | 5,379 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,985,472 | 5,549 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,616,566 | 5,126 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,184,920 | 5,173 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,049,637 | 3,205 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,036,232 | 3,306 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $994,904 | 2,854 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $927,334 | 2,864 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $783,434 | 2,829 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $793,492 | 2,693 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,152,331 | 4,810 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $731,072 | 3,200 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,116,703 | 4,555 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,133,963 | 4,747 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,153,784 | 4,762 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,156,954 | 5,685 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,092,283 | 5,644 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,152,513 | 5,619 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,326,291 | 6,080 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,500,734 | 6,683 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,974,861 | 8,100 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,936,588 | 7,474 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,010,970 | 8,855 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,964,632 | 9,304 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,753,217 | 10,119 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,263,212 | 9,335 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||