Position in CMI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,253,823
+$126,134 QoQ
Shares Held
1,758
-16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#986
of 2,094 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Derivatives in CMI
reported options exposure · as of Dec 31, 2025CallValue
$593,653
CallShares
1,163
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $24,701,266 across 10 Specialty Industrial Machinery names. CMI ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,776 | $10,310,571 | |
| 2 | ETN |
Eaton Corp plc
|
22,373 | $9,533,582 | |
| 3 | CMI |
Cummins Inc
This page
|
1,758 | $1,253,823 | |
| 4 | EMR |
Emerson Electric Co
|
8,267 | $1,183,421 | |
| 5 | PH |
Parker-Hannifin Corp
|
842 | $823,577 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,396 | $691,131 | |
| 7 | GNRC |
Generac Holdings Inc.
|
1,100 | $322,091 | |
| 8 | RRX |
Regal Rexnord Corp
|
971 | $231,282 |
All Filings in CMI
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,253,823 | 1,758 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,127,689 | 2,096 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $593,653 | 1,163 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $1,252,133 | 2,453 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $491,216 | 116,300 | Call | Sole | 2025-10-31 | |
| 2025-09-30 | $874,728 | 2,071 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,190,790 | 3,636 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,517,804 | 4,354 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,568,114 | 4,843 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,352,803 | 4,885 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,137,391 | 7,254 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,506,416 | 6,288 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,657,248 | 7,254 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $4,126,042 | 16,830 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,994,648 | 8,350 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,178,187 | 8,990 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,844,004 | 9,061 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,061,705 | 5,486 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,425,309 | 6,949 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,648,483 | 7,557 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,695,877 | 7,552 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $2,256,949 | 9,257 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,695,356 | 6,543 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $795,304 | 3,502 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $730,824 | 3,461 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $561,189 | 3,239 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $537,761 | 3,974 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||