Position in CMI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$11,118,943
+$2,517,080 QoQ
Shares Held
15,590
-2.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#394
of 2,094 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026YHB Investment Advisors, Inc. holds $30,556,236 across 7 Specialty Industrial Machinery names. CMI ranks #1 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
15,590 | $11,118,943 | |
| 2 | ETN |
Eaton Corp plc
|
23,468 | $10,000,184 | |
| 3 | GEV |
GE Vernova Inc.
|
5,392 | $6,334,845 | |
| 4 | OTIS |
Otis Worldwide Corp
|
18,301 | $1,310,351 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,382 | $1,185,199 | |
| 6 | EMR |
Emerson Electric Co
|
2,814 | $402,824 | |
| 7 | RRX |
Regal Rexnord Corp
|
856 | $203,890 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,118,943 | 15,590 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $8,601,863 | 15,988 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,378,015 | 16,413 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,956,433 | 16,470 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $5,449,600 | 16,640 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,275,195 | 16,830 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,843,930 | 16,764 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,445,500 | 16,818 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,784,519 | 17,277 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,067,685 | 17,199 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $4,217,869 | 17,606 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,167,795 | 18,243 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,467,305 | 18,222 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,261,619 | 17,840 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,253,885 | 17,557 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $3,615,151 | 17,764 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,441,156 | 17,781 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $3,645,830 | 17,775 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,710,779 | 17,011 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,731,288 | 16,616 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,014,331 | 16,465 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $4,214,165 | 16,264 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $3,662,214 | 16,126 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $3,434,306 | 16,264 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,846,488 | 16,429 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,228,991 | 16,472 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||