Position in CMI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$19,056,257
+$2,604,144 QoQ
Shares Held
26,719
-12.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#293
of 2,095 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LMCG INVESTMENTS, LLC holds $68,282,733 across 6 Specialty Industrial Machinery names. CMI ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
41,489 | $20,540,374 | |
| 2 | CMI |
Cummins Inc
This page
|
26,719 | $19,056,257 | |
| 3 | EMR |
Emerson Electric Co
|
98,535 | $14,105,285 | |
| 4 | ETN |
Eaton Corp plc
|
29,624 | $12,623,378 | |
| 5 | GEV |
GE Vernova Inc.
|
1,071 | $1,258,275 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,585 | $699,164 |
All Filings in CMI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,056,257 | 26,719 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $16,452,113 | 30,579 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $17,148,057 | 33,594 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $14,581,479 | 34,523 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,348,202 | 34,651 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $11,173,508 | 35,648 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $13,682,549 | 39,250 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $12,982,035 | 40,094 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $11,410,346 | 41,203 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,143,999 | 41,215 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $9,566,508 | 39,932 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $9,123,092 | 39,933 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $9,722,554 | 39,658 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $9,312,497 | 38,984 | Shares | Other | 2023-05-05 | |
| 2022-12-31 | $9,408,604 | 38,832 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,708,755 | 37,879 | Shares | Other | 2022-11-08 | |
| 2022-06-30 | $5,307,947 | 27,427 | Shares | Other | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||