Position in CMI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$637,609
+$153,391 QoQ
Shares Held
894
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,258
of 2,094 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $34,462,947 across 16 Specialty Industrial Machinery names. CMI ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
47,482 | $20,233,029 | |
| 2 | ITW |
Illinois Tool Works Inc
|
12,782 | $3,457,146 | |
| 3 | GEV |
GE Vernova Inc.
|
2,846 | $3,343,650 | |
| 4 | PH |
Parker-Hannifin Corp
|
2,038 | $1,993,408 | |
| 5 | DOV |
DOVER Corp
|
4,483 | $1,005,447 | |
| 6 | MIDD |
MIDDLEBY Corp
|
6,395 | $884,991 | |
| 7 | CMI |
Cummins Inc
This page
|
894 | $637,609 | |
| 8 | CR |
Crane Co
|
2,819 | $628,834 |
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,609 | 894 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $484,218 | 900 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $455,831 | 893 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $365,350 | 865 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $287,544 | 878 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $281,469 | 898 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $322,106 | 924 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||