Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$833,029
+$204,622 QoQ
Shares Held
1,168
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,145
of 2,094 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Evercore Wealth Management, LLC holds $131,054,065 across 12 Specialty Industrial Machinery names. CMI ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
370,495 | $108,484,639 | |
| 2 | ITW |
Illinois Tool Works Inc
|
20,072 | $5,428,873 | |
| 3 | EMR |
Emerson Electric Co
|
29,880 | $4,277,321 | |
| 4 | GEV |
GE Vernova Inc.
|
3,577 | $4,202,473 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,523 | $2,467,796 | |
| 6 | OTIS |
Otis Worldwide Corp
|
21,182 | $1,516,630 | |
| 7 | DOV |
DOVER Corp
|
6,574 | $1,474,416 | |
| 8 | ETN |
Eaton Corp plc
|
3,253 | $1,386,168 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,029 | 1,168 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $628,407 | 1,168 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $596,205 | 1,168 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $498,818 | 1,181 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $404,135 | 1,234 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $386,784 | 1,234 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $430,172 | 1,234 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $399,556 | 1,234 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $383,271 | 1,384 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $407,795 | 1,384 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $334,918 | 1,398 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $314,817 | 1,378 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $337,830 | 1,378 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $353,064 | 1,478 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $369,734 | 1,526 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $285,321 | 1,402 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $461,181 | 2,383 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $491,443 | 2,396 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $309,104 | 1,417 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $318,201 | 1,417 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $345,478 | 1,417 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,663,745 | 6,421 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,775,467 | 7,818 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $592,937 | 2,808 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $484,261 | 2,795 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $368,611 | 2,724 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||