Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,662,492
+$398,145 QoQ
Shares Held
2,331
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#889
of 2,094 holders
Holding Since
Mar 2020
18 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, 2026Westover Capital Advisors, LLC holds $5,567,571 across 6 Specialty Industrial Machinery names. CMI ranks #1 (29.9% of the industry book) .
All Filings in CMI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,662,492 | 2,331 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,264,347 | 2,350 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,203,130 | 2,357 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,033,539 | 2,447 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $843,640 | 2,576 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,391,987 | 4,441 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,610,183 | 4,619 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,562,934 | 4,827 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,350,310 | 4,876 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,520,983 | 5,162 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,138,436 | 4,752 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,108,031 | 4,850 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,268,457 | 5,174 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,241,220 | 5,196 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $1,312,484 | 5,417 | Shares | Sole | 2023-05-18 | |
| 2022-09-30 | $1,119,508 | 5,501 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,018,741 | 5,264 | Shares | Sole | 2022-08-12 | |
| 2020-03-31 | $313,536 | 2,317 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||