Position in CMI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,464,933
+$265,149 QoQ
Shares Held
2,054
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#928
of 2,091 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $30,687,263 across 35 Specialty Industrial Machinery names. CMI ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
14,814 | $17,404,376 | |
| 2 | ETN |
Eaton Corp plc
|
12,326 | $5,252,355 | |
| 3 | PH |
Parker-Hannifin Corp
|
4,697 | $4,594,229 | |
| 4 | CMI |
Cummins Inc
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|
2,054 | $1,464,933 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,288 | $1,159,775 | |
| 6 | EMR |
Emerson Electric Co
|
1,777 | $254,377 | |
| 7 | AME |
Ametek Inc/
|
334 | $80,807 | |
| 8 | ROK |
Rockwell Automation, Inc
|
108 | $53,468 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,464,933 | 2,054 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,199,784 | 2,230 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,408,842 | 2,760 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,209,245 | 2,863 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,112,845 | 3,398 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,087,323 | 3,469 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,144,802 | 3,284 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,282,208 | 3,960 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,212,122 | 4,377 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,289,683 | 4,377 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $879,221 | 3,670 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,230,257 | 5,385 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,385,154 | 5,650 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,343,700 | 5,625 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,345,436 | 5,553 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $999,030 | 4,909 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $855,402 | 4,420 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $820 | 4 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $872 | 4 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $673 | 3 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $731 | 3 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $777 | 3 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $681 | 3 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,055 | 5 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $246,895 | 1,425 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||