Position in CMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$338,061
+$64,209 QoQ
Shares Held
474
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,557
of 2,094 holders
Holding Since
Sep 2025
4 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, 2026Retirement Planning Group, LLC holds $3,906,657 across 8 Specialty Industrial Machinery names. CMI ranks #7 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CR |
Crane Co
|
3,876 | $864,619 | |
| 2 | ROK |
Rockwell Automation, Inc
|
1,401 | $693,607 | |
| 3 | EMR |
Emerson Electric Co
|
3,384 | $484,419 | |
| 4 | AMSC |
American Superconductor Corp /De/
|
11,000 | $456,610 | |
| 5 | GEV |
GE Vernova Inc.
|
364 | $427,649 | |
| 6 | ETN |
Eaton Corp plc
|
854 | $363,906 | |
| 7 | CMI |
Cummins Inc
This page
|
474 | $338,061 | |
| 8 | PH |
Parker-Hannifin Corp
|
284 | $277,786 |
All Filings in CMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,061 | 474 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $273,852 | 509 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $277,684 | 544 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $239,061 | 566 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||