Position in CMI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,140,776
+$465,823 QoQ
Shares Held
59,739
-3.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 57.28920805503942.ToString("F0")%
Shared 0.ToString("F0")%
None 42.71079194496058.ToString("F0")%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $367,051,712 across 46 Specialty Industrial Machinery names. CMI ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AME |
Ametek Inc/
|
324,420 | $69,542,671 | |
| 2 | ETN |
Eaton Corp plc
|
154,580 | $55,288,628 | |
| 3 | GEV |
GE Vernova Inc.
|
50,478 | $44,062,246 | |
| 4 | EMR |
Emerson Electric Co
|
266,922 | $34,972,120 | |
| 5 | CMI |
Cummins Inc
This page
|
59,739 | $32,140,776 | |
| 6 | ITW |
Illinois Tool Works Inc
|
56,911 | $14,813,364 | |
| 7 | ROK |
Rockwell Automation, Inc
|
37,285 | $13,380,840 | |
| 8 | PH |
Parker-Hannifin Corp
|
14,330 | $12,828,789 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,140,776 | 59,739 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,674,953 | 62,053 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,884,773 | 58,917 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $18,588,245 | 56,758 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $17,561,102 | 56,027 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,558,069 | 53,236 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,497,424 | 50,951 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,493,131 | 52,335 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $15,136,759 | 51,372 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,149,962 | 59,064 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,304,276 | 71,366 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $14,085,667 | 57,455 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $13,924,792 | 58,292 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,143,747 | 54,248 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,040,417 | 54,250 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $7,345,624 | 37,956 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $5,878,247 | 28,659 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,342,017 | 47,410 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,389,717 | 46,267 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $9,836,758 | 40,346 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,571,523 | 36,940 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,083,021 | 31,189 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,554,563 | 26,305 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $4,508,225 | 26,020 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,241,996 | 23,958 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||