Position in CMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$803,787
+$153,859 QoQ
Shares Held
1,127
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,159
of 2,102 holders
Holding Since
Dec 2024
7 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, 2026SFMG, LLC holds $5,286,139 across 7 Specialty Industrial Machinery names. CMI ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,237 | $1,805,470 | |
| 2 | GEV |
GE Vernova Inc.
|
1,090 | $1,280,597 | |
| 3 | CMI |
Cummins Inc
This page
|
1,127 | $803,787 | |
| 4 | PH |
Parker-Hannifin Corp
|
642 | $627,953 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,192 | $322,400 | |
| 6 | ROK |
Rockwell Automation, Inc
|
491 | $243,084 | |
| 7 | XYL |
Xylem Inc.
|
1,716 | $202,848 |
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,787 | 1,127 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $649,928 | 1,208 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $622,238 | 1,219 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $523,316 | 1,239 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $406,100 | 1,240 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $412,173 | 1,315 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $326,986 | 938 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||