Position in CMI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$22,822
+$10,448 QoQ
Shares Held
32
+39.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,993
of 2,094 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Derivatives in CMI
reported options exposure · as of Jun 30, 2020CallValue
$0
CallShares
0
PutValue
$3,465
PutShares
20
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $1,540,043 across 27 Specialty Industrial Machinery names. CMI ranks #16 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GTES |
Gates Industrial Corp Ltd.
|
11,044 | $308,900 | |
| 2 | SMR |
NUSCALE POWER Corp
|
18,117 | $181,713 | |
| 3 | GEV |
GE Vernova Inc.
|
146 | $171,529 | |
| 4 | XYL |
Xylem Inc.
|
1,103 | $130,385 | |
| 5 | NPO |
Enpro Inc.
|
300 | $113,079 | |
| 6 | FLS |
Flowserve Corp
|
1,201 | $89,066 | |
| 7 | IR |
Ingersoll Rand Inc.
|
862 | $70,675 | |
| 8 | GNRC |
Generac Holdings Inc.
|
218 | $63,832 |
All Filings in CMI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,822 | 32 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $12,374 | 23 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $105,152 | 206 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $99,679 | 236 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $30,457 | 93 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,394 | 4 | Shares | Sole | 2025-02-12 | |
| 2023-12-31 | $23,477 | 98 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $45,109 | 184 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $65,930 | 276 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $131,563 | 543 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $447,722 | 2,200 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $56,704 | 293 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $11,896 | 58 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $269,472 | 1,200 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $265,996 | 1,091 | Shares | Sole | 2021-07-19 | |
| 2020-12-31 | $408,780 | 1,800 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $295,624 | 1,400 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $3,465 | 20 | Put | Sole | 2020-08-06 | |
| 2020-06-30 | $589,084 | 3,400 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||