Position in CMI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$45,590,200
+$6,851,640 QoQ
Shares Held
84,737
+11.7% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.0290664054663252.ToString("F0")%
Shared 0.ToString("F0")%
None 98.97093359453368.ToString("F0")%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Derivatives in CMI
reported options exposure · as of Sep 30, 2020CallValue
$21,116
CallShares
100
PutValue
$63,348
PutShares
300
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 Mar 31, 2026Creative Planning holds $593,087,822 across 50 Specialty Industrial Machinery names. CMI ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
103,344 | $90,208,976 | |
| 2 | ETN |
Eaton Corp plc
|
245,301 | $87,736,808 | |
| 3 | DOV |
DOVER Corp
|
262,885 | $54,798,377 | |
| 4 | CMI |
Cummins Inc
This page
|
84,737 | $45,590,200 | |
| 5 | PH |
Parker-Hannifin Corp
|
46,359 | $41,502,430 | |
| 6 | EMR |
Emerson Electric Co
|
281,876 | $36,931,393 | |
| 7 | ITW |
Illinois Tool Works Inc
|
96,152 | $25,027,403 | |
| 8 | GGG |
Graco Inc
|
229,123 | $19,395,261 |
All Filings in CMI
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,590,200 | 84,737 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $38,738,560 | 75,891 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $30,068,096 | 71,189 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $22,209,740 | 67,816 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $21,144,348 | 67,459 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,108,908 | 63,422 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $19,749,894 | 60,996 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $16,835,395 | 60,793 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $18,410,026 | 62,481 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $14,594,603 | 60,920 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,595,882 | 59,511 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $7,261,638 | 29,620 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $7,000,617 | 29,306 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,381,122 | 30,464 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,303,470 | 26,060 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,893,986 | 25,288 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,532,725 | 22,099 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,728,620 | 21,677 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,755,282 | 21,176 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,066,371 | 20,780 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,518,006 | 21,296 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,722,544 | 20,795 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $21,116 | 100 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $4,277,256 | 20,256 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $63,348 | 300 | Put | Sole | 2020-11-05 | |
| 2020-06-30 | $2,575,336 | 14,864 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,552,541 | 18,863 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||