Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,707,262
+$9,996,718 QoQ
Shares Held
17,817
+253.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#369
of 2,094 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $141,288,819 across 25 Specialty Industrial Machinery names. CMI ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
96,877 | $47,961,865 | |
| 2 | GEV |
GE Vernova Inc.
|
14,743 | $17,320,960 | |
| 3 | ETN |
Eaton Corp plc
|
35,448 | $15,105,101 | |
| 4 | AME |
Ametek Inc/
|
60,673 | $14,679,225 | |
| 5 | CMI |
Cummins Inc
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|
17,817 | $12,707,262 | |
| 6 | PH |
Parker-Hannifin Corp
|
11,562 | $11,309,023 | |
| 7 | EMR |
Emerson Electric Co
|
41,031 | $5,873,587 | |
| 8 | DOV |
DOVER Corp
|
21,455 | $4,811,927 |
All Filings in CMI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,707,262 | 17,817 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,710,544 | 5,038 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,704,874 | 5,299 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,203,890 | 3,676 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $989,843 | 3,158 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,156,306 | 3,317 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,097,648 | 3,390 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $519,520 | 1,876 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $542,450 | 1,841 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $461,172 | 1,925 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $532,768 | 2,332 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,141,219 | 4,655 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $181,071 | 758 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $455,262 | 1,879 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $502,597 | 2,597 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $611,843 | 2,983 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $824,787 | 3,781 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $859,166 | 3,826 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $1,576,475 | 6,466 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,908,345 | 7,365 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $288,417 | 1,270 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $329,198 | 1,559 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $304,764 | 1,759 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $291,479 | 2,154 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||