Position in CMI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,383,783
+$1,533,713 QoQ
Shares Held
11,755
-7.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#460
of 2,094 holders
Holding Since
Jun 2020
25 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, 2026Prospera Financial Services Inc holds $67,419,888 across 15 Specialty Industrial Machinery names. CMI ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
34,368 | $14,644,892 | |
| 2 | GEV |
GE Vernova Inc.
|
12,403 | $14,571,788 | |
| 3 | CMI |
Cummins Inc
This page
|
11,755 | $8,383,783 | |
| 4 | EMR |
Emerson Electric Co
|
54,425 | $7,790,938 | |
| 5 | ITW |
Illinois Tool Works Inc
|
25,410 | $6,872,642 | |
| 6 | XYL |
Xylem Inc.
|
38,111 | $4,505,101 | |
| 7 | FLS |
Flowserve Corp
|
34,728 | $2,575,428 | |
| 8 | PH |
Parker-Hannifin Corp
|
2,525 | $2,469,753 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,383,783 | 11,755 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,850,070 | 12,732 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,177,069 | 4,265 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,823,371 | 4,317 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,444,930 | 4,412 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,010,530 | 3,224 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,049,983 | 3,012 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $970,722 | 2,998 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $834,390 | 3,013 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $842,404 | 2,859 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $594,612 | 2,482 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $568,408 | 2,488 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $581,029 | 2,370 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $555,396 | 2,325 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $348,413 | 1,438 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $290,205 | 1,426 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $274,619 | 1,419 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $344,379 | 1,679 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $388,725 | 1,782 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $418,355 | 1,863 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $443,490 | 1,819 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $492,568 | 1,901 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $463,284 | 2,040 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $201,657 | 955 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $280,507 | 1,619 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||