Position in CMI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$80,668,028
+$6,196,436 QoQ
Shares Held
149,935
+2.8% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 18.414769165099308.ToString("F0")%
Shared 7.998185868448784.ToString("F0")%
None 73.58704496645191.ToString("F0")%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $771,684,564 across 32 Specialty Industrial Machinery names. CMI ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
394,782 | $353,424,637 | |
| 2 | GEV |
GE Vernova Inc.
|
106,736 | $93,169,854 | |
| 3 | CMI |
Cummins Inc
This page
|
149,935 | $80,668,028 | |
| 4 | ETN |
Eaton Corp plc
|
166,230 | $59,455,484 | |
| 5 | EMR |
Emerson Electric Co
|
354,800 | $46,485,896 | |
| 6 | GNRC |
Generac Holdings Inc.
|
147,895 | $28,888,330 | |
| 7 | ITW |
Illinois Tool Works Inc
|
85,364 | $22,219,395 | |
| 8 | ROK |
Rockwell Automation, Inc
|
46,060 | $16,530,012 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,668,028 | 149,935 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $74,471,592 | 145,894 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,306,720 | 59,916 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,135,640 | 55,376 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,857,248 | 34,639 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $11,329,848 | 32,501 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $4,469,273 | 13,803 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $819,158 | 2,958 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $360,356 | 1,223 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $236,216 | 986 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||