Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$89,422,983
+$8,754,955 QoQ
Shares Held
125,381
-16.4% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#116
of 2,102 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 16%
Shared 8%
None 76%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $672,595,036 across 29 Specialty Industrial Machinery names. CMI ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
205,230 | $200,739,567 | |
| 2 | GEV |
GE Vernova Inc.
|
103,816 | $121,969,265 | |
| 3 | CMI |
Cummins Inc
This page
|
125,381 | $89,422,983 | |
| 4 | ETN |
Eaton Corp plc
|
160,889 | $68,558,020 | |
| 5 | GNRC |
Generac Holdings Inc.
|
144,449 | $42,296,111 | |
| 6 | EMR |
Emerson Electric Co
|
287,663 | $41,178,958 | |
| 7 | ITW |
Illinois Tool Works Inc
|
96,086 | $25,988,380 | |
| 8 | ROK |
Rockwell Automation, Inc
|
32,561 | $16,120,299 |
All Filings in CMI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,422,983 | 125,381 | Shares | Sole | 2026-08-12 | |
| 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 | $8,772,519 | 25,165 | Shares | Sole | 2025-05-20 | |
| 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. | ||||||