Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,833,424
-$539,781 QoQ
Shares Held
6,777
-32.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#585
of 2,102 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $27,473,466 across 30 Specialty Industrial Machinery names. CMI ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,090 | $5,980,037 | |
| 2 | CMI |
Cummins Inc
This page
|
6,777 | $4,833,424 | |
| 3 | EMR |
Emerson Electric Co
|
30,838 | $4,414,459 | |
| 4 | ETN |
Eaton Corp plc
|
8,306 | $3,539,352 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,899 | $2,835,569 | |
| 6 | NDSN |
Nordson Corp
|
5,617 | $1,694,592 | |
| 7 | AME |
Ametek Inc/
|
3,078 | $744,691 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1,310 | $648,554 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,833,424 | 6,777 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $5,373,205 | 9,987 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $6,898,731 | 13,515 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $5,691,435 | 13,475 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $6,022,397 | 18,389 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $5,412,168 | 17,267 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $5,660,915 | 16,239 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $5,540,694 | 17,112 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $4,494,573 | 16,230 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,809,277 | 16,322 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $4,152,227 | 17,332 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,071,385 | 17,821 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $4,253,280 | 17,349 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $3,662,985 | 15,334 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $3,804,195 | 15,701 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $3,348,757 | 16,455 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $2,766,124 | 14,293 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $2,197,138 | 10,712 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,933,374 | 8,863 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,352,266 | 10,475 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $156,038 | 640 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $181,117 | 699 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $653,139 | 2,876 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $671,911 | 3,182 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $546,635 | 3,155 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $413,808 | 3,058 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||