Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$22,087,400
+$4,986,435 QoQ
Shares Held
30,969
-2.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#278
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, 2026Allworth Financial LP holds $100,358,061 across 57 Specialty Industrial Machinery names. CMI ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
69,615 | $29,664,343 | |
| 2 | CMI |
Cummins Inc
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|
30,969 | $22,087,400 | |
| 3 | PH |
Parker-Hannifin Corp
|
15,111 | $14,780,371 | |
| 4 | GEV |
GE Vernova Inc.
|
10,110 | $11,877,834 | |
| 5 | EMR |
Emerson Electric Co
|
24,557 | $3,515,334 | |
| 6 | NDSN |
Nordson Corp
|
11,475 | $3,461,892 | |
| 7 | OTIS |
Otis Worldwide Corp
|
43,593 | $3,121,258 | |
| 8 | ROK |
Rockwell Automation, Inc
|
5,199 | $2,573,920 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,087,400 | 30,969 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $17,100,965 | 31,785 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,684,568 | 32,686 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $14,091,530 | 33,363 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $10,774,750 | 32,900 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,771,249 | 5,651 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,025,366 | 5,810 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $892,365 | 2,756 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $685,124 | 2,474 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $647,935 | 2,199 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $492,316 | 2,055 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $476,338 | 2,085 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $504,539 | 2,058 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $499,736 | 2,092 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $467,619 | 1,930 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $381,581 | 1,875 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $332,678 | 1,719 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $371,659 | 1,812 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $45,591 | 209 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $46,483 | 207 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $13,653 | 56 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $14,510 | 56 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $7,494 | 33 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $6,968 | 33 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $5,717 | 33 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $4,465 | 33 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||