Position in CMI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,636,657
+$1,529,233 QoQ
Shares Held
5,099
+30.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#660
of 2,063 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $37,678,594 across 24 Specialty Industrial Machinery names. CMI ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
10,342 | $12,150,402 | |
| 2 | CMI |
Cummins Inc
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|
5,099 | $3,636,657 | |
| 3 | ETN |
Eaton Corp plc
|
5,537 | $2,359,426 | |
| 4 | EMR |
Emerson Electric Co
|
16,079 | $2,301,708 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,192 | $2,144,039 | |
| 6 | ITW |
Illinois Tool Works Inc
|
7,764 | $2,099,929 | |
| 7 | AME |
Ametek Inc/
|
5,916 | $1,431,317 | |
| 8 | MIDD |
MIDDLEBY Corp
|
5,820 | $1,244,365 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,636,657 | 5,099 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,107,424 | 3,917 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,575,759 | 3,087 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,177,989 | 2,789 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $762,420 | 2,328 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $495,862 | 1,582 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $402,633 | 1,155 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $349,045 | 1,078 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $254,498 | 919 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $251,041 | 852 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||