Position in CMI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$108,407
+$28,243 QoQ
Shares Held
152
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,881
of 2,094 holders
Holding Since
Mar 2022
18 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, 2026JFS WEALTH ADVISORS, LLC holds $2,436,237 across 40 Specialty Industrial Machinery names. CMI ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,352 | $1,002,234 | |
| 2 | ROK |
Rockwell Automation, Inc
|
691 | $342,100 | |
| 3 | GEV |
GE Vernova Inc.
|
221 | $259,644 | |
| 4 | EMR |
Emerson Electric Co
|
1,172 | $167,771 | |
| 5 | PH |
Parker-Hannifin Corp
|
170 | $166,280 | |
| 6 | CMI |
Cummins Inc
This page
|
152 | $108,407 | |
| 7 | ITW |
Illinois Tool Works Inc
|
226 | $61,126 | |
| 8 | CR |
Crane Co
|
170 | $37,921 |
All Filings in CMI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,407 | 152 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $80,164 | 149 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $79,119 | 155 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $35,056 | 83 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $27,182 | 83 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $24,761 | 79 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $27,539 | 79 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $27,198 | 84 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $22,708 | 82 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $24,455 | 83 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $20,363 | 85 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $17,134 | 75 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $18,387 | 75 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $19,827 | 83 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $20,836 | 86 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,280 | 80 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $8,515 | 44 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $12,511 | 61 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||