Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,252,078
+$1,287,409 QoQ
Shares Held
7,364
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#564
of 2,102 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $90,934,189 across 21 Specialty Industrial Machinery names. CMI ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
18,651 | $21,912,313 | |
| 2 | ETN |
Eaton Corp plc
|
49,690 | $21,173,902 | |
| 3 | ITW |
Illinois Tool Works Inc
|
49,290 | $13,331,466 | |
| 4 | PNR |
PENTAIR plc
|
83,636 | $6,411,535 | |
| 5 | CMI |
Cummins Inc
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|
7,364 | $5,252,078 | |
| 6 | AME |
Ametek Inc/
|
21,098 | $5,104,450 | |
| 7 | EMR |
Emerson Electric Co
|
31,686 | $4,535,850 | |
| 8 | PH |
Parker-Hannifin Corp
|
4,327 | $4,232,325 |
All Filings in CMI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,252,078 | 7,364 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,964,669 | 7,369 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,587,953 | 7,029 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,587,438 | 6,126 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,888,037 | 5,765 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,753,696 | 5,595 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,863,964 | 5,347 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,521,489 | 4,699 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,280,246 | 4,623 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,312,370 | 4,454 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $639,651 | 2,670 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $596,279 | 2,610 | Shares | Other | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||