Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$767,413
+$188,504 QoQ
Shares Held
1,076
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,177
of 2,094 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Rothschild Capital Partners, LLC holds $4,662,356 across 3 Specialty Industrial Machinery names. CMI ranks #2 (16.5% of the industry book) .
All Filings in CMI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,413 | 1,076 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $578,909 | 1,076 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||