Position in CMI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$800,221
+$296,097 QoQ
Shares Held
1,122
+19.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,157
of 2,094 holders
Holding Since
Mar 2026
2 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, 2026LVW Advisors, LLC holds $6,632,299 across 9 Specialty Industrial Machinery names. CMI ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
2,147 | $2,100,023 | |
| 2 | GEV |
GE Vernova Inc.
|
1,158 | $1,360,487 | |
| 3 | CMI |
Cummins Inc
This page
|
1,122 | $800,221 | |
| 4 | NDSN |
Nordson Corp
|
2,153 | $649,538 | |
| 5 | EMR |
Emerson Electric Co
|
4,517 | $646,608 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,342 | $362,970 | |
| 7 | ETN |
Eaton Corp plc
|
659 | $280,813 | |
| 8 | XYL |
Xylem Inc.
|
1,835 | $216,915 |
All Filings in CMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,221 | 1,122 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $504,124 | 937 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||