Position in CMI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$249,641
New position
Shares Held
464
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $46,865,549 across 11 Specialty Industrial Machinery names. CMI ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
66,373 | $23,739,630 | |
| 2 | XYL |
Xylem Inc.
|
80,251 | $9,589,994 | |
| 3 | EMR |
Emerson Electric Co
|
40,108 | $5,254,950 | |
| 4 | PH |
Parker-Hannifin Corp
|
4,632 | $4,146,751 | |
| 5 | GEV |
GE Vernova Inc.
|
1,807 | $1,577,330 | |
| 6 | ITW |
Illinois Tool Works Inc
|
4,004 | $1,042,201 | |
| 7 | KAI |
Kadant Inc
|
1,549 | $452,850 | |
| 8 | OTIS |
Otis Worldwide Corp
|
4,185 | $322,579 |
All Filings in CMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,641 | 464 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||