Position in CMI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$285,284
+$70,076 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,643
of 2,094 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Derivatives in CMI
reported options exposure · as of Dec 31, 2024CallValue
$116,818
CallShares
120,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Columbia Asset Management holds $6,329,655 across 6 Specialty Industrial Machinery names. CMI ranks #6 (4.5% of the industry book) .
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,284 | 400 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $215,208 | 400 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $204,180 | 400 | Shares | Sole | 2026-01-28 | |
| 2024-12-31 | $116,818 | 120,000 | Call | Sole | 2025-02-12 | |
| 2024-12-31 | $139,440 | 400 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $234,747 | 725 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $200,774 | 725 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||