Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,766,621
+$423,724 QoQ
Shares Held
2,477
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#872
of 2,102 holders
Holding Since
Mar 2020
26 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, 2026Checchi Capital Advisers, LLC holds $12,161,222 across 15 Specialty Industrial Machinery names. CMI ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,866 | $2,192,288 | |
| 2 | ETN |
Eaton Corp plc
|
4,179 | $1,780,755 | |
| 3 | CMI |
Cummins Inc
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|
2,477 | $1,766,621 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,325 | $1,296,009 | |
| 5 | EMR |
Emerson Electric Co
|
8,129 | $1,163,666 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,233 | $874,429 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,397 | $691,626 | |
| 8 | AME |
Ametek Inc/
|
1,738 | $420,491 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,766,621 | 2,477 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,342,897 | 2,496 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,178,629 | 2,309 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,047,477 | 2,480 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $856,085 | 2,614 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $873,557 | 2,787 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $971,199 | 2,786 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $907,259 | 2,802 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $789,250 | 2,850 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $815,885 | 2,769 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $651,869 | 2,721 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $583,486 | 2,554 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $626,628 | 2,556 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $585,733 | 2,452 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $599,183 | 2,473 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $489,238 | 2,404 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $466,020 | 2,408 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $466,009 | 2,272 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $479,689 | 2,199 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $488,193 | 2,174 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $523,216 | 2,146 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $554,754 | 2,141 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $482,587 | 2,125 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $452,515 | 2,143 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $344,614 | 1,989 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $264,956 | 1,958 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||