Position in CMI
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,135,760
+$58,201 QoQ
Shares Held
2,111
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Joel Isaacson & Co., LLC holds $5,612,337 across 7 Specialty Industrial Machinery names. CMI ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,218 | $1,936,092 | |
| 2 | CMI |
Cummins Inc
This page
|
2,111 | $1,135,760 | |
| 3 | EMR |
Emerson Electric Co
|
6,329 | $829,225 | |
| 4 | ITW |
Illinois Tool Works Inc
|
2,997 | $780,089 | |
| 5 | ETN |
Eaton Corp plc
|
1,642 | $587,294 | |
| 6 | GTLS |
Chart Industries Inc
|
1,330 | $274,977 | |
| 7 | SHMD |
SCHMID Group N.V.
|
13,000 | $68,900 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,135,760 | 2,111 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,077,559 | 2,111 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $891,623 | 2,111 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $691,352 | 2,111 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $661,671 | 2,111 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $735,894 | 2,111 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $683,520 | 2,111 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $584,599 | 2,111 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $622,006 | 2,111 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $505,732 | 2,111 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $482,279 | 2,111 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $517,532 | 2,111 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $504,275 | 2,111 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $511,474 | 2,111 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $348,205 | 1,711 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $331,129 | 1,711 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $352,994 | 1,721 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $373,237 | 1,711 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $384,222 | 1,711 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $417,158 | 1,711 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $443,337 | 1,711 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $388,568 | 1,711 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $361,294 | 1,711 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $296,447 | 1,711 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $231,532 | 1,711 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||