Position in CMI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$351,612
+$76,684 QoQ
Shares Held
493
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,546
of 2,102 holders
Holding Since
Sep 2025
4 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, 2026Plancorp, LLC holds $43,693,900 across 8 Specialty Industrial Machinery names. CMI ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
271,642 | $38,885,552 | |
| 2 | GEV |
GE Vernova Inc.
|
1,704 | $2,001,961 | |
| 3 | FELE |
Franklin Electric Co Inc
|
8,611 | $923,013 | |
| 4 | ETN |
Eaton Corp plc
|
1,613 | $687,331 | |
| 5 | ROK |
Rockwell Automation, Inc
|
742 | $367,349 | |
| 6 | CMI |
Cummins Inc
This page
|
493 | $351,612 | |
| 7 | ITW |
Illinois Tool Works Inc
|
990 | $267,765 | |
| 8 | PH |
Parker-Hannifin Corp
|
214 | $209,317 |
All Filings in CMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,612 | 493 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $274,928 | 511 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $258,798 | 507 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $212,452 | 503 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||