Position in CMI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,027,022
+$119,921 QoQ
Shares Held
1,440
-14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,049
of 2,094 holders
Holding Since
Jun 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 Jun 30, 2026Dynamic Advisor Solutions LLC holds $30,897,857 across 10 Specialty Industrial Machinery names. CMI ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
72,039 | $10,312,382 | |
| 2 | GEV |
GE Vernova Inc.
|
8,366 | $9,828,878 | |
| 3 | ETN |
Eaton Corp plc
|
10,138 | $4,320,004 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,932 | $1,889,727 | |
| 5 | CMI |
Cummins Inc
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|
1,440 | $1,027,022 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,626 | $980,724 | |
| 7 | DCI |
DONALDSON Co INC
|
9,245 | $829,923 | |
| 8 | ITT |
Itt Inc.
|
3,823 | $756,036 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,027,022 | 1,440 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $907,101 | 1,686 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $785,072 | 1,538 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $615,393 | 1,457 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $494,852 | 1,511 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $481,757 | 1,537 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $516,973 | 1,483 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $493,455 | 1,524 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $447,241 | 1,615 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $514,753 | 1,747 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $398,165 | 1,662 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $384,498 | 1,683 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $375,830 | 1,533 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $412,068 | 1,725 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $381,606 | 1,575 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $286,135 | 1,406 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $204,367 | 1,056 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $200,802 | 979 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $267,439 | 1,226 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $328,531 | 1,463 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $353,036 | 1,448 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $376,745 | 1,454 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $337,243 | 1,485 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $285,066 | 1,350 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $258,677 | 1,493 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||