Position in CMI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$310,959
+$95,751 QoQ
Shares Held
436
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,603
of 2,102 holders
Holding Since
Mar 2022
11 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, 2026Avior Wealth Management, LLC holds $12,799,108 across 14 Specialty Industrial Machinery names. CMI ranks #11 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
4,983 | $5,854,327 | |
| 2 | ETN |
Eaton Corp plc
|
3,726 | $1,587,723 | |
| 3 | PH |
Parker-Hannifin Corp
|
817 | $799,124 | |
| 4 | IEX |
Idex Corp /De/
|
2,532 | $574,637 | |
| 5 | EMR |
Emerson Electric Co
|
3,719 | $532,374 | |
| 6 | PNR |
PENTAIR plc
|
6,871 | $526,730 | |
| 7 | RRX |
Regal Rexnord Corp
|
2,150 | $512,108 | |
| 8 | AME |
Ametek Inc/
|
1,950 | $471,783 |
All Filings in CMI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,959 | 436 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $215,208 | 400 | Shares | Sole | 2026-04-09 | |
| 2024-12-31 | $120,964 | 347 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $110,736 | 342 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $65,355 | 236 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $96,645 | 328 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,593 | 15 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,426 | 15 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,677 | 15 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,583 | 15 | Shares | Sole | 2023-05-10 | |
| 2022-03-31 | $13,537 | 66 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||