Position in CMI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,550,913
+$2,060,778 QoQ
Shares Held
7,783
+20.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#545
of 2,102 holders
Holding Since
Jun 2022
16 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, 2026Sequoia Financial Advisors, LLC holds $294,974,422 across 33 Specialty Industrial Machinery names. CMI ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
175,147 | $74,633,639 | |
| 2 | PH |
Parker-Hannifin Corp
|
60,061 | $58,746,865 | |
| 3 | ROK |
Rockwell Automation, Inc
|
91,971 | $45,533,002 | |
| 4 | GEV |
GE Vernova Inc.
|
28,951 | $34,013,371 | |
| 5 | XYL |
Xylem Inc.
|
283,835 | $33,552,135 | |
| 6 | ITT |
Itt Inc.
|
44,405 | $8,781,532 | |
| 7 | RRX |
Regal Rexnord Corp
|
24,910 | $5,933,312 | |
| 8 | CMI |
Cummins Inc
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|
7,783 | $5,550,913 |
All Filings in CMI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,550,913 | 7,783 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,490,135 | 6,487 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,265,859 | 6,398 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,994,853 | 4,723 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,319,170 | 4,028 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,247,177 | 3,979 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,446,341 | 4,149 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $970,074 | 2,996 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $822,482 | 2,970 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $786,126 | 2,668 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,387,110 | 5,790 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $439,557 | 1,924 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $497,919 | 2,031 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $255,840 | 1,071 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $251,739 | 1,039 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $293,004 | 1,514 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||