Position in CMI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,746,491
+$519,986 QoQ
Shares Held
5,253
-12.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#662
of 2,094 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CHICAGO TRUST Co NA holds $14,275,591 across 7 Specialty Industrial Machinery names. CMI ranks #1 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
5,253 | $3,746,491 | |
| 2 | GEV |
GE Vernova Inc.
|
2,295 | $2,696,303 | |
| 3 | EMR |
Emerson Electric Co
|
18,692 | $2,675,759 | |
| 4 | ITW |
Illinois Tool Works Inc
|
7,494 | $2,026,902 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,437 | $1,405,558 | |
| 6 | ETN |
Eaton Corp plc
|
2,298 | $979,223 | |
| 7 | OTIS |
Otis Worldwide Corp
|
10,410 | $745,355 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,746,491 | 5,253 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,226,505 | 5,997 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,203,583 | 6,276 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,653,750 | 6,283 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,020,347 | 6,169 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,969,969 | 6,285 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,216,747 | 6,359 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,107,548 | 6,509 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,767,643 | 6,383 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,049,879 | 6,957 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,651,355 | 6,893 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,593,965 | 6,977 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,691,603 | 6,900 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,679,087 | 7,029 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,152,988 | 8,886 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,947,590 | 9,570 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,906,270 | 9,850 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,060,124 | 10,044 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,965,658 | 9,011 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,075,382 | 9,242 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,214,525 | 9,083 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,571,665 | 9,925 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,267,365 | 9,984 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,146,651 | 10,166 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,697,774 | 9,799 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,339,261 | 9,897 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||