Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,327,045
+$1,196,845 QoQ
Shares Held
6,067
+4.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#611
of 2,094 holders
Holding Since
Mar 2020
26 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, 2026Stratos Wealth Partners, LTD. holds $100,447,222 across 18 Specialty Industrial Machinery names. CMI ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
26,615 | $31,268,898 | |
| 2 | PH |
Parker-Hannifin Corp
|
27,540 | $26,937,424 | |
| 3 | ETN |
Eaton Corp plc
|
42,075 | $17,928,999 | |
| 4 | ITW |
Illinois Tool Works Inc
|
22,504 | $6,086,656 | |
| 5 | ROK |
Rockwell Automation, Inc
|
9,019 | $4,465,126 | |
| 6 | CMI |
Cummins Inc
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|
6,067 | $4,327,045 | |
| 7 | EMR |
Emerson Electric Co
|
20,642 | $2,954,902 | |
| 8 | DOV |
DOVER Corp
|
8,991 | $2,016,501 |
All Filings in CMI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,327,045 | 6,067 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,130,200 | 5,818 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,993,278 | 5,864 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,661,603 | 3,934 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $653,362 | 1,995 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $669,507 | 2,136 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $637,938 | 1,830 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $544,938 | 1,683 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $487,396 | 1,760 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $462,895 | 1,571 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $405,352 | 1,692 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $331,038 | 1,449 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $291,495 | 1,189 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $593,616 | 2,485 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $289,051 | 1,193 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $289,391 | 1,422 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $284,876 | 1,472 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $541,490 | 2,640 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $591,159 | 2,710 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $774,058 | 3,447 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $798,477 | 3,275 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $800,131 | 3,088 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $691,973 | 3,047 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $582,590 | 2,759 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $473,692 | 2,734 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $579,710 | 4,284 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||