Position in CMI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$16,865,985
+$4,432,884 QoQ
Shares Held
23,648
+2.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#310
of 2,094 holders
Holding Since
Dec 2022
15 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, 2026Merit Financial Group, LLC holds $98,431,513 across 28 Specialty Industrial Machinery names. CMI ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
18,386 | $21,600,970 | |
| 2 | CMI |
Cummins Inc
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|
23,648 | $16,865,985 | |
| 3 | ETN |
Eaton Corp plc
|
37,080 | $15,800,525 | |
| 4 | ITW |
Illinois Tool Works Inc
|
40,725 | $11,014,886 | |
| 5 | PH |
Parker-Hannifin Corp
|
5,555 | $5,433,451 | |
| 6 | EMR |
Emerson Electric Co
|
31,001 | $4,437,787 | |
| 7 | NDSN |
Nordson Corp
|
8,945 | $2,698,613 | |
| 8 | OTIS |
Otis Worldwide Corp
|
36,367 | $2,603,875 |
All Filings in CMI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,865,985 | 23,648 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $12,433,101 | 23,109 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $10,290,158 | 20,159 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $7,793,567 | 18,452 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $5,627,760 | 17,184 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,804,908 | 18,520 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,474,281 | 12,835 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,497,852 | 4,626 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,988,911 | 7,182 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,756,997 | 5,963 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,165,028 | 4,863 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $781,333 | 3,420 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $643,054 | 2,623 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $563,995 | 2,361 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $419,403 | 1,731 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||