Position in CMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$23,229,962
+$4,688,717 QoQ
Shares Held
32,571
-5.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#271
of 2,094 holders
Holding Since
Jun 2020
19 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, 2026Dakota Wealth Management holds $93,003,039 across 16 Specialty Industrial Machinery names. CMI ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
32,571 | $23,229,962 | |
| 2 | ETN |
Eaton Corp plc
|
39,672 | $16,905,032 | |
| 3 | GEV |
GE Vernova Inc.
|
11,696 | $13,741,162 | |
| 4 | DOV |
DOVER Corp
|
51,700 | $11,595,276 | |
| 5 | IEX |
Idex Corp /De/
|
41,407 | $9,397,318 | |
| 6 | ROK |
Rockwell Automation, Inc
|
11,741 | $5,812,734 | |
| 7 | PNR |
PENTAIR plc
|
43,575 | $3,340,459 | |
| 8 | NDSN |
Nordson Corp
|
9,940 | $2,998,798 |
All Filings in CMI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,229,962 | 32,571 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $18,541,245 | 34,462 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $9,743,980 | 19,089 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $7,863,262 | 18,617 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,337,452 | 19,351 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $14,725,724 | 46,981 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $13,764,471 | 39,485 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $11,713,103 | 36,175 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,244,771 | 22,550 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $6,620,490 | 22,469 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,221,497 | 13,447 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,071,873 | 13,446 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,123,338 | 12,740 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $746,500 | 3,125 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $502,751 | 2,075 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $371,812 | 1,827 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $225,655 | 1,166 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $246,542 | 1,202 | Shares | Sole | 2022-05-13 | |
| 2020-06-30 | $576,782 | 3,329 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||