Position in CMI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$31,633,716
+$5,525,758 QoQ
Shares Held
44,354
-8.6% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#220
of 2,094 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $631,413,526 across 47 Specialty Industrial Machinery names. CMI ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
153,511 | $180,353,933 | |
| 2 | ETN |
Eaton Corp plc
|
314,815 | $134,148,967 | |
| 3 | PH |
Parker-Hannifin Corp
|
46,177 | $45,166,647 | |
| 4 | ITW |
Illinois Tool Works Inc
|
154,783 | $41,864,158 | |
| 5 | EMR |
Emerson Electric Co
|
253,353 | $36,267,481 | |
| 6 | CMI |
Cummins Inc
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|
44,354 | $31,633,716 | |
| 7 | FLS |
Flowserve Corp
|
399,358 | $29,616,389 | |
| 8 | ROK |
Rockwell Automation, Inc
|
49,950 | $24,729,246 |
All Filings in CMI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,633,716 | 44,354 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $26,107,958 | 48,526 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $26,576,579 | 52,065 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $21,608,449 | 51,160 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $15,112,487 | 46,145 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,922,883 | 31,658 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $8,156,194 | 23,397 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $5,619,375 | 17,355 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,463,834 | 16,119 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,793,955 | 16,270 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,908,105 | 16,313 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,831,731 | 16,772 | Shares | Sole | 2023-11-13 | |
| 2021-03-31 | $3,140,154 | 12,119 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,601,203 | 11,454 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||