Position in CMI
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$26,107,958
-$468,621 QoQ
Shares Held
48,526
-6.8% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 32.75151465193917.ToString("F0")%
Shared 0.ToString("F0")%
None 67.24848534806084.ToString("F0")%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $481,845,364 across 39 Specialty Industrial Machinery names. CMI ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
139,435 | $121,712,811 | |
| 2 | ETN |
Eaton Corp plc
|
273,391 | $97,783,758 | |
| 3 | PH |
Parker-Hannifin Corp
|
43,222 | $38,694,063 | |
| 4 | ITW |
Illinois Tool Works Inc
|
140,131 | $36,474,697 | |
| 5 | EMR |
Emerson Electric Co
|
236,761 | $31,020,426 | |
| 6 | FLS |
Flowserve Corp
|
391,367 | $28,769,388 | |
| 7 | CMI |
Cummins Inc
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|
48,526 | $26,107,958 | |
| 8 | ROK |
Rockwell Automation, Inc
|
46,184 | $16,574,513 |
All Filings in CMI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||