Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$72,330,192
+$20,601,184 QoQ
Shares Held
101,415
+5.5% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#135
of 2,105 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NewEdge Advisors, LLC holds $370,251,151 across 44 Specialty Industrial Machinery names. CMI ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
69,996 | $82,235,500 | |
| 2 | CMI |
Cummins Inc
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|
101,415 | $72,330,192 | |
| 3 | ETN |
Eaton Corp plc
|
158,898 | $67,709,615 | |
| 4 | EMR |
Emerson Electric Co
|
438,351 | $62,749,945 | |
| 5 | ROK |
Rockwell Automation, Inc
|
47,895 | $23,711,856 | |
| 6 | PH |
Parker-Hannifin Corp
|
17,785 | $17,395,864 | |
| 7 | ITW |
Illinois Tool Works Inc
|
33,696 | $9,113,757 | |
| 8 | GNRC |
Generac Holdings Inc.
|
22,508 | $6,590,567 |
All Filings in CMI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,330,192 | 101,415 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $51,729,008 | 96,147 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $21,999,884 | 43,099 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $17,893,705 | 42,365 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $13,191,372 | 40,279 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,074,396 | 44,903 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,588,725 | 30,375 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,210,479 | 22,269 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,114,614 | 22,080 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,198,341 | 4,067 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,045,004 | 4,362 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $779,962 | 3,414 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $877,182 | 3,578 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,435,191 | 6,008 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $107,407 | 3,534 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $576,747 | 2,834 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $460,988 | 2,382 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $978,357 | 4,485 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $584,529 | 2,603 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $680,717 | 2,792 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $689,232 | 2,660 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $645,872 | 2,844 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $601,806 | 2,850 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $457,059 | 2,638 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $437,354 | 3,232 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||