Position in CMI
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$802,187
+$603,112 QoQ
Shares Held
1,491
+282.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
11 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $2,582,729 across 12 Specialty Industrial Machinery names. CMI ranks #1 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
1,491 | $802,187 | |
| 2 | NDSN |
Nordson Corp
|
2,750 | $731,665 | |
| 3 | AME |
Ametek Inc/
|
3,140 | $673,090 | |
| 4 | GGG |
Graco Inc
|
759 | $64,249 | |
| 5 | EMR |
Emerson Electric Co
|
476 | $62,365 | |
| 6 | DCI |
DONALDSON Co INC
|
719 | $61,021 | |
| 7 | FELE |
Franklin Electric Co Inc
|
649 | $59,818 | |
| 8 | PNR |
PENTAIR plc
|
658 | $57,318 |
All Filings in CMI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $802,187 | 1,491 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $199,075 | 390 | Shares | Sole | 2026-01-14 | |
| 2025-03-31 | $895,498 | 2,857 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $16,513 | 51 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $202,158 | 730 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,473 | 5 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $41,445 | 173 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $885,054 | 3,874 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $949,749 | 3,874 | Shares | Sole | 2023-11-27 | |
| 2023-03-31 | $1,101,236 | 4,610 | Shares | Sole | 2023-11-27 | |
| 2021-06-30 | $975 | 4 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||