Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$496,394
+$145,605 QoQ
Shares Held
696
+6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,371
of 2,094 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Betterment LLC holds $771,311 across 2 Specialty Industrial Machinery names. CMI ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
696 | $496,394 | |
| 2 | GEV |
GE Vernova Inc.
|
234 | $274,917 |
All Filings in CMI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,394 | 696 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $350,789 | 652 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $334,344 | 655 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $284,255 | 673 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $212,875 | 650 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $204,989 | 654 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $226,590 | 650 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $208,844 | 645 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||