Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$527,062
+$130,543 QoQ
Shares Held
739
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,350
of 2,094 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sendero Wealth Management, LLC holds $11,432,790 across 6 Specialty Industrial Machinery names. CMI ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,125 | $7,196,016 | |
| 2 | GTES |
Gates Industrial Corp Ltd.
|
43,093 | $1,205,311 | |
| 3 | MWA |
Mueller Water Products, Inc.
|
43,819 | $1,131,844 | |
| 4 | DCI |
DONALDSON Co INC
|
9,388 | $842,760 | |
| 5 | EMR |
Emerson Electric Co
|
3,701 | $529,797 | |
| 6 | CMI |
Cummins Inc
This page
|
739 | $527,062 |
All Filings in CMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,062 | 739 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $396,519 | 737 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $511,981 | 1,003 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $510,645 | 1,209 | Shares | Other | 2025-10-08 | |
| 2025-03-31 | $233,825 | 746 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||