Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$417,227
+$102,486 QoQ
Shares Held
585
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,455
of 2,094 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026River Wealth Advisors LLC holds $22,052,786 across 7 Specialty Industrial Machinery names. CMI ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
37,334 | $15,908,764 | |
| 2 | PH |
Parker-Hannifin Corp
|
3,824 | $3,740,330 | |
| 3 | IR |
Ingersoll Rand Inc.
|
9,460 | $775,625 | |
| 4 | ITW |
Illinois Tool Works Inc
|
2,786 | $753,529 | |
| 5 | CMI |
Cummins Inc
This page
|
585 | $417,227 | |
| 6 | EMR |
Emerson Electric Co
|
1,611 | $230,614 | |
| 7 | AME |
Ametek Inc/
|
937 | $226,697 |
All Filings in CMI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,227 | 585 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $314,741 | 585 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $339,959 | 666 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $281,298 | 666 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $218,115 | 666 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $227,557 | 726 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $268,073 | 769 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $248,994 | 769 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $210,743 | 761 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $224,228 | 761 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $211,327 | 862 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $206,631 | 865 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $448,721 | 1,852 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $392,163 | 1,927 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $411,444 | 2,126 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $436,063 | 2,126 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $464,420 | 2,129 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $454,734 | 2,025 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $493,715 | 2,025 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $512,778 | 1,979 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $481,224 | 2,119 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $449,559 | 2,129 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $407,854 | 2,354 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $338,705 | 2,503 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||