Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$309,533
+$281,146 QoQ
Shares Held
434
+247.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,599
of 2,094 holders
Holding Since
Mar 2020
5 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 Jun 30, 2026Ellevest, Inc. holds $6,611,780 across 13 Specialty Industrial Machinery names. CMI ranks #10 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,695 | $1,991,387 | |
| 2 | EMR |
Emerson Electric Co
|
4,236 | $606,383 | |
| 3 | ETN |
Eaton Corp plc
|
1,372 | $584,636 | |
| 4 | ITW |
Illinois Tool Works Inc
|
1,795 | $485,493 | |
| 5 | ROK |
Rockwell Automation, Inc
|
923 | $456,958 | |
| 6 | PH |
Parker-Hannifin Corp
|
419 | $409,832 | |
| 7 | DCI |
DONALDSON Co INC
|
4,178 | $375,059 | |
| 8 | XYL |
Xylem Inc.
|
3,047 | $360,185 |
All Filings in CMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,533 | 434 | Shares | Sole | 2026-08-10 | |
| 2020-12-31 | $28,387 | 125 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $866 | 5 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $3,247 | 24 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||