Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,386,321
+$746,795 QoQ
Shares Held
4,748
-3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#685
of 2,094 holders
Holding Since
Mar 2020
25 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, 2026Fiduciary Group, LLC holds $13,479,243 across 7 Specialty Industrial Machinery names. CMI ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
8,250 | $3,515,490 | |
| 2 | CMI |
Cummins Inc
This page
|
4,748 | $3,386,321 | |
| 3 | ITW |
Illinois Tool Works Inc
|
11,266 | $3,047,115 | |
| 4 | GEV |
GE Vernova Inc.
|
1,586 | $1,863,327 | |
| 5 | EMR |
Emerson Electric Co
|
8,580 | $1,228,227 | |
| 6 | OTIS |
Otis Worldwide Corp
|
3,303 | $236,494 | |
| 7 | IR |
Ingersoll Rand Inc.
|
2,467 | $202,269 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,386,321 | 4,748 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,639,526 | 4,906 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,521,112 | 4,939 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,099,178 | 4,970 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,629,967 | 4,977 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,577,856 | 5,034 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,767,750 | 5,071 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,757,855 | 5,429 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,502,345 | 5,425 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,598,476 | 5,425 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,299,667 | 5,425 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $1,433,205 | 5,846 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,396,492 | 5,846 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,513,101 | 6,245 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,270,919 | 6,245 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,208,594 | 6,245 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,280,911 | 6,245 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,371,446 | 6,287 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,411,808 | 6,287 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,532,833 | 6,287 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,629,024 | 6,287 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,168,883 | 5,147 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,083,673 | 5,132 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $878,774 | 5,072 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $686,343 | 5,072 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||