Position in CMI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,436,958
+$854,462 QoQ
Shares Held
4,819
+0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#682
of 2,094 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $100,791,950 across 23 Specialty Industrial Machinery names. CMI ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
20,631 | $24,238,536 | |
| 2 | ETN |
Eaton Corp plc
|
53,079 | $22,618,023 | |
| 3 | PH |
Parker-Hannifin Corp
|
17,626 | $17,240,343 | |
| 4 | EMR |
Emerson Electric Co
|
114,675 | $16,415,726 | |
| 5 | CMI |
Cummins Inc
This page
|
4,819 | $3,436,958 | |
| 6 | ITW |
Illinois Tool Works Inc
|
10,022 | $2,710,650 | |
| 7 | ROK |
Rockwell Automation, Inc
|
4,912 | $2,431,832 | |
| 8 | AOS |
Smith A O Corp
|
29,089 | $1,824,462 |
All Filings in CMI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,436,958 | 4,819 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,582,496 | 4,800 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,407,792 | 4,717 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,927,696 | 4,564 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,323,427 | 4,041 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $871,990 | 2,782 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,990,854 | 5,711 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,443,132 | 4,457 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,751,859 | 6,326 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,856,000 | 6,299 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $969,300 | 4,046 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $933,259 | 4,085 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $962,498 | 3,926 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $877,884 | 3,675 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $894,292 | 3,691 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $759,499 | 3,732 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $727,092 | 3,757 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $774,905 | 3,778 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $756,509 | 3,468 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $779,447 | 3,471 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $798,965 | 3,277 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $834,852 | 3,222 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $653,366 | 2,877 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $495,381 | 2,346 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||