Position in CMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,101,033
+$3,792,391 QoQ
Shares Held
16,967
+9.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#382
of 2,094 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Lido Advisors, LLC holds $171,741,834 across 21 Specialty Industrial Machinery names. CMI ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
43,848 | $51,515,260 | |
| 2 | ETN |
Eaton Corp plc
|
108,840 | $46,378,900 | |
| 3 | EMR |
Emerson Electric Co
|
154,770 | $22,155,323 | |
| 4 | CMI |
Cummins Inc
This page
|
16,967 | $12,101,033 | |
| 5 | PH |
Parker-Hannifin Corp
|
10,698 | $10,463,925 | |
| 6 | ITW |
Illinois Tool Works Inc
|
28,789 | $7,786,559 | |
| 7 | ROK |
Rockwell Automation, Inc
|
8,004 | $3,962,620 | |
| 8 | NNE |
Nano Nuclear Energy Inc.
|
171,932 | $3,634,642 |
All Filings in CMI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,101,033 | 16,967 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $8,308,642 | 15,443 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $8,711,849 | 17,067 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $7,152,412 | 16,934 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,468,594 | 16,698 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,188,498 | 13,363 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,052,607 | 14,494 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,499,708 | 13,897 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,699,784 | 13,360 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,883,191 | 13,179 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,054,996 | 12,752 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,810,971 | 12,304 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,272,394 | 13,348 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,856,048 | 11,956 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,048,804 | 8,456 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,554,816 | 7,640 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,464,054 | 7,565 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,490,124 | 7,265 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,547,703 | 7,095 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,433,141 | 6,382 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $246,735 | 1,012 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $449,037 | 1,733 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $758,514 | 3,340 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $410,917 | 1,946 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||