Position in CMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$42,817,562
+$10,383,028 QoQ
Shares Held
60,035
-0.4% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#182
of 2,094 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $105,789,553 across 7 Specialty Industrial Machinery names. CMI ranks #1 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
60,035 | $42,817,562 | |
| 2 | PH |
Parker-Hannifin Corp
|
27,778 | $27,170,217 | |
| 3 | EMR |
Emerson Electric Co
|
113,935 | $16,309,794 | |
| 4 | ITW |
Illinois Tool Works Inc
|
40,057 | $10,834,216 | |
| 5 | ETN |
Eaton Corp plc
|
18,104 | $7,714,476 | |
| 6 | OTIS |
Otis Worldwide Corp
|
9,731 | $696,739 | |
| 7 | ROK |
Rockwell Automation, Inc
|
498 | $246,549 |
All Filings in CMI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,817,562 | 60,035 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $32,434,534 | 60,285 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $31,035,360 | 60,800 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $26,223,263 | 62,086 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $20,767,102 | 63,411 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $19,644,538 | 62,674 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $21,410,663 | 61,419 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $20,586,891 | 63,581 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $18,488,954 | 66,764 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $20,794,039 | 70,572 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $17,177,647 | 71,702 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||