Position in CMI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$232,506
+$57,650 QoQ
Shares Held
326
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,759
of 2,094 holders
Holding Since
Jun 2023
4 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $61,869,156 across 15 Specialty Industrial Machinery names. CMI ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
55,706 | $23,737,440 | |
| 2 | GEV |
GE Vernova Inc.
|
16,438 | $19,312,348 | |
| 3 | GNRC |
Generac Holdings Inc.
|
36,032 | $10,550,529 | |
| 4 | ITW |
Illinois Tool Works Inc
|
24,228 | $6,552,947 | |
| 5 | EMR |
Emerson Electric Co
|
2,315 | $331,392 | |
| 6 | ROK |
Rockwell Automation, Inc
|
645 | $319,326 | |
| 7 | AME |
Ametek Inc/
|
1,045 | $252,827 | |
| 8 | MIDD |
MIDDLEBY Corp
|
1,819 | $251,650 |
All Filings in CMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,506 | 326 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $174,856 | 325 | Shares | Sole | 2026-04-14 | |
| 2023-09-30 | $616,842 | 2,700 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $661,932 | 2,700 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||