Position in CMI
as of Sep 30, 2025
· filed Nov 20, 2025
Position Value
$297,770
+$97,668 QoQ
Shares Held
705
+15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Sep 30, 2025First Affirmative Financial Network holds $2,792,650 across 8 Specialty Industrial Machinery names. CMI ranks #5 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
2,701 | $704,312 | |
| 2 | ETN |
Eaton Corp plc
|
945 | $353,666 | |
| 3 | PNR |
PENTAIR plc
|
2,861 | $316,884 | |
| 4 | DOV |
DOVER Corp
|
1,891 | $315,475 | |
| 5 | CMI |
Cummins Inc
This page
|
705 | $297,770 | |
| 6 | OTIS |
Otis Worldwide Corp
|
3,145 | $287,547 | |
| 7 | TNC |
Tennant Co
|
3,270 | $265,066 | |
| 8 | XYL |
Xylem Inc.
|
1,708 | $251,930 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $297,770 | 705 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $200,102 | 611 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $208,751 | 666 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $277,137 | 795 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $303,067 | 936 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $325,669 | 1,176 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $349,160 | 1,185 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $281,973 | 1,177 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $252,448 | 1,105 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $251,779 | 1,027 | Shares | Sole | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||