Position in CMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,040,334
+$505,005 QoQ
Shares Held
5,665
-13.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#629
of 2,094 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Grey Ledge Advisors, LLC holds $7,785,241 across 8 Specialty Industrial Machinery names. CMI ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
5,665 | $4,040,334 | |
| 2 | ITW |
Illinois Tool Works Inc
|
3,922 | $1,060,783 | |
| 3 | EMR |
Emerson Electric Co
|
6,122 | $876,364 | |
| 4 | AME |
Ametek Inc/
|
2,149 | $519,929 | |
| 5 | GNRC |
Generac Holdings Inc.
|
1,520 | $445,071 | |
| 6 | AOS |
Smith A O Corp
|
4,697 | $294,595 | |
| 7 | GEV |
GE Vernova Inc.
|
248 | $291,365 | |
| 8 | DOV |
DOVER Corp
|
1,145 | $256,800 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,040,334 | 5,665 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,535,329 | 6,571 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,013,668 | 7,863 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,710,942 | 8,786 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,916,387 | 8,905 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,788,989 | 8,898 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,100,797 | 8,895 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,027,112 | 9,349 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,572,679 | 9,290 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,726,396 | 9,253 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,218,897 | 9,262 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,109,371 | 9,233 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,315,781 | 9,446 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,037,885 | 8,531 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $2,065,764 | 8,526 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,954,103 | 9,602 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,852,662 | 9,573 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,016,231 | 9,830 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,023,902 | 9,278 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $494,032 | 2,200 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,335,943 | 9,581 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,477,091 | 9,560 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $499,620 | 2,200 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $464,552 | 2,200 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $381,172 | 2,200 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $297,704 | 2,200 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||