Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,135,663
+$9,024,115 QoQ
Shares Held
22,624
+71.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#319
of 2,104 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $106,778,066 across 18 Specialty Industrial Machinery names. CMI ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
16,321 | $19,174,889 | |
| 2 | ETN |
Eaton Corp plc
|
41,085 | $17,507,139 | |
| 3 | CMI |
Cummins Inc
This page
|
22,624 | $16,135,663 | |
| 4 | FLS |
Flowserve Corp
|
180,529 | $13,388,030 | |
| 5 | KAI |
Kadant Inc
|
41,781 | $13,128,843 | |
| 6 | FELE |
Franklin Electric Co Inc
|
70,775 | $7,586,371 | |
| 7 | PH |
Parker-Hannifin Corp
|
5,884 | $5,755,258 | |
| 8 | DCI |
DONALDSON Co INC
|
54,807 | $4,920,024 |
All Filings in CMI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,135,663 | 22,624 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,111,548 | 13,218 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,814,507 | 13,350 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,272,444 | 12,483 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,640,817 | 11,117 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,599,984 | 8,295 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,767,750 | 5,071 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $372,034 | 1,149 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $453,057 | 1,636 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $469,966 | 1,595 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $324,617 | 1,355 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $334,008 | 1,462 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $248,592 | 1,014 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $226,458 | 948 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $236,475 | 976 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $205,138 | 1,008 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||