Position in CMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$293,129
+$74,155 QoQ
Shares Held
411
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,624
of 2,094 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $20,414,590 across 15 Specialty Industrial Machinery names. CMI ranks #13 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITT |
Itt Inc.
|
59,338 | $11,734,682 | |
| 2 | GEV |
GE Vernova Inc.
|
1,889 | $2,219,310 | |
| 3 | PH |
Parker-Hannifin Corp
|
985 | $963,448 | |
| 4 | ETN |
Eaton Corp plc
|
2,161 | $920,845 | |
| 5 | SXI |
Standex International Corp/De/
|
2,227 | $796,531 | |
| 6 | JBTM |
JBT MAREL Corp
|
3,738 | $542,010 | |
| 7 | XYL |
Xylem Inc.
|
4,292 | $507,357 | |
| 8 | CXT |
Crane NXT, Co.
|
9,177 | $469,495 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,129 | 411 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $218,974 | 407 | Shares | Sole | 2026-04-30 | |
| 2024-03-31 | $320,579 | 1,088 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $234,059 | 977 | Shares | Defined | 2024-02-13 | |
| 2023-06-30 | $242,708 | 990 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $231,713 | 970 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $218,303 | 901 | Shares | Defined | 2023-02-14 | |
| 2020-09-30 | $1,000 | 3,146 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $463,470 | 2,675 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $339,788 | 2,511 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||