Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,039,860
+$304,925 QoQ
Shares Held
1,458
+6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,047
of 2,102 holders
Holding Since
Jun 2025
5 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, 2026Phoenix Financial Ltd. holds $244,345,384 across 14 Specialty Industrial Machinery names. CMI ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
1,367,937 | $195,820,181 | |
| 2 | IR |
Ingersoll Rand Inc.
|
372,663 | $30,554,639 | |
| 3 | GEV |
GE Vernova Inc.
|
7,489 | $8,798,526 | |
| 4 | ROK |
Rockwell Automation, Inc
|
5,746 | $2,844,729 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,339 | $2,287,822 | |
| 6 | CMI |
Cummins Inc
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|
1,458 | $1,039,860 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,858 | $773,003 | |
| 8 | NDSN |
Nordson Corp
|
1,672 | $504,425 |
All Filings in CMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,039,860 | 1,458 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $734,935 | 1,366 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $542,608 | 1,063 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $423,637 | 1,003 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $217,787 | 665 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||