Position in CMI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$734,935
+$192,327 QoQ
Shares Held
1,366
+28.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Phoenix Financial Ltd. holds $187,199,024 across 18 Specialty Industrial Machinery names. CMI ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
1,321,566 | $173,151,577 | |
| 2 | GEV |
GE Vernova Inc.
|
5,166 | $4,509,401 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,492 | $2,230,938 | |
| 4 | ROK |
Rockwell Automation, Inc
|
5,636 | $2,022,647 | |
| 5 | CMI |
Cummins Inc
This page
|
1,366 | $734,935 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,638 | $686,645 | |
| 7 | XYL |
Xylem Inc.
|
4,749 | $567,505 | |
| 8 | NDSN |
Nordson Corp
|
1,636 | $435,274 |
All Filings in CMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||