Position in CMI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,120,293
-$355,854 QoQ
Shares Held
4,375
-32.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#707
of 2,094 holders
Holding Since
Mar 2020
23 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, 2026Wealthcare Advisory Partners LLC holds $17,831,653 across 13 Specialty Industrial Machinery names. CMI ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
9,012 | $3,840,193 | |
| 2 | GEV |
GE Vernova Inc.
|
3,154 | $3,705,508 | |
| 3 | CMI |
Cummins Inc
This page
|
4,375 | $3,120,293 | |
| 4 | EMR |
Emerson Electric Co
|
19,113 | $2,736,025 | |
| 5 | ROK |
Rockwell Automation, Inc
|
3,913 | $1,937,248 | |
| 6 | FLS |
Flowserve Corp
|
8,549 | $633,993 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,097 | $567,175 | |
| 8 | SYM |
Symbotic Inc.
|
6,792 | $305,300 |
All Filings in CMI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,120,293 | 4,375 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,476,147 | 6,461 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,361,313 | 6,585 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,694,548 | 4,012 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,302,795 | 3,978 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,193,266 | 3,807 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,238,227 | 3,552 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,154,958 | 3,567 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,072,272 | 3,872 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $996,211 | 3,381 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $384,749 | 1,606 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $386,325 | 1,691 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $440,552 | 1,797 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $417,084 | 1,746 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $418,192 | 1,726 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $348,816 | 1,714 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $333,839 | 1,725 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $312,997 | 1,526 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $325,683 | 1,493 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $304,054 | 1,354 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $327,680 | 1,344 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $318,705 | 1,230 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $93,641 | 692 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||