Position in CMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,974,719
+$1,217,905 QoQ
Shares Held
5,573
+8.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#639
of 2,102 holders
Holding Since
Mar 2020
22 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, 2026OneDigital Investment Advisors LLC holds $29,171,314 across 23 Specialty Industrial Machinery names. CMI ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,695 | $7,865,687 | |
| 2 | CMI |
Cummins Inc
This page
|
5,573 | $3,974,719 | |
| 3 | ETN |
Eaton Corp plc
|
6,123 | $2,609,132 | |
| 4 | ROK |
Rockwell Automation, Inc
|
4,189 | $2,073,890 | |
| 5 | EMR |
Emerson Electric Co
|
13,951 | $1,997,085 | |
| 6 | WTS |
Watts Water Technologies Inc
|
5,038 | $1,972,125 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,166 | $1,140,487 | |
| 8 | DCI |
DONALDSON Co INC
|
10,236 | $918,885 |
All Filings in CMI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,974,719 | 5,573 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,756,814 | 5,124 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,085,188 | 4,085 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,516,308 | 3,590 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,184,895 | 3,618 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,187,310 | 3,788 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,479,807 | 4,245 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,608,776 | 8,057 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,089,713 | 7,546 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,729,890 | 5,871 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,115,198 | 4,655 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,061,196 | 4,645 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,383,437 | 5,643 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $504,514 | 2,112 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $407,531 | 1,682 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $399,286 | 1,962 | Shares | Sole | 2022-11-08 | |
| 2021-06-30 | $245,760 | 1,008 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $575,482 | 2,221 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $220,059 | 969 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $280,631 | 1,329 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $291,423 | 1,682 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $223,007 | 1,648 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||