Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,893,964
+$3,780,085 QoQ
Shares Held
20,883
+1.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#337
of 2,094 holders
Holding Since
Mar 2020
26 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $61,305,235 across 18 Specialty Industrial Machinery names. CMI ranks #1 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
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|
20,883 | $14,893,964 | |
| 2 | ETN |
Eaton Corp plc
|
21,576 | $9,193,965 | |
| 3 | WTS |
Watts Water Technologies Inc
|
20,815 | $8,148,031 | |
| 4 | GEV |
GE Vernova Inc.
|
5,725 | $6,726,073 | |
| 5 | AOS |
Smith A O Corp
|
92,610 | $5,808,499 | |
| 6 | ITW |
Illinois Tool Works Inc
|
13,185 | $3,566,146 | |
| 7 | JBTM |
JBT MAREL Corp
|
18,837 | $2,731,365 | |
| 8 | SXI |
Standex International Corp/De/
|
6,763 | $2,418,922 |
All Filings in CMI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,893,964 | 20,883 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $11,113,879 | 20,657 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,179,365 | 21,901 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,265,530 | 21,937 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,069,415 | 21,586 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,719,526 | 21,438 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,217,414 | 20,704 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,585,888 | 20,340 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,570,164 | 23,725 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,769,373 | 6,005 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,416,098 | 5,911 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,607,444 | 7,036 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,176,285 | 8,877 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,178,585 | 9,120 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,099,442 | 8,665 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,085,163 | 10,246 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,960,071 | 10,128 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,904,036 | 9,283 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,826,486 | 8,373 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,344,216 | 5,986 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,531,126 | 6,280 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,468,635 | 5,668 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,124,145 | 4,950 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,411,182 | 6,683 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,185,618 | 6,843 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $967,267 | 7,148 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||