Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,167,205
+$455,765 QoQ
Shares Held
7,245
-17.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#564
of 2,094 holders
Holding Since
Mar 2020
25 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, 2026Independent Advisor Alliance holds $46,915,713 across 22 Specialty Industrial Machinery names. CMI ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
14,549 | $17,093,037 | |
| 2 | ETN |
Eaton Corp plc
|
20,565 | $8,763,157 | |
| 3 | CMI |
Cummins Inc
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|
7,245 | $5,167,205 | |
| 4 | EMR |
Emerson Electric Co
|
23,256 | $3,329,095 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,362 | $2,310,319 | |
| 6 | ITW |
Illinois Tool Works Inc
|
7,240 | $1,958,202 | |
| 7 | DOV |
DOVER Corp
|
6,431 | $1,442,344 | |
| 8 | CR |
Crane Co
|
5,061 | $1,128,957 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,167,205 | 7,245 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,711,440 | 8,757 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,288,290 | 8,401 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,290,934 | 5,424 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,942,075 | 5,930 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,764,980 | 5,631 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,702,213 | 4,883 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,120,312 | 3,460 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $856,266 | 3,092 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $892,789 | 3,030 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $974,091 | 4,066 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $741,809 | 3,247 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $812,215 | 3,313 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $792,603 | 3,318 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $666,088 | 3,273 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $622,005 | 3,214 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $638,097 | 3,111 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,430,343 | 6,557 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,428,201 | 6,360 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,509,671 | 6,192 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,523,566 | 5,880 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,321,040 | 5,817 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,241,409 | 5,879 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $632,745 | 3,652 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $528,289 | 3,904 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||