Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,655,280
+$1,153,667 QoQ
Shares Held
3,723
+33.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#759
of 2,094 holders
Holding Since
Mar 2020
26 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, 2026IHT Wealth Management, LLC holds $24,888,229 across 11 Specialty Industrial Machinery names. CMI ranks #6 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
4,676 | $5,493,645 | |
| 2 | ITW |
Illinois Tool Works Inc
|
15,227 | $4,118,445 | |
| 3 | ETN |
Eaton Corp plc
|
8,211 | $3,498,871 | |
| 4 | PH |
Parker-Hannifin Corp
|
3,310 | $3,237,576 | |
| 5 | ROK |
Rockwell Automation, Inc
|
5,504 | $2,724,919 | |
| 6 | CMI |
Cummins Inc
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|
3,723 | $2,655,280 | |
| 7 | EMR |
Emerson Electric Co
|
15,356 | $2,198,210 | |
| 8 | DOV |
DOVER Corp
|
3,377 | $757,393 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,655,280 | 3,723 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,501,613 | 2,791 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,805,972 | 3,538 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,779,444 | 4,213 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,368,295 | 4,178 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,162,235 | 3,708 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,259,840 | 3,614 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,295,347 | 7,089 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,489,329 | 5,378 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,258,744 | 4,272 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,393,339 | 5,816 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,302,907 | 5,703 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,245,412 | 5,080 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,103,147 | 4,618 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,116,230 | 4,607 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $914,777 | 4,495 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $522,531 | 2,700 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $553,386 | 2,698 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $608,828 | 2,791 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $643,813 | 2,867 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $698,028 | 2,863 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $761,524 | 2,939 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $653,366 | 2,877 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $570,132 | 2,700 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $400,577 | 2,312 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $317,190 | 2,344 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||