Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,283,459
+$1,573,274 QoQ
Shares Held
7,408
+7.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#559
of 2,094 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $41,797,206 across 26 Specialty Industrial Machinery names. CMI ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,522 | $10,012,156 | |
| 2 | CMI |
Cummins Inc
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|
7,408 | $5,283,459 | |
| 3 | ETN |
Eaton Corp plc
|
8,836 | $3,765,196 | |
| 4 | PH |
Parker-Hannifin Corp
|
3,469 | $3,393,098 | |
| 5 | GGG |
Graco Inc
|
43,289 | $3,273,081 | |
| 6 | ITW |
Illinois Tool Works Inc
|
8,756 | $2,368,235 | |
| 7 | EMR |
Emerson Electric Co
|
16,368 | $2,343,079 | |
| 8 | CR |
Crane Co
|
7,258 | $1,619,042 |
All Filings in CMI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,283,459 | 7,408 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,710,185 | 6,896 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,935,597 | 5,751 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,181,118 | 5,164 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,643,722 | 5,019 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,795,070 | 5,727 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,189,905 | 6,282 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,927,198 | 5,952 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,514,253 | 5,468 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,571,663 | 5,334 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,136,280 | 4,743 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,053,885 | 4,613 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,205,696 | 4,918 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,165,495 | 4,879 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,417,881 | 5,852 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,585,342 | 7,790 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,048,352 | 5,417 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $882,383 | 4,302 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $999,953 | 4,584 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,050,042 | 4,676 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,198,082 | 4,914 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,193,201 | 4,605 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $997,196 | 4,391 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $882,648 | 4,180 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $593,242 | 3,424 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $288,772 | 2,134 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||