Position in CMI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,840,635
+$744,330 QoQ
Shares Held
5,385
-6.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#651
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, 2026Sterling Investment Advisors, Ltd. holds $12,726,431 across 5 Specialty Industrial Machinery names. CMI ranks #1 (30.2% of the industry book) .
All Filings in CMI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,840,635 | 5,385 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,096,305 | 5,755 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,052,491 | 5,980 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,555,338 | 6,050 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,981,375 | 6,050 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,896,312 | 6,050 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,187,465 | 6,275 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,141,870 | 6,615 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,880,354 | 6,790 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,047,817 | 6,950 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,665,011 | 6,950 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,587,797 | 6,950 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,703,862 | 6,950 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,660,216 | 6,950 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,708,144 | 7,050 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,439,833 | 7,075 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,369,224 | 7,075 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,451,153 | 7,075 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,525,889 | 6,995 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,570,797 | 6,995 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,705,450 | 6,995 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,794,336 | 6,925 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,572,667 | 6,925 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,462,283 | 6,925 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,225,814 | 7,075 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $984,453 | 7,275 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||