Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$281,717
+$69,200 QoQ
Shares Held
395
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,653
of 2,094 holders
Holding Since
Mar 2021
9 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, 2026Measured Wealth Private Client Group, LLC holds $1,750,458 across 18 Specialty Industrial Machinery names. CMI ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOV |
DOVER Corp
|
2,443 | $547,916 | |
| 2 | CMI |
Cummins Inc
This page
|
395 | $281,717 | |
| 3 | ITW |
Illinois Tool Works Inc
|
961 | $259,921 | |
| 4 | NPO |
Enpro Inc.
|
228 | $85,940 | |
| 5 | EMR |
Emerson Electric Co
|
529 | $75,726 | |
| 6 | PH |
Parker-Hannifin Corp
|
61 | $59,665 | |
| 7 | FLS |
Flowserve Corp
|
794 | $58,883 | |
| 8 | IEX |
Idex Corp /De/
|
234 | $53,106 |
All Filings in CMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,717 | 395 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $212,517 | 395 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $201,627 | 395 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $166,836 | 395 | Shares | Sole | 2025-11-14 | |
| 2023-09-30 | $274,608 | 1,202 | Shares | Sole | 2023-10-18 | |
| 2021-12-31 | $219,885 | 1,008 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $329,429 | 1,467 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $396,922 | 1,628 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $316,373 | 1,221 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||