Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$221,095
+$60,228 QoQ
Shares Held
310
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,787
of 2,102 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $19,168,470 across 18 Specialty Industrial Machinery names. CMI ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
103,103 | $14,759,194 | |
| 2 | ETN |
Eaton Corp plc
|
6,725 | $2,865,657 | |
| 3 | GEV |
GE Vernova Inc.
|
566 | $664,970 | |
| 4 | FLS |
Flowserve Corp
|
3,895 | $288,853 | |
| 5 | CMI |
Cummins Inc
This page
|
310 | $221,095 | |
| 6 | PH |
Parker-Hannifin Corp
|
146 | $142,805 | |
| 7 | ROK |
Rockwell Automation, Inc
|
134 | $66,340 | |
| 8 | ITW |
Illinois Tool Works Inc
|
166 | $44,898 |
All Filings in CMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,095 | 310 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $160,867 | 299 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $152,114 | 298 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $127,978 | 303 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $89,735 | 274 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||