Position in CMI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$383,706
+$140,521 QoQ
Shares Held
538
+19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,488
of 2,094 holders
Holding Since
Sep 2023
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, 2026Legacy Advisors, LLC holds $6,042,729 across 10 Specialty Industrial Machinery names. CMI ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,271 | $1,493,247 | |
| 2 | EMR |
Emerson Electric Co
|
9,045 | $1,294,791 | |
| 3 | NNE |
Nano Nuclear Energy Inc.
|
53,492 | $1,130,820 | |
| 4 | AME |
Ametek Inc/
|
2,101 | $508,315 | |
| 5 | ETN |
Eaton Corp plc
|
1,132 | $482,367 | |
| 6 | CMI |
Cummins Inc
This page
|
538 | $383,706 | |
| 7 | NDSN |
Nordson Corp
|
1,008 | $304,103 | |
| 8 | PH |
Parker-Hannifin Corp
|
293 | $286,589 |
All Filings in CMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,706 | 538 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $243,185 | 452 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $237,869 | 466 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $363,276 | 1,159 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $383,460 | 1,100 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $345,807 | 1,068 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $266,406 | 962 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $290,598 | 1,213 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $719,420 | 3,149 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||