Position in CMI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,687,454
+$459,693 QoQ
Shares Held
2,366
+3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#884
of 2,094 holders
Holding Since
Dec 2020
23 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, 2026Belpointe Asset Management LLC holds $21,260,308 across 11 Specialty Industrial Machinery names. CMI ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
8,250 | $8,069,490 | |
| 2 | ETN |
Eaton Corp plc
|
12,801 | $5,454,762 | |
| 3 | GEV |
GE Vernova Inc.
|
1,728 | $2,030,158 | |
| 4 | CMI |
Cummins Inc
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|
2,366 | $1,687,454 | |
| 5 | ITW |
Illinois Tool Works Inc
|
3,585 | $969,634 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,592 | $788,167 | |
| 7 | PSIX |
Power Solutions International, Inc.
|
18,795 | $730,937 | |
| 8 | NPO |
Enpro Inc.
|
1,235 | $465,508 |
All Filings in CMI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,687,454 | 2,366 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,227,761 | 2,282 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,260,301 | 2,469 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $901,759 | 2,135 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $683,492 | 2,087 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $638,790 | 2,038 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $623,994 | 1,790 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $613,582 | 1,895 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $376,347 | 1,359 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $398,956 | 1,354 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $339,231 | 1,416 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $270,039 | 1,182 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $275,069 | 1,122 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $540,824 | 2,264 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $447,267 | 1,846 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $679,723 | 3,340 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $566,655 | 2,928 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $647,327 | 3,156 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $770,688 | 3,533 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $764,177 | 3,403 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $575,879 | 2,362 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,298,659 | 5,012 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,089,092 | 9,199 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||