Position in CMI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$18,624,638
+$1,260,150 QoQ
Shares Held
34,617
+1.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $206,715,114 across 42 Specialty Industrial Machinery names. CMI ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
77,056 | $67,262,182 | |
| 2 | ETN |
Eaton Corp plc
|
165,592 | $59,227,290 | |
| 3 | CMI |
Cummins Inc
This page
|
34,617 | $18,624,638 | |
| 4 | PH |
Parker-Hannifin Corp
|
20,746 | $18,572,649 | |
| 5 | EMR |
Emerson Electric Co
|
67,494 | $8,843,063 | |
| 6 | ITW |
Illinois Tool Works Inc
|
29,032 | $7,556,739 | |
| 7 | GNRC |
Generac Holdings Inc.
|
25,023 | $4,887,742 | |
| 8 | AME |
Ametek Inc/
|
17,884 | $3,833,614 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,624,638 | 34,617 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,364,488 | 34,018 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,293,845 | 33,842 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,235,357 | 31,253 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,257,136 | 29,534 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,019,091 | 5,792 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,033,724 | 6,281 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,760,997 | 6,359 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,939,091 | 6,581 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,325,061 | 5,531 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,160,805 | 5,081 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $839,427 | 3,424 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $848,979 | 3,554 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $757,883 | 3,128 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $614,193 | 3,018 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $490,598 | 2,535 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $738,601 | 3,601 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $408,358 | 1,872 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $163,704 | 729 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $126,537 | 519 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $580,665 | 2,241 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $167,826 | 739 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $54,479 | 258 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $12,647 | 73 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $33,694 | 249 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||