Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,843,488
+$615,403 QoQ
Shares Held
5,389
-14.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#650
of 2,094 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IFG Advisory, LLC holds $15,352,555 across 26 Specialty Industrial Machinery names. CMI ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
5,389 | $3,843,488 | |
| 2 | XYL |
Xylem Inc.
|
31,679 | $3,744,774 | |
| 3 | AOS |
Smith A O Corp
|
33,429 | $2,096,666 | |
| 4 | ETN |
Eaton Corp plc
|
4,656 | $1,984,014 | |
| 5 | EMR |
Emerson Electric Co
|
7,658 | $1,096,242 | |
| 6 | GEV |
GE Vernova Inc.
|
736 | $864,696 | |
| 7 | NPO |
Enpro Inc.
|
1,341 | $505,463 | |
| 8 | DOV |
DOVER Corp
|
2,013 | $451,475 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,843,488 | 5,389 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $3,228,085 | 6,324 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,733,156 | 6,471 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,133,335 | 6,514 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,064,942 | 6,588 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,612,059 | 7,493 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,422,272 | 7,481 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,107,437 | 7,610 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,235,804 | 7,588 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,211,949 | 9,233 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,644,424 | 11,575 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,863,223 | 11,679 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,050,068 | 8,582 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,134,574 | 8,810 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,808,593 | 8,887 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,766,348 | 9,127 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,489,919 | 7,264 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,956,061 | 8,967 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,032,043 | 9,049 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,178,198 | 8,934 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $944,196 | 3,644 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $854,123 | 3,761 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $888,561 | 4,208 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $837,712 | 4,835 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $648,318 | 4,791 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||