Position in CMI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$482,129
+$118,966 QoQ
Shares Held
676
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,383
of 2,094 holders
Holding Since
Sep 2020
22 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, 2026Crewe Advisors LLC holds $2,130,377 across 24 Specialty Industrial Machinery names. CMI ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
558 | $655,571 | |
| 2 | CMI |
Cummins Inc
This page
|
676 | $482,129 | |
| 3 | ETN |
Eaton Corp plc
|
610 | $259,933 | |
| 4 | MIDD |
MIDDLEBY Corp
|
883 | $122,127 | |
| 5 | OTIS |
Otis Worldwide Corp
|
1,638 | $117,280 | |
| 6 | NDSN |
Nordson Corp
|
285 | $85,981 | |
| 7 | SYM |
Symbotic Inc.
|
1,900 | $85,405 | |
| 8 | ITW |
Illinois Tool Works Inc
|
305 | $82,493 |
All Filings in CMI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,129 | 676 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $363,163 | 675 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $331,792 | 650 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $270,316 | 640 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $171,937 | 525 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $169,257 | 540 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $188,244 | 540 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $185,207 | 572 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $157,850 | 570 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $167,950 | 570 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $154,205 | 629 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $160,288 | 671 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $167,180 | 690 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $41,923 | 206 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $34,254 | 177 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $20,511 | 100 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $21,814 | 100 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,245 | 10 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,438 | 10 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,109 | 12 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $5,904 | 26 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $8,657 | 41 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||