Position in CMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$681,115
+$177,529 QoQ
Shares Held
955
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,227
of 2,094 holders
Holding Since
Dec 2024
7 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, 2026Legacy Financial Advisors, Inc. holds $7,929,178 across 8 Specialty Industrial Machinery names. CMI ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,575 | $3,025,264 | |
| 2 | ETN |
Eaton Corp plc
|
3,047 | $1,298,387 | |
| 3 | DOV |
DOVER Corp
|
4,540 | $1,018,231 | |
| 4 | PH |
Parker-Hannifin Corp
|
983 | $961,491 | |
| 5 | CMI |
Cummins Inc
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|
955 | $681,115 | |
| 6 | GNRC |
Generac Holdings Inc.
|
1,220 | $357,228 | |
| 7 | EMR |
Emerson Electric Co
|
2,324 | $332,680 | |
| 8 | ITW |
Illinois Tool Works Inc
|
942 | $254,782 |
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,115 | 955 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $503,586 | 936 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $461,446 | 904 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $312,131 | 739 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $200,757 | 613 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $211,885 | 676 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $218,572 | 627 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||