Position in CMI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$226,800
-$190,291 QoQ
Shares Held
318
-81.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,769
of 2,094 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $17,649,993 across 7 Specialty Industrial Machinery names. CMI ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
10,953 | $4,667,292 | |
| 2 | EMR |
Emerson Electric Co
|
29,483 | $4,220,491 | |
| 3 | GEV |
GE Vernova Inc.
|
3,555 | $4,176,627 | |
| 4 | SYM |
Symbotic Inc.
|
61,717 | $2,774,179 | |
| 5 | FLS |
Flowserve Corp
|
12,702 | $941,980 | |
| 6 | PH |
Parker-Hannifin Corp
|
657 | $642,624 | |
| 7 | CMI |
Cummins Inc
This page
|
318 | $226,800 |
All Filings in CMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,800 | 318 | Shares | Sole | 2026-07-07 | |
| 2023-12-31 | $417,091 | 1,741 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $369,876 | 1,619 | Shares | Sole | 2023-11-01 | |
| 2023-03-31 | $440,972 | 1,846 | Shares | Sole | 2023-04-07 | |
| No filing history on record for this holder in this stock. | ||||||