Position in CMI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,910,149
+$632,607 QoQ
Shares Held
10,985
+6.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.43%
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)
Derivatives in CMI
reported options exposure · as of Mar 31, 2026CallValue
$53,802
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Larson Financial Group LLC holds $32,142,731 across 48 Specialty Industrial Machinery names. CMI ranks #4 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
9,585 | $8,580,875 | |
| 2 | ETN |
Eaton Corp plc
|
18,515 | $6,622,260 | |
| 3 | GEV |
GE Vernova Inc.
|
7,326 | $6,394,865 | |
| 4 | CMI |
Cummins Inc
This page
|
10,985 | $5,910,149 | |
| 5 | OTIS |
Otis Worldwide Corp
|
13,064 | $1,006,973 | |
| 6 | EMR |
Emerson Electric Co
|
7,369 | $965,486 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,681 | $697,837 | |
| 8 | AME |
Ametek Inc/
|
1,579 | $338,474 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,910,149 | 10,985 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $53,802 | 100 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $5,277,542 | 10,339 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,834,024 | 11,445 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,585,142 | 10,947 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $886,721 | 2,829 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $977,474 | 2,804 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $881,680 | 2,723 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $675,986 | 2,441 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $620,827 | 2,107 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $493,514 | 2,060 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $472,683 | 2,069 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $278,011 | 1,134 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $279,728 | 1,171 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $267,003 | 1,102 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $229,966 | 1,130 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $99,861 | 516 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $105,836 | 516 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $112,560 | 516 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $7,410 | 33 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $8,045 | 33 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,550 | 33 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $7,494 | 33 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $6,968 | 33 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $5,544 | 32 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $4,330 | 32 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||