Position in CMI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$392,978
+$97,067 QoQ
Shares Held
551
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,480
of 2,094 holders
Holding Since
Mar 2022
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SWS Partners holds $6,755,249 across 4 Specialty Industrial Machinery names. CMI ranks #4 (5.8% of the industry book) .
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,978 | 551 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $295,911 | 550 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $278,705 | 546 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $230,614 | 546 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $147,049 | 531 | Shares | Sole | 2024-07-17 | |
| 2022-03-31 | $102,555 | 500 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||