Position in CMI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,424,200
+$330,227 QoQ
Shares Held
3,399
-12.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#784
of 2,094 holders
Holding Since
Mar 2020
24 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, 2026Certified Advisory Corp holds $4,331,064 across 5 Specialty Industrial Machinery names. CMI ranks #1 (56.0% of the industry book) .
All Filings in CMI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,424,200 | 3,399 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,093,973 | 3,892 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,132,149 | 4,177 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,855,893 | 4,394 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,451,152 | 4,431 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,387,598 | 4,427 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,628,310 | 4,671 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,557,106 | 4,809 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,367,203 | 4,937 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,452,624 | 4,930 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,203,599 | 5,024 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,146,183 | 5,017 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,301,799 | 5,310 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,363,049 | 5,706 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,392,925 | 5,749 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,189,108 | 5,843 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,148,987 | 5,937 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,269,425 | 6,189 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,065,832 | 4,886 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $712,978 | 3,175 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $413,989 | 1,698 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $439,709 | 1,697 | Shares | Sole | 2021-05-10 | |
| 2020-06-30 | $310,828 | 1,794 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $242,628 | 1,793 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||