Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,861,634
+$3,013,357 QoQ
Shares Held
12,425
+14.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#436
of 2,063 holders
Holding Since
Jun 2021
21 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, 2026Integrated Wealth Concepts LLC holds $83,545,468 across 56 Specialty Industrial Machinery names. CMI ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
21,149 | $24,847,114 | |
| 2 | ETN |
Eaton Corp plc
|
28,208 | $12,019,992 | |
| 3 | CMI |
Cummins Inc
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|
12,425 | $8,861,634 | |
| 4 | ROK |
Rockwell Automation, Inc
|
16,533 | $8,185,157 | |
| 5 | ITW |
Illinois Tool Works Inc
|
21,176 | $5,727,472 | |
| 6 | PH |
Parker-Hannifin Corp
|
3,674 | $3,593,612 | |
| 7 | EMR |
Emerson Electric Co
|
21,846 | $3,127,254 | |
| 8 | AME |
Ametek Inc/
|
8,308 | $2,010,037 |
All Filings in CMI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,861,634 | 12,425 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,848,277 | 10,870 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,967,727 | 7,773 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,992,241 | 9,452 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,275,327 | 10,001 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,653,583 | 8,466 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,726,052 | 7,820 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,477,964 | 7,653 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,678,472 | 6,061 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,933,493 | 6,562 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,725,143 | 7,201 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,685,120 | 7,376 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,363,089 | 5,560 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,230,948 | 5,153 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $955,834 | 3,945 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $834,798 | 4,102 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $788,634 | 4,075 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $318,946 | 1,555 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $631,951 | 2,897 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $301,808 | 1,344 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $203,581 | 835 | Shares | Other | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||