Position in CMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,529,122
+$412,731 QoQ
Shares Held
2,144
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#914
of 2,094 holders
Holding Since
Mar 2021
19 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, 2026CreativeOne Wealth, LLC holds $16,045,048 across 14 Specialty Industrial Machinery names. CMI ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,342 | $6,276,102 | |
| 2 | CMI |
Cummins Inc
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|
2,144 | $1,529,122 | |
| 3 | ITW |
Illinois Tool Works Inc
|
5,550 | $1,501,108 | |
| 4 | AOS |
Smith A O Corp
|
20,730 | $1,300,184 | |
| 5 | ETN |
Eaton Corp plc
|
3,026 | $1,289,438 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,069 | $1,045,610 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,255 | $621,325 | |
| 8 | NNE |
Nano Nuclear Energy Inc.
|
27,120 | $573,316 |
All Filings in CMI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,529,122 | 2,144 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,116,391 | 2,075 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $614,070 | 1,203 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $499,663 | 1,183 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $399,549 | 1,220 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $397,441 | 1,268 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $336,747 | 966 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $295,295 | 912 | Shares | Other | 2024-11-13 | |
| 2024-03-31 | $318,221 | 1,080 | Shares | Other | 2024-05-14 | |
| 2023-06-30 | $291,250 | 1,188 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $454,588 | 1,903 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $341,871 | 1,411 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $235,461 | 1,157 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $218,495 | 1,129 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $238,748 | 1,164 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $232,755 | 1,067 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $249,935 | 1,113 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $331,581 | 1,360 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $243,304 | 939 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||