Position in CMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,883,584
+$2,257,510 QoQ
Shares Held
15,260
-4.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#398
of 2,094 holders
Holding Since
Mar 2020
26 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, 2026Principle Wealth Partners LLC holds $33,712,553 across 9 Specialty Industrial Machinery names. CMI ranks #1 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
15,260 | $10,883,584 | |
| 2 | OFLX |
Omega Flex, Inc.
|
192,275 | $6,035,512 | |
| 3 | EMR |
Emerson Electric Co
|
38,925 | $5,572,113 | |
| 4 | GEV |
GE Vernova Inc.
|
2,572 | $3,021,739 | |
| 5 | PH |
Parker-Hannifin Corp
|
3,047 | $2,980,331 | |
| 6 | ETN |
Eaton Corp plc
|
6,338 | $2,700,748 | |
| 7 | ITW |
Illinois Tool Works Inc
|
6,186 | $1,673,127 | |
| 8 | OTIS |
Otis Worldwide Corp
|
9,706 | $694,949 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,883,584 | 15,260 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,626,074 | 16,033 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,352,493 | 16,363 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,898,146 | 16,332 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,335,630 | 16,292 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,269,553 | 16,812 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,907,724 | 16,947 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,594,119 | 17,277 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,899,445 | 17,692 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,212,947 | 17,692 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,224,816 | 17,635 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,028,892 | 17,635 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,323,396 | 17,635 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,089,625 | 17,120 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,263,092 | 17,595 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,694,724 | 18,155 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,110,027 | 16,070 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,645,919 | 12,900 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,017,576 | 9,249 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,609,646 | 7,168 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,562,822 | 6,410 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,660,635 | 6,409 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,312,638 | 5,780 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $341,445 | 1,617 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $280,161 | 1,617 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $245,876 | 1,817 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||