Position in CMI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,381,634
+$1,361,898 QoQ
Shares Held
13,720
+16.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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 Mar 31, 2026Beacon Pointe Advisors, LLC holds $81,038,550 across 20 Specialty Industrial Machinery names. CMI ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
21,380 | $19,140,231 | |
| 2 | EMR |
Emerson Electric Co
|
99,989 | $13,100,558 | |
| 3 | GEV |
GE Vernova Inc.
|
14,385 | $12,556,666 | |
| 4 | ETN |
Eaton Corp plc
|
22,470 | $8,036,844 | |
| 5 | CMI |
Cummins Inc
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|
13,720 | $7,381,634 | |
| 6 | ITW |
Illinois Tool Works Inc
|
19,445 | $5,061,339 | |
| 7 | GNRC |
Generac Holdings Inc.
|
21,220 | $4,144,902 | |
| 8 | CSW |
Csw Industrials, Inc.
|
13,502 | $3,518,351 |
All Filings in CMI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,381,634 | 13,720 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,019,736 | 11,793 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,613,125 | 10,922 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,518,517 | 13,797 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,313,247 | 13,761 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,965,807 | 14,245 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,649,300 | 14,359 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,111,025 | 14,845 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,619,522 | 15,678 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,046,097 | 16,889 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,034,146 | 17,658 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,057,398 | 16,550 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,112,319 | 17,215 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,061,022 | 16,761 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,741,531 | 18,385 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,406,128 | 17,600 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,357,240 | 16,368 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $289,689 | 1,328 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,048,626 | 13,576 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $229,181 | 940 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||