Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,671,048
+$5,925,712 QoQ
Shares Held
14,962
+69.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#405
of 2,094 holders
Holding Since
Mar 2020
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $50,682,505 across 20 Specialty Industrial Machinery names. CMI ranks #1 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
14,962 | $10,671,048 | |
| 2 | ETN |
Eaton Corp plc
|
21,338 | $9,092,548 | |
| 3 | GEV |
GE Vernova Inc.
|
7,713 | $9,061,695 | |
| 4 | PH |
Parker-Hannifin Corp
|
8,454 | $8,269,026 | |
| 5 | EMR |
Emerson Electric Co
|
25,002 | $3,579,036 | |
| 6 | ROK |
Rockwell Automation, Inc
|
5,777 | $2,860,077 | |
| 7 | NDSN |
Nordson Corp
|
3,809 | $1,149,137 | |
| 8 | ITW |
Illinois Tool Works Inc
|
3,908 | $1,056,996 |
All Filings in CMI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,671,048 | 14,962 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,745,336 | 8,820 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $609,987 | 1,195 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $453,203 | 1,073 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $93,010 | 284 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $1,503,304 | 5,102 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $1,230,431 | 5,136 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,184,336 | 5,184 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,206,432 | 4,921 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,189,622 | 4,980 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,280,502 | 5,285 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,106,280 | 5,436 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,020,290 | 5,272 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,918,804 | 9,355 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,311,675 | 6,013 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,006,668 | 8,936 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,964,620 | 8,058 | Shares | Sole | 2021-08-04 | |
| 2020-12-31 | $275,018 | 1,211 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $307,026 | 1,454 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $285,012 | 1,645 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $238,163 | 1,760 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||