Position in CMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,318,566
+$188,487 QoQ
Shares Held
4,653
-24.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#678
of 2,063 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $52,289,743 across 50 Specialty Industrial Machinery names. CMI ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
15,947 | $18,735,492 | |
| 2 | ETN |
Eaton Corp plc
|
16,285 | $6,939,364 | |
| 3 | BW |
Babcock & Wilcox Enterprises, Inc.
|
372,642 | $5,254,252 | |
| 4 | PH |
Parker-Hannifin Corp
|
3,784 | $3,701,206 | |
| 5 | CMI |
Cummins Inc
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|
4,653 | $3,318,566 | |
| 6 | EMR |
Emerson Electric Co
|
17,918 | $2,564,961 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,850 | $1,410,978 | |
| 8 | GNRC |
Generac Holdings Inc.
|
3,684 | $1,078,712 |
All Filings in CMI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,318,566 | 4,653 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $3,130,079 | 6,132 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,193,789 | 5,194 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,549,075 | 4,730 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,956,691 | 5,613 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,001,482 | 3,093 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $798,666 | 2,884 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $798,206 | 2,709 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $673,431 | 2,811 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $406,887 | 1,781 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $443,984 | 1,811 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $323,921 | 1,356 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $355,681 | 1,468 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $287,152 | 1,411 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $283,521 | 1,465 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $277,513 | 1,353 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $243,198 | 1,083 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $285,989 | 1,173 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $302,640 | 1,168 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $241,634 | 1,064 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $108,113 | 512 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $114,178 | 659 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $88,634 | 655 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||