Position in CMI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$912,195
+$213,846 QoQ
Shares Held
1,279
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,105
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, 2026HHM Wealth Advisors, LLC holds $3,149,345 across 15 Specialty Industrial Machinery names. CMI ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
907 | $1,065,598 | |
| 2 | CMI |
Cummins Inc
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|
1,279 | $912,195 | |
| 3 | ETN |
Eaton Corp plc
|
814 | $346,861 | |
| 4 | EMR |
Emerson Electric Co
|
1,979 | $283,293 | |
| 5 | DOV |
DOVER Corp
|
1,065 | $238,858 | |
| 6 | ROK |
Rockwell Automation, Inc
|
340 | $168,327 | |
| 7 | MWA |
Mueller Water Products, Inc.
|
2,000 | $51,660 | |
| 8 | PH |
Parker-Hannifin Corp
|
17 | $16,628 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $912,195 | 1,279 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $698,349 | 1,298 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $761,080 | 1,491 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $629,753 | 1,491 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $489,612 | 1,495 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $493,354 | 1,574 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $521,157 | 1,495 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $450,391 | 1,391 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $379,394 | 1,370 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $33,884 | 115 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $27,550 | 115 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $26,272 | 115 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $40,451 | 165 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $39,415 | 165 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $39,977 | 165 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $33,579 | 165 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $31,932 | 165 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $33,843 | 165 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $35,993 | 165 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $33,684 | 150 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $36,571 | 150 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $38,866 | 150 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $34,065 | 150 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $31,674 | 150 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $17,326 | 100 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $13,532 | 100 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||