Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,777,952
+$749,079 QoQ
Shares Held
3,895
+3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#743
of 2,094 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Truvestments Capital LLC holds $6,696,005 across 26 Specialty Industrial Machinery names. CMI ranks #1 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
3,895 | $2,777,952 | |
| 2 | EMR |
Emerson Electric Co
|
6,011 | $860,474 | |
| 3 | AMSC |
American Superconductor Corp /De/
|
16,567 | $687,696 | |
| 4 | AME |
Ametek Inc/
|
2,583 | $624,931 | |
| 5 | GEV |
GE Vernova Inc.
|
374 | $439,397 | |
| 6 | HLIO |
Helios Technologies, Inc.
|
3,750 | $334,687 | |
| 7 | ETN |
Eaton Corp plc
|
552 | $235,218 | |
| 8 | PSIX |
Power Solutions International, Inc.
|
5,347 | $207,944 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,777,952 | 3,895 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,028,873 | 3,771 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,902,447 | 3,727 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,555,166 | 3,682 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,154,437 | 3,525 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,043,441 | 3,329 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $970,502 | 2,784 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $714,604 | 2,207 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $548,321 | 1,980 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $480,574 | 1,631 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $56,059 | 234 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $66,024 | 289 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $73,302 | 299 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $71,186 | 298 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $181,717 | 750 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $574,101 | 2,821 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $402,735 | 2,081 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $217,621 | 1,061 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,090 | 5 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,122 | 5 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,219 | 5 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,295 | 5 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,135 | 5 | Shares | Sole | 2021-02-17 | |
| 2020-06-30 | $866 | 5 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $541 | 4 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||