Position in CMI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$262,461
New position
Shares Held
368
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,697
of 2,094 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Cooper Financial Group holds $7,628,662 across 11 Specialty Industrial Machinery names. CMI ranks #9 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,331 | $2,697,765 | |
| 2 | GEV |
GE Vernova Inc.
|
1,391 | $1,634,230 | |
| 3 | PH |
Parker-Hannifin Corp
|
865 | $846,073 | |
| 4 | OTIS |
Otis Worldwide Corp
|
8,723 | $624,566 | |
| 5 | AME |
Ametek Inc/
|
1,162 | $281,134 | |
| 6 | EMR |
Emerson Electric Co
|
1,900 | $271,985 | |
| 7 | ITW |
Illinois Tool Works Inc
|
996 | $269,388 | |
| 8 | IR |
Ingersoll Rand Inc.
|
3,272 | $268,271 |
All Filings in CMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,461 | 368 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||