Position in CMI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$551,311
+$120,895 QoQ
Shares Held
773
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,327
of 2,094 holders
Holding Since
Mar 2024
9 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, 2026CRA Financial Services, LLC holds $1,665,193 across 4 Specialty Industrial Machinery names. CMI ranks #2 (33.1% of the industry book) .
All Filings in CMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,311 | 773 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $430,416 | 800 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $360,888 | 707 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $287,211 | 680 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $219,752 | 671 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $214,706 | 685 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $238,791 | 685 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $221,796 | 685 | Shares | Sole | 2024-10-10 | |
| 2024-03-31 | $201,835 | 685 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||