Position in CMI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,539,813
+$189,673 QoQ
Shares Held
2,862
+8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Sargent Investment Group, LLC holds $8,197,854 across 7 Specialty Industrial Machinery names. CMI ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,732 | $3,257,662 | |
| 2 | EMR |
Emerson Electric Co
|
13,872 | $1,817,509 | |
| 3 | CMI |
Cummins Inc
This page
|
2,862 | $1,539,813 | |
| 4 | AME |
Ametek Inc/
|
4,245 | $909,958 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,714 | $446,137 | |
| 6 | ETN |
Eaton Corp plc
|
590 | $211,025 | |
| 7 | OPTT |
Ocean Power Technologies, Inc.
|
45,000 | $15,750 |
All Filings in CMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,539,813 | 2,862 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,350,140 | 2,645 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $630,765 | 1,926 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $383,337 | 1,223 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $288,989 | 829 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||