Position in CMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,424,993
+$394,147 QoQ
Shares Held
1,998
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#943
of 2,094 holders
Holding Since
Mar 2021
22 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, 2026Gladstone Institutional Advisory LLC holds $11,712,039 across 11 Specialty Industrial Machinery names. CMI ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,155 | $3,706,683 | |
| 2 | PH |
Parker-Hannifin Corp
|
2,198 | $2,149,907 | |
| 3 | CMI |
Cummins Inc
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|
1,998 | $1,424,993 | |
| 4 | EMR |
Emerson Electric Co
|
7,991 | $1,143,911 | |
| 5 | ETN |
Eaton Corp plc
|
2,473 | $1,053,794 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,845 | $769,487 | |
| 7 | DOV |
DOVER Corp
|
1,708 | $383,070 | |
| 8 | ROK |
Rockwell Automation, Inc
|
747 | $369,824 |
All Filings in CMI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,424,993 | 1,998 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,030,846 | 1,916 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $598,757 | 1,173 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $524,583 | 1,242 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $399,222 | 1,219 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $410,606 | 1,310 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $468,518 | 1,344 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $450,715 | 1,392 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $356,962 | 1,289 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $377,741 | 1,282 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $440,569 | 1,839 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $434,987 | 1,904 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $444,229 | 1,812 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $603,172 | 2,525 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,077,671 | 20,957 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $558,838 | 2,746 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $413,186 | 2,135 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $287,154 | 1,400 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $288,381 | 1,322 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $324,040 | 1,443 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $330,850 | 1,357 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $264,551 | 1,021 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||