Position in CMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,472,776
+$522,098 QoQ
Shares Held
2,065
+16.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#926
of 2,094 holders
Holding Since
Jun 2021
21 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, 2026Advisor OS, LLC holds $5,973,810 across 8 Specialty Industrial Machinery names. CMI ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,391 | $1,634,226 | |
| 2 | CMI |
Cummins Inc
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|
2,065 | $1,472,776 | |
| 3 | PH |
Parker-Hannifin Corp
|
854 | $835,313 | |
| 4 | ETN |
Eaton Corp plc
|
1,471 | $626,820 | |
| 5 | AME |
Ametek Inc/
|
2,106 | $509,524 | |
| 6 | ROK |
Rockwell Automation, Inc
|
829 | $410,419 | |
| 7 | FLS |
Flowserve Corp
|
3,307 | $245,245 | |
| 8 | EMR |
Emerson Electric Co
|
1,673 | $239,487 |
All Filings in CMI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,472,776 | 2,065 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $950,678 | 1,767 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,239,369 | 2,428 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,028,045 | 2,434 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $985,774 | 3,010 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $920,571 | 2,937 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $861,040 | 2,470 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $473,376 | 1,462 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $379,945 | 1,372 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $420,168 | 1,426 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $310,480 | 1,296 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $294,939 | 1,291 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,123,566 | 4,583 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,271,077 | 5,321 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,209,991 | 4,994 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $762,345 | 3,746 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $721,863 | 3,730 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $482,006 | 2,350 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $398,322 | 1,826 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $359,068 | 1,599 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $333,285 | 1,367 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||