Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$266,740
+$163,613 QoQ
Shares Held
374
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,688
of 2,094 holders
Holding Since
Dec 2023
3 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, 2026Core Wealth Advisors, Inc. holds $502,886 across 2 Specialty Industrial Machinery names. CMI ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
374 | $266,740 | |
| 2 | GEV |
GE Vernova Inc.
|
201 | $236,146 |
All Filings in CMI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,740 | 374 | Shares | Sole | 2026-08-11 | |
| 2024-03-31 | $103,127 | 350 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $83,849 | 350 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||