Position in CMI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$728,900
+$233,922 QoQ
Shares Held
1,022
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,197
of 2,094 holders
Holding Since
Mar 2021
19 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, 2026Zhang Financial LLC holds $8,776,957 across 8 Specialty Industrial Machinery names. CMI ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,989 | $2,552,032 | |
| 2 | PH |
Parker-Hannifin Corp
|
1,745 | $1,706,819 | |
| 3 | KAI |
Kadant Inc
|
4,926 | $1,547,896 | |
| 4 | GEV |
GE Vernova Inc.
|
738 | $867,046 | |
| 5 | CMI |
Cummins Inc
This page
|
1,022 | $728,900 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,230 | $603,148 | |
| 7 | EMR |
Emerson Electric Co
|
3,303 | $472,824 | |
| 8 | DOV |
DOVER Corp
|
1,330 | $298,292 |
All Filings in CMI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $728,900 | 1,022 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $494,978 | 920 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $469,614 | 920 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $388,580 | 920 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $301,300 | 920 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $310,932 | 992 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $339,885 | 975 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $313,104 | 967 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $267,791 | 967 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $263,711 | 895 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $214,415 | 895 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $207,441 | 908 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $222,605 | 908 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $213,797 | 895 | Shares | Sole | 2023-05-11 | |
| 2022-03-31 | $245,926 | 1,199 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $261,549 | 1,199 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $268,349 | 1,195 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $291,352 | 1,195 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $231,903 | 895 | Shares | Sole | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||