Position in CMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,482,445
-$4,383,227 QoQ
Shares Held
7,687
-58.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#548
of 2,094 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026RBA Wealth Management, LLC holds $11,134,401 across 2 Specialty Industrial Machinery names. CMI ranks #2 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FLS |
Flowserve Corp
|
76,213 | $5,651,956 | |
| 2 | CMI |
Cummins Inc
This page
|
7,687 | $5,482,445 |
All Filings in CMI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,482,445 | 7,687 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,865,672 | 18,337 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $9,702,123 | 19,007 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,322,800 | 19,705 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,812,655 | 20,802 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,518,611 | 20,797 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $7,263,081 | 20,835 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,901,907 | 21,316 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,863,438 | 21,173 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $6,288,125 | 21,341 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,088,706 | 21,241 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,798,802 | 21,005 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $5,119,921 | 20,884 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,955,804 | 20,746 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,982,693 | 20,565 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $4,161,372 | 20,448 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $3,919,756 | 20,254 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,080,868 | 19,896 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $4,160,802 | 19,074 | Shares | Sole | 2022-02-02 | |
| 2021-03-31 | $4,816,854 | 18,590 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $4,236,777 | 18,656 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,923,352 | 18,580 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,229,393 | 18,639 | Shares | Sole | 2020-09-29 | |
| 2020-03-31 | $2,514,110 | 18,579 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||