Position in CMI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,320,785
+$821,862 QoQ
Shares Held
3,254
+16.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#799
of 2,094 holders
Holding Since
Jun 2021
13 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, 2026WADDELL & ASSOCIATES, LLC holds $10,434,887 across 13 Specialty Industrial Machinery names. CMI ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,966 | $3,484,634 | |
| 2 | CMI |
Cummins Inc
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|
3,254 | $2,320,785 | |
| 3 | ITT |
Itt Inc.
|
3,508 | $693,742 | |
| 4 | DOV |
DOVER Corp
|
3,026 | $678,671 | |
| 5 | AME |
Ametek Inc/
|
2,363 | $571,704 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,582 | $427,883 | |
| 7 | PH |
Parker-Hannifin Corp
|
420 | $410,810 | |
| 8 | OTIS |
Otis Worldwide Corp
|
5,481 | $392,439 |
All Filings in CMI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,320,785 | 3,254 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,498,923 | 2,786 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,083,685 | 2,123 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $864,591 | 2,047 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $487,320 | 1,488 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $272,631 | 842 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $233,175 | 842 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $248,095 | 842 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $201,717 | 842 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $206,424 | 842 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $201,136 | 842 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $204,008 | 842 | Shares | Sole | 2023-02-10 | |
| 2021-06-30 | $213,821 | 877 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||