Position in CMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,032,241
+$9,593,759 QoQ
Shares Held
47,717
+5.1% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#206
of 2,094 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sanctuary Advisors, LLC holds $303,801,527 across 36 Specialty Industrial Machinery names. CMI ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
77,857 | $91,471,075 | |
| 2 | PH |
Parker-Hannifin Corp
|
44,822 | $43,841,294 | |
| 3 | ETN |
Eaton Corp plc
|
96,188 | $40,987,630 | |
| 4 | EMR |
Emerson Electric Co
|
260,093 | $37,232,312 | |
| 5 | CMI |
Cummins Inc
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|
47,717 | $34,032,241 | |
| 6 | ITW |
Illinois Tool Works Inc
|
51,867 | $14,028,467 | |
| 7 | ROK |
Rockwell Automation, Inc
|
17,720 | $8,772,817 | |
| 8 | DOV |
DOVER Corp
|
18,899 | $4,238,667 |
All Filings in CMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,032,241 | 47,717 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $24,438,482 | 45,423 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $23,351,556 | 45,747 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $15,064,248 | 35,666 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $11,738,255 | 35,842 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $11,179,151 | 35,666 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $11,732,481 | 33,656 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,175,611 | 34,515 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $9,978,341 | 36,032 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||