Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,489,102
+$867,510 QoQ
Shares Held
3,490
+15.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#781
of 2,102 holders
Holding Since
Jun 2022
17 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, 2026WEALTH ALLIANCE, LLC holds $10,535,427 across 10 Specialty Industrial Machinery names. CMI ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,839 | $2,914,234 | |
| 2 | CMI |
Cummins Inc
This page
|
3,490 | $2,489,102 | |
| 3 | GEV |
GE Vernova Inc.
|
1,511 | $1,775,213 | |
| 4 | PH |
Parker-Hannifin Corp
|
767 | $750,218 | |
| 5 | DOV |
DOVER Corp
|
3,033 | $680,241 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,716 | $464,126 | |
| 7 | NDSN |
Nordson Corp
|
1,422 | $429,003 | |
| 8 | CSW |
Csw Industrials, Inc.
|
1,408 | $391,846 |
All Filings in CMI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,489,102 | 3,490 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,621,592 | 3,014 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,486,940 | 2,913 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,183,480 | 2,802 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $925,187 | 2,825 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $522,817 | 1,668 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $548,347 | 1,573 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $505,759 | 1,562 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $430,349 | 1,554 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $457,886 | 1,554 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $370,614 | 1,547 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $351,599 | 1,539 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $402,307 | 1,641 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $398,690 | 1,669 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $413,103 | 1,705 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $349,833 | 1,719 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $324,549 | 1,677 | Shares | Sole | 2022-10-11 | |
| No filing history on record for this holder in this stock. | ||||||