Position in CMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,612,567
+$257,295 QoQ
Shares Held
2,261
-10.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#903
of 2,094 holders
Holding Since
Mar 2020
25 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, 2026HOEY INVESTMENTS, INC holds $14,958,752 across 9 Specialty Industrial Machinery names. CMI ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,595 | $11,272,781 | |
| 2 | CMI |
Cummins Inc
This page
|
2,261 | $1,612,567 | |
| 3 | EMR |
Emerson Electric Co
|
8,852 | $1,267,163 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,354 | $670,338 | |
| 5 | ITW |
Illinois Tool Works Inc
|
350 | $94,664 | |
| 6 | ETN |
Eaton Corp plc
|
45 | $19,175 | |
| 7 | PH |
Parker-Hannifin Corp
|
19 | $18,584 | |
| 8 | OTIS |
Otis Worldwide Corp
|
46 | $3,293 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,612,567 | 2,261 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,355,272 | 2,519 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,316,450 | 2,579 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $875,995 | 2,074 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $282,960 | 864 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $439,756 | 1,403 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $498,498 | 1,430 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $40,797 | 126 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $34,893 | 126 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $50,090 | 170 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $86,005 | 359 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $127,023 | 556 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $89,973 | 367 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $9,555 | 40 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,691 | 40 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,884 | 24 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,644 | 24 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,922 | 24 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $5,235 | 24 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,635 | 34 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,045 | 33 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $9,587 | 37 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $5,677 | 25 | Shares | Sole | 2021-01-22 | |
| 2020-06-30 | $6,930 | 40 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $13,532 | 100 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||