Position in CMI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,235,040
+$816,999 QoQ
Shares Held
5,938
-6.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#618
of 2,094 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Derivatives in CMI
reported options exposure · as of Mar 31, 2025CallValue
$31,344
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026XML Financial, LLC holds $13,012,035 across 7 Specialty Industrial Machinery names. CMI ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
33,572 | $4,805,831 | |
| 2 | CMI |
Cummins Inc
This page
|
5,938 | $4,235,040 | |
| 3 | GEV |
GE Vernova Inc.
|
1,311 | $1,540,241 | |
| 4 | ITW |
Illinois Tool Works Inc
|
3,529 | $954,488 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,488 | $736,679 | |
| 6 | PH |
Parker-Hannifin Corp
|
386 | $377,554 | |
| 7 | ETN |
Eaton Corp plc
|
850 | $362,202 |
All Filings in CMI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,235,040 | 5,938 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,418,041 | 6,353 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,378,158 | 6,618 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,538,615 | 8,378 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,940,295 | 8,978 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,925,335 | 9,333 | Shares | Sole | 2025-04-22 | |
| 2025-03-31 | $31,344 | 100 | Call | Sole | 2025-04-22 | |
| 2024-12-31 | $3,385,951 | 9,713 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,355,435 | 10,363 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,952,904 | 10,663 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,392,894 | 11,515 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,961,769 | 16,537 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,680,947 | 16,112 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,974,533 | 16,212 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,884,666 | 16,262 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,964,348 | 16,362 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,329,830 | 16,362 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $3,209,356 | 15,647 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,149,287 | 14,437 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $3,112,850 | 13,862 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||