Position in CMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$407,956
New position
Shares Held
572
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#1,468
of 2,094 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Lionsbridge Wealth Management LLC holds $882,227 across 2 Specialty Industrial Machinery names. CMI ranks #2 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,113 | $474,271 | |
| 2 | CMI |
Cummins Inc
This page
|
572 | $407,956 |
All Filings in CMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,956 | 572 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||