Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$375,861
New position
Shares Held
527
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,501
of 2,102 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Laidlaw Wealth Management LLC holds $721,269 across 2 Specialty Industrial Machinery names. CMI ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
527 | $375,861 | |
| 2 | GEV |
GE Vernova Inc.
|
294 | $345,408 |
All Filings in CMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,861 | 527 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||