Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,578,887
+$1,029,211 QoQ
Shares Held
5,018
+5.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#674
of 2,102 holders
Holding Since
Mar 2021
16 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, 2026Symphony Financial, Ltd. Co. holds $8,950,642 across 8 Specialty Industrial Machinery names. CMI ranks #1 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
5,018 | $3,578,887 | |
| 2 | GEV |
GE Vernova Inc.
|
1,661 | $1,951,442 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,226 | $1,199,175 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,546 | $765,393 | |
| 5 | ETN |
Eaton Corp plc
|
1,543 | $657,503 | |
| 6 | EMR |
Emerson Electric Co
|
3,021 | $432,456 | |
| 7 | ITW |
Illinois Tool Works Inc
|
906 | $245,045 | |
| 8 | SMR |
NUSCALE POWER Corp
|
12,038 | $120,741 |
All Filings in CMI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,578,887 | 5,018 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,549,676 | 4,739 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,457,816 | 4,815 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,737,379 | 6,481 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,525,537 | 10,765 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $652,268 | 2,081 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,901,264 | 5,454 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,641,291 | 5,069 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,188,306 | 4,291 | Shares | Sole | 2024-07-18 | |
| 2023-12-31 | $896,470 | 3,742 | Shares | Sole | 2024-01-18 | |
| 2023-03-31 | $567,340 | 2,375 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $572,531 | 2,363 | Shares | Sole | 2023-01-26 | |
| 2021-12-31 | $984,029 | 4,511 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,733,378 | 7,719 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,531,858 | 6,283 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,412,926 | 5,453 | Shares | Sole | 2021-04-15 | |
| No filing history on record for this holder in this stock. | ||||||