Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,798,871
+$2,286,678 QoQ
Shares Held
12,337
+1.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#446
of 2,102 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Derivatives in CMI
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$51,045
PutShares
100
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, 2026Arkadios Wealth Advisors holds $42,021,275 across 18 Specialty Industrial Machinery names. CMI ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,881 | $11,608,791 | |
| 2 | CMI |
Cummins Inc
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|
12,337 | $8,798,871 | |
| 3 | ITW |
Illinois Tool Works Inc
|
20,260 | $5,479,722 | |
| 4 | PH |
Parker-Hannifin Corp
|
4,267 | $4,173,637 | |
| 5 | ETN |
Eaton Corp plc
|
7,839 | $3,340,354 | |
| 6 | EMR |
Emerson Electric Co
|
13,464 | $1,927,371 | |
| 7 | GNRC |
Generac Holdings Inc.
|
5,981 | $1,751,295 | |
| 8 | DOV |
DOVER Corp
|
3,079 | $690,557 |
All Filings in CMI
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,798,871 | 12,337 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,512,193 | 12,104 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $51,045 | 100 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $6,273,940 | 12,291 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,169,808 | 12,240 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $84,474 | 200 | Put | Sole | 2025-10-29 | |
| 2025-06-30 | $98,250 | 300 | Put | Sole | 2025-08-04 | |
| 2025-06-30 | $3,842,885 | 11,734 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,300,022 | 7,338 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,629,838 | 7,544 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,968,319 | 6,079 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,909,432 | 6,895 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,819,295 | 16,356 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,964,164 | 16,547 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,716,587 | 16,268 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,723,482 | 11,109 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,651,090 | 11,098 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,514,485 | 10,378 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,931,106 | 9,489 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,601,073 | 8,273 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,344,906 | 6,557 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $116,546 | 519 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $462,019 | 1,895 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $379,596 | 1,465 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $208,477 | 918 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $21,116 | 100 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $17,499 | 101 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $16,373 | 121 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||