Position in CMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,656,070
+$2,590,075 QoQ
Shares Held
14,941
-0.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#406
of 2,094 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Parcion Private Wealth LLC holds $25,343,984 across 8 Specialty Industrial Machinery names. CMI ranks #2 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
25,467 | $10,851,998 | |
| 2 | CMI |
Cummins Inc
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|
14,941 | $10,656,070 | |
| 3 | GEV |
GE Vernova Inc.
|
1,919 | $2,254,556 | |
| 4 | CR |
Crane Co
|
2,265 | $505,253 | |
| 5 | OTIS |
Otis Worldwide Corp
|
4,938 | $353,560 | |
| 6 | ITT |
Itt Inc.
|
1,259 | $248,979 | |
| 7 | AME |
Ametek Inc/
|
997 | $241,214 | |
| 8 | DOV |
DOVER Corp
|
1,036 | $232,354 |
All Filings in CMI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,656,070 | 14,941 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,065,995 | 14,992 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,945,664 | 15,566 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,643,035 | 15,728 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $5,141,750 | 15,700 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $4,968,963 | 15,853 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $5,268,391 | 15,113 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $4,894,085 | 15,115 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $4,012,161 | 14,488 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $4,379,382 | 14,863 | Shares | Other | 2024-04-24 | |
| 2023-12-31 | $3,457,952 | 14,434 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $2,388,548 | 10,455 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,307,453 | 13,491 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,038,553 | 12,720 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,496,556 | 10,304 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||