Position in CMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$114,113
+$40,943 QoQ
Shares Held
160
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,879
of 2,094 holders
Holding Since
Mar 2021
18 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, 2026CVA Family Office, LLC holds $3,727,514 across 37 Specialty Industrial Machinery names. CMI ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
712 | $836,500 | |
| 2 | ETN |
Eaton Corp plc
|
1,906 | $812,184 | |
| 3 | PH |
Parker-Hannifin Corp
|
484 | $473,410 | |
| 4 | EMR |
Emerson Electric Co
|
2,539 | $363,457 | |
| 5 | ITW |
Illinois Tool Works Inc
|
806 | $217,998 | |
| 6 | ROK |
Rockwell Automation, Inc
|
355 | $175,753 | |
| 7 | AME |
Ametek Inc/
|
668 | $161,615 | |
| 8 | CMI |
Cummins Inc
This page
|
160 | $114,113 |
All Filings in CMI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,113 | 160 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $73,170 | 136 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $25,012 | 49 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $20,696 | 49 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $16,375 | 50 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $18,806 | 60 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $20,218 | 58 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $12,951 | 40 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $6,369 | 23 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,419 | 15 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $56,298 | 235 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $30,645 | 125 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $33,920 | 142 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $25,440 | 105 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $20,351 | 100 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $19,353 | 100 | Shares | Sole | 2022-07-11 | |
| 2021-06-30 | $27,062 | 111 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $24,615 | 95 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||