Position in CMI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$876,534
+$213,156 QoQ
Shares Held
1,229
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,119
of 2,094 holders
Holding Since
Sep 2024
8 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, 2026Optas, LLC holds $8,352,856 across 11 Specialty Industrial Machinery names. CMI ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,410 | $2,831,411 | |
| 2 | ITW |
Illinois Tool Works Inc
|
5,035 | $1,361,816 | |
| 3 | CMI |
Cummins Inc
This page
|
1,229 | $876,534 | |
| 4 | EMR |
Emerson Electric Co
|
3,857 | $552,129 | |
| 5 | ETN |
Eaton Corp plc
|
1,228 | $523,274 | |
| 6 | OTIS |
Otis Worldwide Corp
|
7,137 | $511,008 | |
| 7 | MIDD |
MIDDLEBY Corp
|
2,973 | $411,447 | |
| 8 | PH |
Parker-Hannifin Corp
|
412 | $402,984 |
All Filings in CMI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,534 | 1,229 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $663,378 | 1,233 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $613,049 | 1,201 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $462,494 | 1,095 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $700,195 | 2,138 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $234,765 | 749 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $226,938 | 651 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $215,643 | 666 | Shares | Other | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||