Position in CMI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$518,503
+$37,514 QoQ
Shares Held
727
-18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,354
of 2,094 holders
Holding Since
Mar 2025
6 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, 2026Center for Financial Planning, Inc. holds $6,489,550 across 14 Specialty Industrial Machinery names. CMI ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,041 | $1,721,950 | |
| 2 | ITW |
Illinois Tool Works Inc
|
3,819 | $1,032,924 | |
| 3 | GEV |
GE Vernova Inc.
|
879 | $1,032,701 | |
| 4 | EMR |
Emerson Electric Co
|
6,213 | $889,390 | |
| 5 | DOV |
DOVER Corp
|
3,074 | $689,436 | |
| 6 | CMI |
Cummins Inc
This page
|
727 | $518,503 | |
| 7 | ROK |
Rockwell Automation, Inc
|
707 | $350,021 | |
| 8 | PH |
Parker-Hannifin Corp
|
127 | $124,221 |
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,503 | 727 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $480,989 | 894 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $463,999 | 909 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $363,238 | 860 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $260,690 | 796 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $176,780 | 564 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||