Position in CMI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$100,609
+$14,854 QoQ
Shares Held
187
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026SHP Wealth Management holds $1,859,951 across 29 Specialty Industrial Machinery names. CMI ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
552 | $481,840 | |
| 2 | EMR |
Emerson Electric Co
|
3,238 | $424,242 | |
| 3 | ETN |
Eaton Corp plc
|
1,086 | $388,429 | |
| 4 | AME |
Ametek Inc/
|
633 | $135,689 | |
| 5 | ITW |
Illinois Tool Works Inc
|
469 | $122,076 | |
| 6 | CMI |
Cummins Inc
This page
|
187 | $100,609 | |
| 7 | DOV |
DOVER Corp
|
190 | $39,605 | |
| 8 | SYM |
Symbotic Inc.
|
563 | $29,951 |
All Filings in CMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,609 | 187 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $85,755 | 168 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||