Position in CMI
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$7,102,940
+$1,535,973 QoQ
Shares Held
13,202
+21.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $55,501,759 across 13 Specialty Industrial Machinery names. CMI ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
164,834 | $21,596,550 | |
| 2 | GEV |
GE Vernova Inc.
|
12,130 | $10,588,277 | |
| 3 | ROK |
Rockwell Automation, Inc
|
22,595 | $8,108,893 | |
| 4 | CMI |
Cummins Inc
This page
|
13,202 | $7,102,940 | |
| 5 | ETN |
Eaton Corp plc
|
9,305 | $3,328,119 | |
| 6 | PH |
Parker-Hannifin Corp
|
2,043 | $1,828,975 | |
| 7 | GNRC |
Generac Holdings Inc.
|
4,568 | $892,267 | |
| 8 | CSW |
Csw Industrials, Inc.
|
3,300 | $859,914 |
All Filings in CMI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,102,940 | 13,202 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,566,967 | 10,906 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,486,241 | 8,254 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,713,665 | 8,286 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,541,684 | 8,109 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,614,151 | 7,499 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,795,279 | 8,633 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,536,955 | 9,161 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $3,132,129 | 10,630 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,353,021 | 13,996 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,732,579 | 16,338 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,058,133 | 16,553 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,074,815 | 17,058 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,179,017 | 17,248 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,548,196 | 17,435 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,377,485 | 17,452 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,543,070 | 17,274 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,634,648 | 16,662 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $387,590 | 1,726 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||