Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$750,296
+$191,832 QoQ
Shares Held
1,052
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,186
of 2,094 holders
Holding Since
Mar 2026
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 Jun 30, 2026Rothschild Wealth LLC holds $5,565,127 across 10 Specialty Industrial Machinery names. CMI ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,520 | $1,785,787 | |
| 2 | CMI |
Cummins Inc
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|
1,052 | $750,296 | |
| 3 | EMR |
Emerson Electric Co
|
3,773 | $540,104 | |
| 4 | PH |
Parker-Hannifin Corp
|
453 | $443,088 | |
| 5 | ETN |
Eaton Corp plc
|
948 | $403,961 | |
| 6 | ITT |
Itt Inc.
|
1,945 | $384,643 | |
| 7 | DOV |
DOVER Corp
|
1,703 | $381,948 | |
| 8 | ROK |
Rockwell Automation, Inc
|
699 | $346,060 |
All Filings in CMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,296 | 1,052 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $558,464 | 1,038 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||