Position in CMI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,411
+$2,803 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,027
of 2,094 holders
Holding Since
Mar 2024
7 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, 2026Fortis Group Advisors, LLC holds $377,677 across 12 Specialty Industrial Machinery names. CMI ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
882 | $258,258 | |
| 2 | GEV |
GE Vernova Inc.
|
68 | $79,890 | |
| 3 | PH |
Parker-Hannifin Corp
|
12 | $11,737 | |
| 4 | CMI |
Cummins Inc
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|
16 | $11,411 | |
| 5 | EMR |
Emerson Electric Co
|
32 | $4,580 | |
| 6 | DCI |
DONALDSON Co INC
|
34 | $3,052 | |
| 7 | OTIS |
Otis Worldwide Corp
|
38 | $2,720 | |
| 8 | TNC |
Tennant Co
|
29 | $2,538 |
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,411 | 16 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,608 | 16 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,167 | 16 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,757 | 16 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,860 | 24 | Shares | Sole | 2025-08-08 | |
| 2024-06-30 | $1,191,352 | 4,302 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,265,227 | 4,294 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||