Position in CMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$116,253
+$22,638 QoQ
Shares Held
163
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,886
of 2,104 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $924,314 across 30 Specialty Industrial Machinery names. CMI ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
228 | $267,868 | |
| 2 | ETN |
Eaton Corp plc
|
385 | $164,056 | |
| 3 | PH |
Parker-Hannifin Corp
|
142 | $138,893 | |
| 4 | CMI |
Cummins Inc
This page
|
163 | $116,253 | |
| 5 | CR |
Crane Co
|
177 | $39,483 | |
| 6 | EMR |
Emerson Electric Co
|
218 | $31,206 | |
| 7 | SXI |
Standex International Corp/De/
|
71 | $25,394 | |
| 8 | AME |
Ametek Inc/
|
89 | $21,532 |
All Filings in CMI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,253 | 163 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $93,615 | 174 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $50,024 | 98 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $43,081 | 102 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $16,702 | 51 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,000 | 67 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $13,246 | 38 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $13,275 | 41 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $14,123 | 51 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,027 | 51 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $11,978 | 50 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,793 | 56 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,728 | 56 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $13,325 | 55 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||