Position in CMI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$32,984,930
+$2,651,950 QoQ
Shares Held
61,308
+3.2% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Kestra Advisory Services, LLC holds $783,798,764 across 30 Specialty Industrial Machinery names. CMI ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
603,127 | $539,943,415 | |
| 2 | ETN |
Eaton Corp plc
|
187,776 | $67,161,841 | |
| 3 | EMR |
Emerson Electric Co
|
254,847 | $33,390,053 | |
| 4 | GEV |
GE Vernova Inc.
|
38,018 | $33,185,912 | |
| 5 | CMI |
Cummins Inc
This page
|
61,308 | $32,984,930 | |
| 6 | ITW |
Illinois Tool Works Inc
|
90,548 | $23,568,738 | |
| 7 | DOV |
DOVER Corp
|
67,334 | $14,035,772 | |
| 8 | ROK |
Rockwell Automation, Inc
|
28,153 | $10,103,548 |
All Filings in CMI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,984,930 | 61,308 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $30,332,980 | 59,424 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,086,321 | 54,659 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,686,125 | 50,950 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $16,616,081 | 53,012 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,504,036 | 53,081 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,576,940 | 54,285 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,675,080 | 49,381 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,811,718 | 46,875 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,659,153 | 48,667 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,433,311 | 45,668 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,252,346 | 41,819 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,123,495 | 42,379 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,586,861 | 43,695 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,842,472 | 18,881 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,084,837 | 21,107 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,948,866 | 14,377 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $2,913,695 | 13,357 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $2,011,383 | 8,957 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $1,840,034 | 7,547 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $1,967,422 | 7,593 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $2,099,085 | 9,243 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $16,470 | 78 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||