Position in CMI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$83,445
-$1,513,398 QoQ
Shares Held
117
-96.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,898
of 2,094 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026GoalVest Advisory LLC holds $354,744 across 8 Specialty Industrial Machinery names. CMI ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
117 | $83,445 | |
| 2 | PH |
Parker-Hannifin Corp
|
79 | $77,271 | |
| 3 | FLS |
Flowserve Corp
|
785 | $58,215 | |
| 4 | GEV |
GE Vernova Inc.
|
47 | $55,218 | |
| 5 | GNRC |
Generac Holdings Inc.
|
135 | $39,529 | |
| 6 | IEX |
Idex Corp /De/
|
148 | $33,588 | |
| 7 | SMR |
NUSCALE POWER Corp
|
503 | $5,045 | |
| 8 | EMR |
Emerson Electric Co
|
17 | $2,433 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,445 | 117 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,596,843 | 2,968 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,505,827 | 2,950 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,245,991 | 2,950 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $930,100 | 2,840 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $891,109 | 2,843 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $895,902 | 2,570 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $832,140 | 2,570 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $725,556 | 2,620 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $754,304 | 2,560 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||