Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$489,262
+$120,181 QoQ
Shares Held
686
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,376
of 2,094 holders
Holding Since
Mar 2025
6 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, 2026Curran Financial Partners, LLC holds $1,218,850 across 2 Specialty Industrial Machinery names. CMI ranks #2 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
621 | $729,588 | |
| 2 | CMI |
Cummins Inc
This page
|
686 | $489,262 |
All Filings in CMI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,262 | 686 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $369,081 | 686 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $350,168 | 686 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $442,643 | 1,048 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $378,590 | 1,156 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $309,365 | 987 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||