Position in CMI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$768,840
+$196,925 QoQ
Shares Held
1,078
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,176
of 2,094 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Bison Wealth, LLC holds $7,816,210 across 7 Specialty Industrial Machinery names. CMI ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,517 | $1,782,262 | |
| 2 | PH |
Parker-Hannifin Corp
|
1,711 | $1,673,563 | |
| 3 | ITW |
Illinois Tool Works Inc
|
4,508 | $1,219,278 | |
| 4 | ETN |
Eaton Corp plc
|
2,283 | $972,831 | |
| 5 | CMI |
Cummins Inc
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|
1,078 | $768,840 | |
| 6 | EMR |
Emerson Electric Co
|
5,031 | $720,187 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,372 | $679,249 |
All Filings in CMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,840 | 1,078 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $571,915 | 1,063 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $535,972 | 1,050 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $350,144 | 829 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $212,220 | 648 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||