Position in CMI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$70,607
+$17,344 QoQ
Shares Held
99
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,908
of 2,094 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $181,060,208 across 15 Specialty Industrial Machinery names. CMI ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
144,680 | $169,978,744 | |
| 2 | PH |
Parker-Hannifin Corp
|
6,940 | $6,788,152 | |
| 3 | ETN |
Eaton Corp plc
|
9,399 | $4,005,101 | |
| 4 | EMR |
Emerson Electric Co
|
636 | $91,043 | |
| 5 | CMI |
Cummins Inc
This page
|
99 | $70,607 | |
| 6 | ROK |
Rockwell Automation, Inc
|
69 | $34,160 | |
| 7 | FLS |
Flowserve Corp
|
407 | $30,183 | |
| 8 | ITW |
Illinois Tool Works Inc
|
105 | $28,399 |
All Filings in CMI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,607 | 99 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $53,263 | 99 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $50,534 | 99 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $35,479 | 84 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $27,510 | 84 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $30,403 | 97 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $33,814 | 97 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $31,407 | 97 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $26,862 | 97 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $29,759 | 101 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $24,196 | 101 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $23,074 | 101 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $24,761 | 101 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $24,126 | 101 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $24,471 | 101 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $20,961 | 103 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $20,707 | 107 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $93,735 | 457 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $99,689 | 457 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $102,623 | 457 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $108,495 | 445 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $50,008 | 193 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $38,607 | 170 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||