Position in CMI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$325,223
+$58,366 QoQ
Shares Held
456
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,573
of 2,094 holders
Holding Since
Dec 2025
3 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, 2026Everhart Financial Group, Inc. holds $11,958,997 across 9 Specialty Industrial Machinery names. CMI ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,097 | $5,988,261 | |
| 2 | ITT |
Itt Inc.
|
8,523 | $1,685,508 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,240 | $1,212,868 | |
| 4 | AME |
Ametek Inc/
|
4,165 | $1,007,680 | |
| 5 | ETN |
Eaton Corp plc
|
1,368 | $582,932 | |
| 6 | EMR |
Emerson Electric Co
|
3,450 | $493,867 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,402 | $379,198 | |
| 8 | CMI |
Cummins Inc
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|
456 | $325,223 |
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,223 | 456 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $266,857 | 496 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $208,774 | 409 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||