Position in CMI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$627,624
+$366,685 QoQ
Shares Held
880
+81.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,265
of 2,094 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Spire Wealth Management holds $16,398,265 across 32 Specialty Industrial Machinery names. CMI ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
7,508 | $8,820,848 | |
| 2 | ETN |
Eaton Corp plc
|
7,322 | $3,120,050 | |
| 3 | SYM |
Symbotic Inc.
|
28,730 | $1,291,413 | |
| 4 | PH |
Parker-Hannifin Corp
|
660 | $645,558 | |
| 5 | CMI |
Cummins Inc
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|
880 | $627,624 | |
| 6 | EMR |
Emerson Electric Co
|
4,170 | $596,935 | |
| 7 | DOV |
DOVER Corp
|
1,240 | $278,107 | |
| 8 | GHM |
Graham Corp
|
1,501 | $185,808 |
All Filings in CMI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,624 | 880 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $260,939 | 485 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $258,287 | 506 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $213,719 | 506 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $183,400 | 560 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $214,392 | 684 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $241,928 | 694 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $216,291 | 668 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $171,142 | 618 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $282,274 | 958 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $233,580 | 975 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $267,298 | 1,170 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $308,166 | 1,257 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $300,749 | 1,259 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $279,118 | 1,152 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $191,909 | 943 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $294,746 | 1,523 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $393,811 | 1,920 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $626,279 | 2,871 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $402,411 | 1,792 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $8,582,355 | 35,201 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $8,846,274 | 34,141 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||