Position in CMI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,732,387
+$372,273 QoQ
Shares Held
2,429
-3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#877
of 2,094 holders
Holding Since
Mar 2022
18 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, 2026TECTONIC ADVISORS LLC holds $11,879,738 across 8 Specialty Industrial Machinery names. CMI ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
20,469 | $5,993,527 | |
| 2 | CMI |
Cummins Inc
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|
2,429 | $1,732,387 | |
| 3 | GTES |
Gates Industrial Corp Ltd.
|
27,184 | $760,336 | |
| 4 | DOV |
DOVER Corp
|
3,348 | $750,889 | |
| 5 | RRX |
Regal Rexnord Corp
|
3,112 | $741,247 | |
| 6 | ITT |
Itt Inc.
|
3,618 | $715,495 | |
| 7 | IEX |
Idex Corp /De/
|
2,752 | $624,566 | |
| 8 | EMR |
Emerson Electric Co
|
3,921 | $561,291 |
All Filings in CMI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,732,387 | 2,429 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $1,360,114 | 2,528 | Shares | Other | 2026-04-17 | |
| 2025-12-31 | $1,330,232 | 2,606 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $1,320,750 | 3,127 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $1,036,865 | 3,166 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $876,691 | 2,797 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $1,064,973 | 3,055 | Shares | Other | 2025-01-27 | |
| 2024-09-30 | $1,037,423 | 3,204 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $903,068 | 3,261 | Shares | Other | 2024-08-02 | |
| 2024-03-31 | $906,048 | 3,075 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $645,401 | 2,694 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $578,003 | 2,530 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $573,919 | 2,341 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $408,007 | 1,708 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $352,047 | 1,453 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $289,594 | 1,423 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $244,234 | 1,262 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $228,902 | 1,116 | Shares | Defined | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||