Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,500,829
+$2,809,833 QoQ
Shares Held
10,517
+20.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#478
of 2,094 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $68,537,069 across 19 Specialty Industrial Machinery names. CMI ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
11,576 | $13,600,179 | |
| 2 | PH |
Parker-Hannifin Corp
|
12,056 | $11,792,214 | |
| 3 | ETN |
Eaton Corp plc
|
23,340 | $9,945,640 | |
| 4 | CMI |
Cummins Inc
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|
10,517 | $7,500,829 | |
| 5 | WTS |
Watts Water Technologies Inc
|
12,986 | $5,083,369 | |
| 6 | NDSN |
Nordson Corp
|
14,539 | $4,386,270 | |
| 7 | EMR |
Emerson Electric Co
|
24,469 | $3,502,737 | |
| 8 | KAI |
Kadant Inc
|
7,411 | $2,328,758 |
All Filings in CMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,500,829 | 10,517 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,690,996 | 8,719 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,489,889 | 10,755 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,828,784 | 9,065 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $273,135 | 834 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $276,140 | 881 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $262,495 | 753 | Shares | Sole | 2025-02-05 | |
| 2024-03-31 | $303,489 | 1,030 | Shares | Sole | 2024-05-06 | |
| 2021-03-31 | $319,482 | 1,233 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||