Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$58,354,842
+$10,293,516 QoQ
Shares Held
81,820
-8.4% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#151
of 2,094 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CSM Advisors, LLC holds $82,367,825 across 8 Specialty Industrial Machinery names. CMI ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
81,820 | $58,354,842 | |
| 2 | GEV |
GE Vernova Inc.
|
10,998 | $12,921,110 | |
| 3 | GTES |
Gates Industrial Corp Ltd.
|
212,018 | $5,930,143 | |
| 4 | ETN |
Eaton Corp plc
|
6,810 | $2,901,877 | |
| 5 | DOV |
DOVER Corp
|
6,317 | $1,416,776 | |
| 6 | RRX |
Regal Rexnord Corp
|
2,010 | $478,761 | |
| 7 | EMR |
Emerson Electric Co
|
2,545 | $364,316 | |
| 8 | 1,330 | $0 |
All Filings in CMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,354,842 | 81,820 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,061,326 | 89,330 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $52,588,600 | 103,024 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $49,316,343 | 116,761 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,769,507 | 103,113 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||