Position in CMI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,326,570
+$508,242 QoQ
Shares Held
1,860
+22.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#968
of 2,102 holders
Holding Since
Dec 2022
7 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, 2026Accurate Wealth Management, LLC holds $7,737,788 across 7 Specialty Industrial Machinery names. CMI ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
2,744 | $2,683,961 | |
| 2 | GEV |
GE Vernova Inc.
|
1,154 | $1,355,788 | |
| 3 | CMI |
Cummins Inc
This page
|
1,860 | $1,326,570 | |
| 4 | ETN |
Eaton Corp plc
|
2,091 | $891,016 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,482 | $671,306 | |
| 6 | EMR |
Emerson Electric Co
|
3,816 | $546,260 | |
| 7 | ROK |
Rockwell Automation, Inc
|
531 | $262,887 |
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,326,570 | 1,860 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $818,328 | 1,521 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $670,731 | 1,314 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $496,707 | 1,176 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $362,870 | 1,108 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $330,992 | 1,056 | Shares | Sole | 2025-04-15 | |
| 2022-12-31 | $23,502 | 97 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||