Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,722,558
+$2,395,981 QoQ
Shares Held
12,230
+4.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#448
of 2,094 holders
Holding Since
Dec 2021
19 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, 2026Lifeworks Advisors, LLC holds $25,405,396 across 7 Specialty Industrial Machinery names. CMI ranks #1 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
12,230 | $8,722,558 | |
| 2 | ITW |
Illinois Tool Works Inc
|
21,587 | $5,838,635 | |
| 3 | PNR |
PENTAIR plc
|
50,229 | $3,850,555 | |
| 4 | OTIS |
Otis Worldwide Corp
|
53,317 | $3,817,497 | |
| 5 | GEV |
GE Vernova Inc.
|
1,951 | $2,292,151 | |
| 6 | ETN |
Eaton Corp plc
|
1,275 | $543,303 | |
| 7 | EMR |
Emerson Electric Co
|
2,380 | $340,697 |
All Filings in CMI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,722,558 | 12,230 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,326,577 | 11,759 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,064,656 | 11,881 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,421,541 | 12,836 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,128,792 | 12,607 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,870,984 | 12,350 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,715,378 | 10,658 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,125,868 | 9,654 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,365,536 | 8,542 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,292,124 | 11,173 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,066,051 | 8,624 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,772,392 | 7,758 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,750,197 | 7,139 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,402,942 | 5,873 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,647,087 | 6,798 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,359,446 | 6,680 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,260,654 | 6,514 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,356,187 | 6,612 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $573,708 | 2,630 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||