Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$71,321
+$17,519 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,905
of 2,094 holders
Holding Since
Sep 2024
8 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, 2026Atlantic Private Wealth, LLC holds $117,034 across 8 Specialty Industrial Machinery names. CMI ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
100 | $71,321 | |
| 2 | AME |
Ametek Inc/
|
123 | $29,758 | |
| 3 | GEV |
GE Vernova Inc.
|
8 | $9,398 | |
| 4 | EPAC |
Enerpac Tool Group Corp
|
58 | $2,079 | |
| 5 | ETN |
Eaton Corp plc
|
4 | $1,704 | |
| 6 | ITW |
Illinois Tool Works Inc
|
4 | $1,081 | |
| 7 | PH |
Parker-Hannifin Corp
|
1 | $978 | |
| 8 | EMR |
Emerson Electric Co
|
5 | $715 |
All Filings in CMI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,321 | 100 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $53,802 | 100 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $51,045 | 100 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $42,237 | 100 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $32,750 | 100 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $31,344 | 100 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $34,860 | 100 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $32,379 | 100 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||