Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,261,509
+$1,200,355 QoQ
Shares Held
4,573
+19.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
19 quarters on record
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $21,313,630 across 18 Specialty Industrial Machinery names. CMI ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,915 | $4,599,576 | |
| 2 | CMI |
Cummins Inc
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|
4,573 | $3,261,509 | |
| 3 | ETN |
Eaton Corp plc
|
7,556 | $3,219,762 | |
| 4 | ROK |
Rockwell Automation, Inc
|
5,746 | $2,844,729 | |
| 5 | EMR |
Emerson Electric Co
|
16,204 | $2,319,602 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,644 | $1,608,029 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,847 | $1,310,968 | |
| 8 | NNE |
Nano Nuclear Energy Inc.
|
36,796 | $777,867 |
All Filings in CMI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,261,509 | 4,573 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,061,154 | 3,831 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $877,463 | 1,719 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $553,304 | 1,310 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $496,162 | 1,515 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $998,619 | 3,186 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,112,731 | 3,192 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $898,193 | 2,774 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $997,501 | 3,602 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,078,419 | 3,660 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $901,262 | 3,762 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $656,365 | 2,873 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $369,456 | 1,507 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $581,672 | 2,435 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $733,896 | 3,029 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $545,813 | 2,682 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $509,177 | 2,631 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $556,463 | 2,713 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $538,151 | 2,467 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||