Position in CMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$774,545
+$306,468 QoQ
Shares Held
1,086
+24.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,171
of 2,094 holders
Holding Since
Sep 2025
4 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $4,101,880 across 10 Specialty Industrial Machinery names. CMI ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
797 | $936,362 | |
| 2 | CMI |
Cummins Inc
This page
|
1,086 | $774,545 | |
| 3 | AME |
Ametek Inc/
|
2,000 | $483,879 | |
| 4 | DOV |
DOVER Corp
|
1,702 | $381,724 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,121 | $303,196 | |
| 6 | CR |
Crane Co
|
1,190 | $265,453 | |
| 7 | XYL |
Xylem Inc.
|
2,198 | $259,825 | |
| 8 | PH |
Parker-Hannifin Corp
|
253 | $247,463 |
All Filings in CMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,545 | 1,086 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $468,077 | 870 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $407,849 | 799 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $323,535 | 766 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||