Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,060,304
+$969,918 QoQ
Shares Held
5,693
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#627
of 2,094 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Stiles Financial Services Inc holds $12,001,045 across 5 Specialty Industrial Machinery names. CMI ranks #2 (33.8% of the industry book) .
All Filings in CMI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,060,304 | 5,693 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,090,386 | 5,744 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,900,887 | 5,683 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,438,764 | 5,774 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,807,472 | 5,519 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,518,303 | 4,844 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,851,066 | 5,310 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,711,230 | 5,285 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,410,127 | 5,092 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,493,580 | 5,069 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,091,241 | 4,555 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $896,705 | 3,925 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $626,874 | 2,557 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $652,859 | 2,733 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $671,385 | 2,771 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $564,536 | 2,774 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $467,568 | 2,416 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $501,493 | 2,445 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $450,240 | 2,064 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||