Position in CMI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,499,087
+$1,370,322 QoQ
Shares Held
3,504
+67.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#777
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, 2026Confluence Wealth Services, Inc. holds $23,290,273 across 11 Specialty Industrial Machinery names. CMI ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
19,869 | $8,466,578 | |
| 2 | GEV |
GE Vernova Inc.
|
4,067 | $4,778,155 | |
| 3 | CMI |
Cummins Inc
This page
|
3,504 | $2,499,087 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,821 | $1,891,700 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,840 | $1,799,740 | |
| 6 | EMR |
Emerson Electric Co
|
12,001 | $1,717,943 | |
| 7 | ITW |
Illinois Tool Works Inc
|
3,974 | $1,074,847 | |
| 8 | NDSN |
Nordson Corp
|
995 | $300,181 |
All Filings in CMI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,499,087 | 3,504 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,128,765 | 2,098 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,086,237 | 2,128 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $898,803 | 2,128 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $686,112 | 2,095 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $656,656 | 2,095 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $730,317 | 2,095 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $707,804 | 2,186 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $943,500 | 3,407 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $756,366 | 2,567 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $445,121 | 1,858 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $427,905 | 1,873 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $455,507 | 1,858 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $442,644 | 1,853 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $448,963 | 1,853 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $377,104 | 1,853 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $382,802 | 1,978 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $373,710 | 1,822 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $393,960 | 1,806 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||