Position in CMI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$139,075
+$34,162 QoQ
Shares Held
195
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,869
of 2,102 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, 2026Intelligent Financial Strategies holds $139,075 across 1 Specialty Industrial Machinery name. CMI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
195 | $139,075 |
All Filings in CMI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,075 | 195 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $104,913 | 195 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $99,537 | 195 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $82,362 | 195 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $63,862 | 195 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $61,120 | 195 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $67,977 | 195 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $63,139 | 195 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $54,001 | 195 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $57,456 | 195 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $46,716 | 195 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $44,549 | 195 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $47,806 | 195 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $46,581 | 195 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $47,246 | 195 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $39,684 | 195 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $37,738 | 195 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $39,996 | 195 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $42,537 | 195 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||