Position in CMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,321,813
+$2,070,738 QoQ
Shares Held
10,266
+5.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#486
of 2,094 holders
Holding Since
Mar 2022
18 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, 2026HB Wealth Management, LLC holds $79,551,196 across 28 Specialty Industrial Machinery names. CMI ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
15,830 | $18,598,033 | |
| 2 | ETN |
Eaton Corp plc
|
29,416 | $12,534,745 | |
| 3 | PH |
Parker-Hannifin Corp
|
10,423 | $10,194,944 | |
| 4 | CMI |
Cummins Inc
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|
10,266 | $7,321,813 | |
| 5 | ITW |
Illinois Tool Works Inc
|
25,155 | $6,803,672 | |
| 6 | EMR |
Emerson Electric Co
|
30,002 | $4,294,786 | |
| 7 | DOV |
DOVER Corp
|
13,270 | $2,976,195 | |
| 8 | AME |
Ametek Inc/
|
9,397 | $2,273,510 |
All Filings in CMI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,321,813 | 10,266 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,251,075 | 9,760 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,666,023 | 9,141 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,576,206 | 8,467 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,095,672 | 6,399 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,941,447 | 6,194 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,029,764 | 2,954 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $993,711 | 3,069 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $783,711 | 2,830 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $765,500 | 2,598 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $598,206 | 2,497 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $629,635 | 2,756 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $545,235 | 2,224 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $414,217 | 1,734 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $412,377 | 1,702 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $328,465 | 1,614 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $229,139 | 1,184 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $220,493 | 1,075 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||