Position in CMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,370,789
+$437,325 QoQ
Shares Held
1,922
+10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#961
of 2,094 holders
Holding Since
Dec 2023
10 quarters on record
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Simplicity Wealth,LLC holds $11,083,343 across 11 Specialty Industrial Machinery names. CMI ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,939 | $2,278,053 | |
| 2 | CMI |
Cummins Inc
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|
1,922 | $1,370,789 | |
| 3 | ETN |
Eaton Corp plc
|
2,759 | $1,175,665 | |
| 4 | ITW |
Illinois Tool Works Inc
|
4,179 | $1,130,294 | |
| 5 | EMR |
Emerson Electric Co
|
7,573 | $1,084,074 | |
| 6 | PH |
Parker-Hannifin Corp
|
959 | $938,017 | |
| 7 | GNRC |
Generac Holdings Inc.
|
2,665 | $780,338 | |
| 8 | GGG |
Graco Inc
|
9,759 | $737,877 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,370,789 | 1,922 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $933,464 | 1,735 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,032,129 | 2,022 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,006,085 | 2,382 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,224,380 | 6,792 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $963,828 | 3,075 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $1,083,401 | 3,346 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,165,863 | 11,432 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,375,510 | 11,456 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $537,595 | 2,244 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||