Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,327,204
+$707,764 QoQ
Shares Held
3,263
+8.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.98%
of 13F equity value
Holder Rank
#798
of 2,094 holders
Holding Since
Sep 2022
5 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, 2026Virtus Family Office LLC holds $2,327,204 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
|
3,263 | $2,327,204 |
All Filings in CMI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,327,204 | 3,263 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,619,440 | 3,010 | Shares | Sole | 2026-05-07 | |
| 2023-03-31 | $1,207,777 | 5,056 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,222,837 | 5,047 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $930,040 | 4,570 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||