Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$666,851
+$151,966 QoQ
Shares Held
935
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,238
of 2,094 holders
Holding Since
Dec 2023
8 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, 2026Balboa Wealth Partners holds $5,396,921 across 10 Specialty Industrial Machinery names. CMI ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
1,462 | $1,430,011 | |
| 2 | ETN |
Eaton Corp plc
|
2,003 | $853,518 | |
| 3 | CMI |
Cummins Inc
This page
|
935 | $666,851 | |
| 4 | GEV |
GE Vernova Inc.
|
530 | $622,675 | |
| 5 | MWA |
Mueller Water Products, Inc.
|
18,932 | $489,013 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,342 | $362,970 | |
| 7 | EMR |
Emerson Electric Co
|
2,324 | $332,680 | |
| 8 | WTS |
Watts Water Technologies Inc
|
736 | $288,107 |
All Filings in CMI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,851 | 935 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $514,885 | 957 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $498,709 | 977 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $437,997 | 1,037 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $304,902 | 931 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $306,768 | 880 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $336,741 | 1,040 | Shares | Sole | 2024-11-06 | |
| 2023-12-31 | $212,498 | 887 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||