Position in CMI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,400,744
+$314,482 QoQ
Shares Held
1,964
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.60%
of 13F equity value
Holder Rank
#954
of 2,094 holders
Holding Since
Sep 2022
16 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, 2026Joule Financial, LLC holds $2,334,529 across 3 Specialty Industrial Machinery names. CMI ranks #1 (60.0% of the industry book) .
All Filings in CMI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,400,744 | 1,964 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,086,262 | 2,019 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,044,380 | 2,046 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $864,169 | 2,046 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $666,135 | 2,034 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $629,700 | 2,009 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $706,960 | 2,028 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $656,646 | 2,028 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $564,383 | 2,038 | Shares | Sole | 2024-10-17 | |
| 2024-03-31 | $570,442 | 1,936 | Shares | Sole | 2024-10-17 | |
| 2023-12-31 | $468,838 | 1,957 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $743,180 | 3,253 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $756,808 | 3,087 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $672,686 | 2,816 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $635,284 | 2,622 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $282,471 | 1,388 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||