Position in CMI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,688,801
+$743,859 QoQ
Shares Held
3,770
+4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#755
of 2,102 holders
Holding Since
Dec 2021
12 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, 2026RETIREMENT GUYS FORMULA LLC holds $6,367,337 across 4 Specialty Industrial Machinery names. CMI ranks #2 (42.2% of the industry book) .
All Filings in CMI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,688,801 | 3,770 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,944,942 | 3,615 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,062,728 | 4,041 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,021,462 | 4,786 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,744,592 | 5,327 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,532,094 | 4,888 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,627,613 | 4,669 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,537,031 | 4,747 | Shares | Sole | 2024-10-21 | |
| 2022-09-30 | $492,290 | 2,419 | Shares | Sole | 2022-12-16 | |
| 2022-06-30 | $487,695 | 2,520 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $453,703 | 2,212 | Shares | Other | 2022-07-18 | |
| 2021-12-31 | $408,139 | 1,871 | Shares | Other | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||