Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,707,265
+$960,673 QoQ
Shares Held
5,198
+1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#666
of 2,094 holders
Holding Since
Dec 2024
7 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, 2026Callan Family Office, LLC holds $70,914,194 across 28 Specialty Industrial Machinery names. CMI ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,589 | $10,090,872 | |
| 2 | WTS |
Watts Water Technologies Inc
|
25,757 | $10,082,577 | |
| 3 | ETN |
Eaton Corp plc
|
19,690 | $8,390,302 | |
| 4 | GGG |
Graco Inc
|
66,473 | $5,026,023 | |
| 5 | KAI |
Kadant Inc
|
13,989 | $4,395,763 | |
| 6 | DCI |
DONALDSON Co INC
|
43,988 | $3,948,802 | |
| 7 | CMI |
Cummins Inc
This page
|
5,198 | $3,707,265 | |
| 8 | PH |
Parker-Hannifin Corp
|
3,454 | $3,378,426 |
All Filings in CMI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,707,265 | 5,198 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,746,592 | 5,105 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,621,671 | 5,136 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $973,985 | 2,306 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $846,587 | 2,585 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $388,352 | 1,239 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $462,940 | 1,328 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||