Position in CMI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$44,219
+$10,862 QoQ
Shares Held
62
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,941
of 2,094 holders
Holding Since
Dec 2025
3 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, 2026Acumen Wealth Advisors, LLC holds $10,224,867 across 10 Specialty Industrial Machinery names. CMI ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,550 | $4,170,753 | |
| 2 | ETN |
Eaton Corp plc
|
7,696 | $3,279,419 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,636 | $2,578,324 | |
| 4 | FLS |
Flowserve Corp
|
1,222 | $90,623 | |
| 5 | CMI |
Cummins Inc
This page
|
62 | $44,219 | |
| 6 | WTS |
Watts Water Technologies Inc
|
100 | $39,145 | |
| 7 | RRX |
Regal Rexnord Corp
|
55 | $13,100 | |
| 8 | OTIS |
Otis Worldwide Corp
|
77 | $5,513 |
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,219 | 62 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $33,357 | 62 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $31,647 | 62 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||