Position in CMI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$221,808
New position
Shares Held
311
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,777
of 2,094 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Heritage Wealth Management, Inc. holds $6,843,692 across 7 Specialty Industrial Machinery names. CMI ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
7,666 | $3,266,635 | |
| 2 | EMR |
Emerson Electric Co
|
9,390 | $1,344,178 | |
| 3 | GEV |
GE Vernova Inc.
|
845 | $992,756 | |
| 4 | GNRC |
Generac Holdings Inc.
|
1,685 | $493,384 | |
| 5 | ITW |
Illinois Tool Works Inc
|
978 | $264,519 | |
| 6 | ROK |
Rockwell Automation, Inc
|
526 | $260,412 | |
| 7 | CMI |
Cummins Inc
This page
|
311 | $221,808 |
All Filings in CMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,808 | 311 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||