Position in CMI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$210,588,090
+$49,386,539 QoQ
Shares Held
295,268
-1.5% QoQ
Ownership
0.214%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#64
of 2,094 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 10%
Shared 4%
None 86%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Corient Private Wealth LLC holds $1,199,282,532 across 39 Specialty Industrial Machinery names. CMI ranks #1 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
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|
295,268 | $210,588,090 | |
| 2 | ETN |
Eaton Corp plc
|
6,329,843 | $191,188,318 | |
| 3 | PH |
Parker-Hannifin Corp
|
173,486 | $169,690,125 | |
| 4 | ITW |
Illinois Tool Works Inc
|
524,153 | $141,767,661 | |
| 5 | EMR |
Emerson Electric Co
|
906,855 | $129,816,293 | |
| 6 | GEV |
GE Vernova Inc.
|
70,867 | $83,258,803 | |
| 7 | ROK |
Rockwell Automation, Inc
|
120,363 | $59,589,313 | |
| 8 | IEX |
Idex Corp /De/
|
215,589 | $48,927,923 |
All Filings in CMI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,588,090 | 295,268 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $161,201,551 | 299,620 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $163,434,349 | 320,177 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $136,538,280 | 323,267 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $107,225,136 | 327,405 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $102,732,779 | 327,759 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $113,073,637 | 324,365 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $106,039,281 | 327,494 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $91,127,415 | 329,063 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $94,116,217 | 319,417 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $79,776,090 | 332,997 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $75,973,230 | 332,545 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $80,001,835 | 326,325 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $10,578,561 | 44,284 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $9,657,920 | 39,861 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||