Position in CMI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$10,698
-$2,214 QoQ
Shares Held
15
-37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,031
of 2,094 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $1,119,177 across 22 Specialty Industrial Machinery names. CMI ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
741 | $870,571 | |
| 2 | ETN |
Eaton Corp plc
|
132 | $56,247 | |
| 3 | MIDD |
MIDDLEBY Corp
|
384 | $53,151 | |
| 4 | GNRC |
Generac Holdings Inc.
|
143 | $41,871 | |
| 5 | ITW |
Illinois Tool Works Inc
|
117 | $31,644 | |
| 6 | OTIS |
Otis Worldwide Corp
|
250 | $17,900 | |
| 7 | PH |
Parker-Hannifin Corp
|
16 | $15,649 | |
| 8 | PNR |
PENTAIR plc
|
148 | $11,345 |
All Filings in CMI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,698 | 15 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $12,912 | 24 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $15,823 | 31 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $7,180 | 17 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,240 | 16 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $6,268 | 20 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,972 | 20 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $22,017 | 68 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,923 | 25 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,366 | 25 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $16,769 | 70 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $3,655 | 16 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $4,658 | 19 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $3,822 | 16 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $3,876 | 16 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $1,221 | 6 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||