Position in CMI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$738,172
+$177,018 QoQ
Shares Held
1,035
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,194
of 2,094 holders
Holding Since
Jun 2024
9 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, 2026Cyndeo Wealth Partners, LLC holds $20,811,537 across 8 Specialty Industrial Machinery names. CMI ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
26,848 | $11,440,469 | |
| 2 | PH |
Parker-Hannifin Corp
|
4,473 | $4,375,130 | |
| 3 | ROK |
Rockwell Automation, Inc
|
2,836 | $1,404,046 | |
| 4 | GEV |
GE Vernova Inc.
|
946 | $1,111,417 | |
| 5 | ITW |
Illinois Tool Works Inc
|
3,299 | $892,280 | |
| 6 | CMI |
Cummins Inc
This page
|
1,035 | $738,172 | |
| 7 | EMR |
Emerson Electric Co
|
4,535 | $649,185 | |
| 8 | OTIS |
Otis Worldwide Corp
|
2,805 | $200,838 |
All Filings in CMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,172 | 1,035 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $561,154 | 1,043 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $533,420 | 1,045 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $452,358 | 1,071 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $350,752 | 1,071 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $336,321 | 1,073 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $370,910 | 1,064 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $336,417 | 1,039 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $287,176 | 1,037 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||