Position in CMI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$692,526
+$691,301 QoQ
Shares Held
971
+19320.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,219
of 2,094 holders
Holding Since
Dec 2022
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, 2026Fiduciary Alliance LLC holds $16,525,974 across 7 Specialty Industrial Machinery names. CMI ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
23,864 | $10,168,927 | |
| 2 | GEV |
GE Vernova Inc.
|
2,428 | $2,852,560 | |
| 3 | EMR |
Emerson Electric Co
|
8,598 | $1,230,803 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,603 | $793,613 | |
| 5 | CMI |
Cummins Inc
This page
|
971 | $692,526 | |
| 6 | GGG |
Graco Inc
|
7,751 | $586,053 | |
| 7 | PH |
Parker-Hannifin Corp
|
206 | $201,492 |
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,526 | 971 | Shares | Sole | 2026-07-20 | |
| 2023-06-30 | $1,225 | 5 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $1,211 | 5 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||