Position in CMI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$430,065
+$102,411 QoQ
Shares Held
603
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,442
of 2,094 holders
Holding Since
Sep 2025
4 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, 2026Canopy Partners, LLC holds $4,594,488 across 7 Specialty Industrial Machinery names. CMI ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
3,556 | $1,515,282 | |
| 2 | ITW |
Illinois Tool Works Inc
|
2,962 | $801,132 | |
| 3 | EMR |
Emerson Electric Co
|
4,477 | $640,882 | |
| 4 | GEV |
GE Vernova Inc.
|
501 | $588,604 | |
| 5 | CMI |
Cummins Inc
This page
|
603 | $430,065 | |
| 6 | PH |
Parker-Hannifin Corp
|
356 | $348,210 | |
| 7 | ROK |
Rockwell Automation, Inc
|
546 | $270,313 |
All Filings in CMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,065 | 603 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $327,654 | 609 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $305,249 | 598 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $256,378 | 607 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||