Position in CMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$217,529
+$159,889 QoQ
Shares Held
305
+73.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,789
of 2,094 holders
Holding Since
Dec 2024
4 quarters on record
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Kestra Investment Management, LLC holds $3,584,535 across 4 Specialty Industrial Machinery names. CMI ranks #4 (6.1% of the industry book) .
All Filings in CMI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,529 | 305 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $57,640 | 176 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $55,165 | 176 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $43,575 | 125 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||