Position in CMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,549,487
+$1,392,207 QoQ
Shares Held
7,781
+0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#546
of 2,102 holders
Holding Since
Dec 2023
11 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, 2026Icon Wealth Advisors, LLC holds $16,090,246 across 7 Specialty Industrial Machinery names. CMI ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
13,485 | $5,746,228 | |
| 2 | CMI |
Cummins Inc
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|
7,781 | $5,549,487 | |
| 3 | ITW |
Illinois Tool Works Inc
|
5,165 | $1,396,977 | |
| 4 | GEV |
GE Vernova Inc.
|
1,154 | $1,355,788 | |
| 5 | EMR |
Emerson Electric Co
|
8,129 | $1,163,666 | |
| 6 | PH |
Parker-Hannifin Corp
|
631 | $617,193 | |
| 7 | ROK |
Rockwell Automation, Inc
|
527 | $260,907 |
All Filings in CMI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,549,487 | 7,781 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,157,280 | 7,727 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,006,096 | 1,971 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $805,459 | 1,907 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $606,202 | 1,851 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $564,192 | 1,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $543,816 | 1,560 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $461,076 | 1,424 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $367,763 | 1,328 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $260,470 | 884 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $143,262 | 598 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||