Position in CMI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,671,764
+$409,032 QoQ
Shares Held
2,344
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#887
of 2,094 holders
Holding Since
Dec 2025
3 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, 2026B.O.S.S. Retirement Advisors, LLC holds $2,184,877 across 3 Specialty Industrial Machinery names. CMI ranks #1 (76.5% of the industry book) .
All Filings in CMI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,671,764 | 2,344 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,262,732 | 2,347 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $795,281 | 1,558 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||