Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,182,501
+$483,614 QoQ
Shares Held
1,658
+27.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,006
of 2,094 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $12,547,091 across 13 Specialty Industrial Machinery names. CMI ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,287 | $3,861,764 | |
| 2 | IR |
Ingersoll Rand Inc.
|
32,990 | $2,704,850 | |
| 3 | ETN |
Eaton Corp plc
|
4,635 | $1,975,065 | |
| 4 | CMI |
Cummins Inc
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|
1,658 | $1,182,501 | |
| 5 | PH |
Parker-Hannifin Corp
|
650 | $635,778 | |
| 6 | ROK |
Rockwell Automation, Inc
|
830 | $410,916 | |
| 7 | EMR |
Emerson Electric Co
|
2,403 | $343,989 | |
| 8 | DOV |
DOVER Corp
|
1,361 | $305,245 |
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,182,501 | 1,658 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $698,887 | 1,299 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $402,234 | 788 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $209,927 | 641 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $201,228 | 642 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $216,132 | 620 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||