Position in CMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,202,472
+$423,420 QoQ
Shares Held
1,686
+16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#998
of 2,094 holders
Holding Since
Jun 2025
5 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $15,204,690 across 10 Specialty Industrial Machinery names. CMI ranks #7 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
28,371 | $4,061,308 | |
| 2 | DCI |
DONALDSON Co INC
|
19,560 | $1,755,901 | |
| 3 | NDSN |
Nordson Corp
|
5,717 | $1,724,761 | |
| 4 | ITW |
Illinois Tool Works Inc
|
6,006 | $1,624,442 | |
| 5 | GGG |
Graco Inc
|
17,850 | $1,349,638 | |
| 6 | ETN |
Eaton Corp plc
|
3,140 | $1,338,016 | |
| 7 | CMI |
Cummins Inc
This page
|
1,686 | $1,202,472 | |
| 8 | AOS |
Smith A O Corp
|
16,376 | $1,027,102 |
All Filings in CMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,202,472 | 1,686 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $779,052 | 1,448 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $751,892 | 1,473 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $622,151 | 1,473 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $482,407 | 1,473 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||