Position in CMI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$230,366
+$85,639 QoQ
Shares Held
323
+20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#622
of 776 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $2,233,216 across 40 Specialty Industrial Machinery names. CMI ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
396 | $387,335 | |
| 2 | GEV |
GE Vernova Inc.
|
308 | $361,856 | |
| 3 | EMR |
Emerson Electric Co
|
1,726 | $247,076 | |
| 4 | CMI |
Cummins Inc
This page
|
323 | $230,366 | |
| 5 | OTIS |
Otis Worldwide Corp
|
1,923 | $137,686 | |
| 6 | AME |
Ametek Inc/
|
485 | $117,340 | |
| 7 | ITW |
Illinois Tool Works Inc
|
380 | $102,778 | |
| 8 | CR |
Crane Co
|
395 | $88,112 |
All Filings in CMI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,366 | 323 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $144,727 | 269 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $115,872 | 227 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $93,766 | 222 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $17,685 | 54 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $75,852 | 242 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $28,585 | 82 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $30,760 | 95 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $878,145 | 3,171 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $942,585 | 3,199 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $775,248 | 3,236 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $739,981 | 3,239 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $813,440 | 3,318 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $793,320 | 3,321 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $822,089 | 3,393 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||