Position in CMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,753,703
+$890,002 QoQ
Shares Held
3,861
+11.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#165
of 639 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $27,566,953 across 19 Specialty Industrial Machinery names. CMI ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,211 | $9,646,775 | |
| 2 | EMR |
Emerson Electric Co
|
25,894 | $3,706,726 | |
| 3 | ETN |
Eaton Corp plc
|
6,482 | $2,762,109 | |
| 4 | CMI |
Cummins Inc
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|
3,861 | $2,753,703 | |
| 5 | XYL |
Xylem Inc.
|
11,621 | $1,373,718 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,263 | $1,235,365 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,348 | $1,162,447 | |
| 8 | ITW |
Illinois Tool Works Inc
|
4,054 | $1,096,485 |
All Filings in CMI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,753,703 | 3,861 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,863,701 | 3,464 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,795,763 | 3,518 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,047,899 | 2,481 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $810,562 | 2,475 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $708,374 | 2,260 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $768,314 | 2,204 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $724,642 | 2,238 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $485,458 | 1,753 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $469,377 | 1,593 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $554,844 | 2,316 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $517,461 | 2,265 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $546,706 | 2,230 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $507,381 | 2,124 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||