Position in CMI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$860,130
+$248,941 QoQ
Shares Held
1,206
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,129
of 2,094 holders
Holding Since
Jun 2023
11 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, 2026Portside Wealth Group, LLC holds $10,046,851 across 14 Specialty Industrial Machinery names. CMI ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,980 | $2,326,222 | |
| 2 | NPO |
Enpro Inc.
|
2,760 | $1,040,326 | |
| 3 | MIR |
Mirion Technologies, Inc.
|
51,881 | $930,225 | |
| 4 | AME |
Ametek Inc/
|
3,654 | $884,048 | |
| 5 | CMI |
Cummins Inc
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|
1,206 | $860,130 | |
| 6 | ETN |
Eaton Corp plc
|
1,794 | $764,459 | |
| 7 | PH |
Parker-Hannifin Corp
|
658 | $643,602 | |
| 8 | JBTM |
JBT MAREL Corp
|
3,797 | $550,565 |
All Filings in CMI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860,130 | 1,206 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $611,189 | 1,136 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $493,094 | 966 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $386,045 | 914 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $323,897 | 989 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $337,887 | 1,078 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $438,887 | 1,259 | Shares | Other | 2025-04-14 | |
| 2024-06-30 | $247,575 | 894 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $233,657 | 793 | Shares | Other | 2024-04-17 | |
| 2023-09-30 | $368,277 | 1,612 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $391,030 | 1,595 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||