Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,316,505
+$601,298 QoQ
Shares Held
3,248
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#801
of 2,094 holders
Holding Since
Jun 2023
12 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, 2026Compound Planning, Inc. holds $25,867,386 across 22 Specialty Industrial Machinery names. CMI ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
7,471 | $8,777,378 | |
| 2 | ETN |
Eaton Corp plc
|
7,463 | $3,180,133 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,573 | $2,516,702 | |
| 4 | CMI |
Cummins Inc
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|
3,248 | $2,316,505 | |
| 5 | ITW |
Illinois Tool Works Inc
|
5,898 | $1,595,231 | |
| 6 | EMR |
Emerson Electric Co
|
10,771 | $1,541,867 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,317 | $1,147,100 | |
| 8 | AME |
Ametek Inc/
|
2,656 | $642,592 |
All Filings in CMI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,316,505 | 3,248 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,715,207 | 3,188 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,613,021 | 3,160 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,122,237 | 2,657 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $731,635 | 2,234 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $535,668 | 1,709 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $603,426 | 1,731 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $433,231 | 1,338 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $339,516 | 1,226 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $352,696 | 1,197 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $278,859 | 1,164 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $209,366 | 854 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||