Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$734,606
+$180,446 QoQ
Shares Held
1,030
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,195
of 2,094 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SWEENEY & MICHEL, LLC holds $1,529,879 across 3 Specialty Industrial Machinery names. CMI ranks #1 (48.0% of the industry book) .
All Filings in CMI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,606 | 1,030 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $554,160 | 1,030 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $525,763 | 1,030 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $435,041 | 1,030 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $337,325 | 1,030 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $322,843 | 1,030 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $333,503 | 1,030 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $284,960 | 1,029 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $303,194 | 1,029 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $235,085 | 1,029 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $252,269 | 1,029 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $245,807 | 1,029 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||