Position in CMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,123,859
+$913,135 QoQ
Shares Held
4,380
+6.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#706
of 2,094 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $32,460,923 across 13 Specialty Industrial Machinery names. CMI ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
25,655 | $10,932,108 | |
| 2 | PH |
Parker-Hannifin Corp
|
7,892 | $7,719,323 | |
| 3 | GEV |
GE Vernova Inc.
|
4,926 | $5,787,360 | |
| 4 | CMI |
Cummins Inc
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|
4,380 | $3,123,859 | |
| 5 | EMR |
Emerson Electric Co
|
7,722 | $1,105,404 | |
| 6 | GNRC |
Generac Holdings Inc.
|
3,732 | $1,092,766 | |
| 7 | IR |
Ingersoll Rand Inc.
|
10,302 | $844,660 | |
| 8 | ITW |
Illinois Tool Works Inc
|
2,648 | $716,204 |
All Filings in CMI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,123,859 | 4,380 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,210,724 | 4,109 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,079,573 | 4,074 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $699,444 | 1,656 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $493,870 | 1,508 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $506,832 | 1,617 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $955,164 | 2,740 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,520,517 | 4,696 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,288,555 | 4,653 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,176,537 | 3,993 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $943,426 | 3,938 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $731,528 | 3,202 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||