Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,063,314
+$663,926 QoQ
Shares Held
2,893
+11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#825
of 2,094 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $14,351,243 across 10 Specialty Industrial Machinery names. CMI ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,684 | $4,328,182 | |
| 2 | ETN |
Eaton Corp plc
|
8,165 | $3,479,267 | |
| 3 | CMI |
Cummins Inc
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|
2,893 | $2,063,314 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,527 | $1,493,588 | |
| 5 | EMR |
Emerson Electric Co
|
5,979 | $855,891 | |
| 6 | XYL |
Xylem Inc.
|
6,585 | $778,411 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,844 | $769,215 | |
| 8 | WTS |
Watts Water Technologies Inc
|
581 | $227,430 |
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,063,314 | 2,893 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,399,388 | 2,601 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,273,571 | 2,495 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $972,294 | 2,302 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $742,769 | 2,268 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $710,567 | 2,267 | Shares | Other | 2025-06-02 | |
| No filing history on record for this holder in this stock. | ||||||