Position in CMI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$357,318
+$87,770 QoQ
Shares Held
501
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,526
of 2,094 holders
Holding Since
Sep 2025
4 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, 2026Quotient Wealth Partners, LLC holds $5,346,472 across 8 Specialty Industrial Machinery names. CMI ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,499 | $1,761,115 | |
| 2 | ETN |
Eaton Corp plc
|
2,251 | $959,196 | |
| 3 | PH |
Parker-Hannifin Corp
|
676 | $661,209 | |
| 4 | OTIS |
Otis Worldwide Corp
|
7,788 | $557,620 | |
| 5 | EMR |
Emerson Electric Co
|
3,405 | $487,425 | |
| 6 | CMI |
Cummins Inc
This page
|
501 | $357,318 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,190 | $321,859 | |
| 8 | AME |
Ametek Inc/
|
995 | $240,730 |
All Filings in CMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,318 | 501 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $269,548 | 501 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $232,765 | 456 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $223,011 | 528 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||