Position in CMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,956,335
+$498,301 QoQ
Shares Held
2,743
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#845
of 2,094 holders
Holding Since
Mar 2025
6 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, 2026Trueblood Wealth Management, LLC holds $6,421,482 across 10 Specialty Industrial Machinery names. CMI ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
2,743 | $1,956,335 | |
| 2 | ETN |
Eaton Corp plc
|
1,887 | $804,088 | |
| 3 | ROK |
Rockwell Automation, Inc
|
1,456 | $720,836 | |
| 4 | PH |
Parker-Hannifin Corp
|
724 | $708,158 | |
| 5 | EMR |
Emerson Electric Co
|
4,323 | $618,837 | |
| 6 | NDSN |
Nordson Corp
|
1,434 | $432,623 | |
| 7 | GEV |
GE Vernova Inc.
|
312 | $366,556 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,102 | $298,057 |
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,956,335 | 2,743 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,458,034 | 2,710 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,393,528 | 2,730 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,083,801 | 2,566 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $813,510 | 2,484 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $654,462 | 2,088 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||