Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,409,302
+$346,713 QoQ
Shares Held
1,976
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#949
of 2,094 holders
Holding Since
Dec 2023
11 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, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $5,704,515 across 7 Specialty Industrial Machinery names. CMI ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
3,600 | $1,534,032 | |
| 2 | CMI |
Cummins Inc
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|
1,976 | $1,409,302 | |
| 3 | EMR |
Emerson Electric Co
|
5,391 | $771,721 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,347 | $666,872 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,247 | $607,746 | |
| 6 | GEV |
GE Vernova Inc.
|
320 | $375,955 | |
| 7 | DOV |
DOVER Corp
|
1,511 | $338,887 |
All Filings in CMI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,409,302 | 1,976 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,062,589 | 1,975 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,019,368 | 1,997 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $862,057 | 2,041 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $674,977 | 2,061 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $614,028 | 1,959 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $682,907 | 1,959 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $637,542 | 1,969 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $541,675 | 1,956 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $576,335 | 1,956 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $457,578 | 1,910 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||