Position in CMI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$713,210
+$168,734 QoQ
Shares Held
1,000
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,211
of 2,102 holders
Holding Since
Jun 2025
5 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, 2026GC Wealth Management RIA, LLC holds $23,895,681 across 10 Specialty Industrial Machinery names. CMI ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
10,643 | $10,410,131 | |
| 2 | ETN |
Eaton Corp plc
|
18,256 | $7,779,246 | |
| 3 | GEV |
GE Vernova Inc.
|
1,392 | $1,635,405 | |
| 4 | DOV |
DOVER Corp
|
3,570 | $800,679 | |
| 5 | AME |
Ametek Inc/
|
3,303 | $799,127 | |
| 6 | CMI |
Cummins Inc
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|
1,000 | $713,210 | |
| 7 | EMR |
Emerson Electric Co
|
4,779 | $684,113 | |
| 8 | IR |
Ingersoll Rand Inc.
|
6,123 | $502,024 |
All Filings in CMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713,210 | 1,000 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $544,476 | 1,012 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $628,874 | 1,232 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,643,018 | 3,890 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $568,540 | 1,736 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||