Position in CMI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$467,152
+$114,749 QoQ
Shares Held
655
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,399
of 2,094 holders
Holding Since
Sep 2024
8 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, 2026Taylor Financial Group, Inc. holds $5,195,947 across 5 Specialty Industrial Machinery names. CMI ranks #4 (9.0% of the industry book) .
All Filings in CMI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,152 | 655 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $352,403 | 655 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $334,344 | 655 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $276,652 | 655 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $214,512 | 655 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $205,303 | 655 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $228,333 | 655 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $212,082 | 655 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||