Position in CMI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,990,409
+$1,031,299 QoQ
Shares Held
5,595
+1.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#636
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, 2026SIERRA SUMMIT ADVISORS LLC holds $39,246,254 across 5 Specialty Industrial Machinery names. CMI ranks #3 (10.2% of the industry book) .
All Filings in CMI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,990,409 | 5,595 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,959,110 | 5,500 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,483,310 | 6,824 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,823,543 | 6,685 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,158,880 | 6,592 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,022,001 | 6,451 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,276,706 | 6,531 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,088,445 | 6,450 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,422,312 | 5,136 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,350,380 | 4,583 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,196,173 | 4,993 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||