Position in CMI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,763,211
+$6,929,101 QoQ
Shares Held
12,287
+260.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#446
of 2,094 holders
Holding Since
Mar 2024
9 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, 2026Wealth Group, Ltd. holds $22,612,196 across 7 Specialty Industrial Machinery names. CMI ranks #1 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
12,287 | $8,763,211 | |
| 2 | PH |
Parker-Hannifin Corp
|
5,810 | $5,682,877 | |
| 3 | GEV |
GE Vernova Inc.
|
2,678 | $3,146,275 | |
| 4 | ETN |
Eaton Corp plc
|
5,106 | $2,175,768 | |
| 5 | ITW |
Illinois Tool Works Inc
|
6,452 | $1,745,072 | |
| 6 | EMR |
Emerson Electric Co
|
4,609 | $659,778 | |
| 7 | GNRC |
Generac Holdings Inc.
|
1,500 | $439,215 |
All Filings in CMI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,763,211 | 12,287 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,834,110 | 3,409 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,740,124 | 3,409 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $1,165,245 | 3,558 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,108,950 | 3,538 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,211,036 | 3,474 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,096,352 | 3,386 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $939,623 | 3,393 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,028,917 | 3,492 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||