Position in CMI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$200,412
-$1,480 QoQ
Shares Held
281
-41.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,825
of 2,094 holders
Holding Since
Sep 2025
2 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, 2026JBR Co Financial Management Inc holds $200,412 across 1 Specialty Industrial Machinery name. CMI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
281 | $200,412 |
All Filings in CMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,412 | 281 | Shares | Sole | 2026-07-09 | |
| 2025-09-30 | $201,892 | 478 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||