Position in CMI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,401,457
+$574,522 QoQ
Shares Held
1,965
+27.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#952
of 2,094 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Global Financial Private Client, LLC holds $7,975,972 across 2 Specialty Industrial Machinery names. CMI ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,596 | $6,574,515 | |
| 2 | CMI |
Cummins Inc
This page
|
1,965 | $1,401,457 |
All Filings in CMI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,401,457 | 1,965 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $826,935 | 1,537 | Shares | Other | 2026-04-20 | |
| 2025-03-31 | $5,015 | 16 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,440 | 7 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $971 | 3 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $830 | 3 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $883 | 3 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $718 | 3 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $4,797 | 21 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $1,383,683 | 5,644 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $1,310,017 | 5,484 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $1,222,110 | 5,044 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $648,179 | 3,185 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $4,451 | 23 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $4,717 | 23 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $157,715 | 723 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $130,918 | 583 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $94,354 | 387 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $18,655 | 72 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $5,223 | 23 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $4,223 | 20 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $3,465 | 20 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $2,706 | 20 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||