Position in CMI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$8,834,826
+$2,995,789 QoQ
Shares Held
16,421
+43.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.07916692040679618.ToString("F0")%
Shared 0.ToString("F0")%
None 99.92083307959321.ToString("F0")%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $32,118,583 across 14 Specialty Industrial Machinery names. CMI ranks #1 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
16,421 | $8,834,826 | |
| 2 | GEV |
GE Vernova Inc.
|
8,683 | $7,579,390 | |
| 3 | EMR |
Emerson Electric Co
|
48,652 | $6,374,385 | |
| 4 | ETN |
Eaton Corp plc
|
12,589 | $4,502,707 | |
| 5 | OTIS |
Otis Worldwide Corp
|
15,805 | $1,218,249 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,043 | $933,735 | |
| 7 | CR |
Crane Co
|
4,609 | $788,139 | |
| 8 | ITW |
Illinois Tool Works Inc
|
2,389 | $621,832 |
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,834,826 | 16,421 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,839,037 | 11,439 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,030,004 | 11,909 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,809,480 | 11,632 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,074,532 | 9,809 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $211,251 | 606 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||