Position in CMI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$803,787
+$238,866 QoQ
Shares Held
1,127
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#1,155
of 2,094 holders
Holding Since
Sep 2025
4 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, 2026Optivise Advisory Services LLC holds $1,579,436 across 2 Specialty Industrial Machinery names. CMI ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
1,127 | $803,787 | |
| 2 | PH |
Parker-Hannifin Corp
|
793 | $775,649 |
All Filings in CMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,787 | 1,127 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $564,921 | 1,050 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $334,344 | 655 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $203,582 | 482 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||