Position in CMI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,235,833
+$794,837 QoQ
Shares Held
4,537
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#697
of 2,094 holders
Holding Since
Dec 2024
7 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, 2026Orca Wealth Management, LLC holds $3,468,494 across 2 Specialty Industrial Machinery names. CMI ranks #1 (93.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
4,537 | $3,235,833 | |
| 2 | ETN |
Eaton Corp plc
|
546 | $232,661 |
All Filings in CMI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,235,833 | 4,537 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,440,996 | 4,537 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,315,911 | 4,537 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,915,447 | 4,535 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,509,447 | 4,609 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,435,868 | 4,581 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,594,496 | 4,574 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||