Position in CMI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$46,358
+$10,311 QoQ
Shares Held
65
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,936
of 2,094 holders
Holding Since
Dec 2024
7 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, 2026Retirement Wealth Solutions LLC holds $201,119 across 13 Specialty Industrial Machinery names. CMI ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
71 | $69,446 | |
| 2 | CMI |
Cummins Inc
This page
|
65 | $46,358 | |
| 3 | SXI |
Standex International Corp/De/
|
86 | $30,759 | |
| 4 | GEV |
GE Vernova Inc.
|
24 | $28,196 | |
| 5 | ETN |
Eaton Corp plc
|
15 | $6,391 | |
| 6 | DOV |
DOVER Corp
|
26 | $5,831 | |
| 7 | GNRC |
Generac Holdings Inc.
|
19 | $5,563 | |
| 8 | FELE |
Franklin Electric Co Inc
|
24 | $2,572 |
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,358 | 65 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $36,047 | 67 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $31,647 | 62 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $25,764 | 61 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $18,340 | 56 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $17,552 | 56 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $4,880 | 14 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||