Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,289,483
+$359,247 QoQ
Shares Held
1,808
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#973
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, 2026VestGen Advisors, LLC holds $27,305,407 across 13 Specialty Industrial Machinery names. CMI ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,562 | $11,234,011 | |
| 2 | ETN |
Eaton Corp plc
|
14,204 | $6,052,608 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,081 | $2,035,467 | |
| 4 | ITW |
Illinois Tool Works Inc
|
6,908 | $1,868,406 | |
| 5 | EMR |
Emerson Electric Co
|
11,821 | $1,692,176 | |
| 6 | ROK |
Rockwell Automation, Inc
|
3,326 | $1,646,636 | |
| 7 | CMI |
Cummins Inc
This page
|
1,808 | $1,289,483 | |
| 8 | DOV |
DOVER Corp
|
2,029 | $455,064 |
All Filings in CMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,289,483 | 1,808 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $930,236 | 1,729 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $575,787 | 1,128 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $559,217 | 1,324 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||