Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$555,590
+$19,723 QoQ
Shares Held
779
-21.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,328
of 2,102 holders
Holding Since
Mar 2025
6 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, 2026AssuredPartners Investment Advisors, LLC holds $6,714,757 across 7 Specialty Industrial Machinery names. CMI ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
8,564 | $3,649,291 | |
| 2 | EMR |
Emerson Electric Co
|
10,701 | $1,531,848 | |
| 3 | CMI |
Cummins Inc
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|
779 | $555,590 | |
| 4 | PH |
Parker-Hannifin Corp
|
322 | $314,954 | |
| 5 | DOV |
DOVER Corp
|
1,064 | $238,633 | |
| 6 | GHM |
Graham Corp
|
1,725 | $213,537 | |
| 7 | ROK |
Rockwell Automation, Inc
|
426 | $210,904 |
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,590 | 779 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $535,867 | 996 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $438,987 | 860 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $364,505 | 863 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $282,632 | 863 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $203,109 | 648 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||