Position in CMI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,914,096
+$1,067,433 QoQ
Shares Held
5,488
+3.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#642
of 2,102 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $26,693,152 across 12 Specialty Industrial Machinery names. CMI ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
19,479 | $8,300,391 | |
| 2 | GEV |
GE Vernova Inc.
|
5,677 | $6,669,680 | |
| 3 | CMI |
Cummins Inc
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|
5,488 | $3,914,096 | |
| 4 | PH |
Parker-Hannifin Corp
|
2,453 | $2,399,328 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,938 | $1,335,580 | |
| 6 | EMR |
Emerson Electric Co
|
8,996 | $1,287,777 | |
| 7 | AME |
Ametek Inc/
|
3,063 | $741,062 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1,414 | $700,043 |
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,914,096 | 5,488 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,846,663 | 5,291 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,644,641 | 5,181 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,070,880 | 4,903 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,399,735 | 4,274 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,153,772 | 3,681 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $575,887 | 1,652 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||