Position in CMI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$239,638
+$162,348 QoQ
Shares Held
336
+42.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,745
of 2,094 holders
Holding Since
Dec 2024
4 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, 2026Putney Financial Group LLC holds $610,893 across 2 Specialty Industrial Machinery names. CMI ranks #2 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
316 | $371,255 | |
| 2 | CMI |
Cummins Inc
This page
|
336 | $239,638 |
All Filings in CMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,638 | 336 | Shares | Sole | 2026-07-21 | |
| 2025-06-30 | $77,290 | 236 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $73,971 | 236 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $82,269 | 236 | Shares | Sole | 2025-02-21 | |
| No filing history on record for this holder in this stock. | ||||||