Position in CMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$375,861
+$127,834 QoQ
Shares Held
527
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,496
of 2,094 holders
Holding Since
Dec 2025
3 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, 2026LeConte Wealth Management, LLC holds $2,341,108 across 7 Specialty Industrial Machinery names. CMI ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,341 | $571,426 | |
| 2 | GEV |
GE Vernova Inc.
|
331 | $388,878 | |
| 3 | CMI |
Cummins Inc
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|
527 | $375,861 | |
| 4 | EMR |
Emerson Electric Co
|
2,230 | $319,224 | |
| 5 | PH |
Parker-Hannifin Corp
|
254 | $248,442 | |
| 6 | AME |
Ametek Inc/
|
954 | $230,810 | |
| 7 | SMR |
NUSCALE POWER Corp
|
20,585 | $206,467 |
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,861 | 527 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $248,027 | 461 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $232,765 | 456 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||