Position in CMI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$285,284
+$70,076 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,650
of 2,094 holders
Holding Since
Mar 2026
2 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, 2026Mascagni Wealth Management, Inc. holds $532,859 across 2 Specialty Industrial Machinery names. CMI ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
400 | $285,284 | |
| 2 | ETN |
Eaton Corp plc
|
581 | $247,575 |
All Filings in CMI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,284 | 400 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $215,208 | 400 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||