Position in CMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$285,997
+$70,789 QoQ
Shares Held
401
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,638
of 2,094 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026ALLIUM FINANCIAL ADVISORS, LLC holds $738,318 across 2 Specialty Industrial Machinery names. CMI ranks #2 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
385 | $452,321 | |
| 2 | CMI |
Cummins Inc
This page
|
401 | $285,997 |
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,997 | 401 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $215,208 | 400 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $202,648 | 397 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||