Position in CMI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$474,997
New position
Shares Held
666
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,390
of 2,094 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Bullock Wealth Management Group holds $2,999,948 across 13 Specialty Industrial Machinery names. CMI ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
742 | $725,765 | |
| 2 | ETN |
Eaton Corp plc
|
1,664 | $709,063 | |
| 3 | CMI |
Cummins Inc
This page
|
666 | $474,997 | |
| 4 | EMR |
Emerson Electric Co
|
3,022 | $432,599 | |
| 5 | ITW |
Illinois Tool Works Inc
|
832 | $225,031 | |
| 6 | GEV |
GE Vernova Inc.
|
190 | $223,223 | |
| 7 | ROK |
Rockwell Automation, Inc
|
152 | $75,252 | |
| 8 | DCI |
DONALDSON Co INC
|
547 | $49,104 |
All Filings in CMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,997 | 666 | Shares | Sole | 2026-08-19 | |
| No filing history on record for this holder in this stock. | ||||||