Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,132
+$4,442 QoQ
Shares Held
10
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,043
of 2,094 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $1,632,340 across 31 Specialty Industrial Machinery names. CMI ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
1,616 | $800,049 | |
| 2 | GEV |
GE Vernova Inc.
|
625 | $734,287 | |
| 3 | PH |
Parker-Hannifin Corp
|
35 | $34,234 | |
| 4 | ETN |
Eaton Corp plc
|
27 | $11,505 | |
| 5 | CMI |
Cummins Inc
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|
10 | $7,132 | |
| 6 | ITW |
Illinois Tool Works Inc
|
16 | $4,327 | |
| 7 | EMR |
Emerson Electric Co
|
27 | $3,865 | |
| 8 | AME |
Ametek Inc/
|
12 | $2,903 |
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,132 | 10 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,690 | 5 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,552 | 5 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,111 | 5 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,310 | 4 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $626 | 2 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||