Position in CMI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$164,038
+$71,499 QoQ
Shares Held
230
+33.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,844
of 2,094 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $1,158,739 across 11 Specialty Industrial Machinery names. CMI ranks #4 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
622 | $307,939 | |
| 2 | GEV |
GE Vernova Inc.
|
192 | $225,573 | |
| 3 | ETN |
Eaton Corp plc
|
455 | $193,884 | |
| 4 | CMI |
Cummins Inc
This page
|
230 | $164,038 | |
| 5 | EMR |
Emerson Electric Co
|
1,044 | $149,448 | |
| 6 | PH |
Parker-Hannifin Corp
|
46 | $44,993 | |
| 7 | ITW |
Illinois Tool Works Inc
|
129 | $34,890 | |
| 8 | AME |
Ametek Inc/
|
87 | $21,048 |
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,038 | 230 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $92,539 | 172 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $64,827 | 127 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||