Position in CMI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$130,517
+$37,440 QoQ
Shares Held
183
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,867
of 2,094 holders
Holding Since
Mar 2024
8 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, 2026Provenance Wealth Advisors, LLC holds $765,048 across 12 Specialty Industrial Machinery names. CMI ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
530 | $225,843 | |
| 2 | EMR |
Emerson Electric Co
|
1,326 | $189,816 | |
| 3 | CMI |
Cummins Inc
This page
|
183 | $130,517 | |
| 4 | ITT |
Itt Inc.
|
450 | $88,992 | |
| 5 | GEV |
GE Vernova Inc.
|
73 | $85,764 | |
| 6 | IR |
Ingersoll Rand Inc.
|
354 | $29,024 | |
| 7 | OTIS |
Otis Worldwide Corp
|
63 | $4,510 | |
| 8 | AME |
Ametek Inc/
|
17 | $4,112 |
All Filings in CMI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,517 | 183 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $93,077 | 173 | Shares | Sole | 2026-04-20 | |
| 2025-09-30 | $73,070 | 173 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $56,657 | 173 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $54,225 | 173 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $60,307 | 173 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $56,015 | 173 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $50,974 | 173 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||