Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$305,253
+$34,091 QoQ
Shares Held
428
-15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,606
of 2,094 holders
Holding Since
Jun 2022
17 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, 2026Basepoint Wealth LLC holds $1,677,841 across 12 Specialty Industrial Machinery names. CMI ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
493 | $579,205 | |
| 2 | ROK |
Rockwell Automation, Inc
|
820 | $405,965 | |
| 3 | CMI |
Cummins Inc
This page
|
428 | $305,253 | |
| 4 | CR |
Crane Co
|
369 | $82,312 | |
| 5 | ETN |
Eaton Corp plc
|
184 | $78,406 | |
| 6 | EMR |
Emerson Electric Co
|
492 | $70,429 | |
| 7 | CXT |
Crane NXT, Co.
|
960 | $49,113 | |
| 8 | OTIS |
Otis Worldwide Corp
|
526 | $37,661 |
All Filings in CMI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,253 | 428 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $271,162 | 504 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $296,571 | 581 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $378,021 | 895 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $350,097 | 1,069 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $498,996 | 1,592 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $806,660 | 2,314 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $874,233 | 2,700 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $837,713 | 3,025 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $944,058 | 3,204 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $832,505 | 3,475 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $843,245 | 3,691 | Shares | Sole | 2025-10-16 | |
| 2023-06-30 | $900,963 | 3,675 | Shares | Sole | 2025-10-15 | |
| 2023-03-31 | $873,823 | 3,658 | Shares | Sole | 2025-10-10 | |
| 2022-12-31 | $873,455 | 3,605 | Shares | Sole | 2025-10-09 | |
| 2022-09-30 | $754,208 | 3,706 | Shares | Sole | 2025-10-09 | |
| 2022-06-30 | $514,789 | 2,660 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||