Position in CMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$21,396
+$5,256 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,997
of 2,094 holders
Holding Since
Mar 2026
2 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, 2026United Financial Planning Group LLC holds $97,167 across 11 Specialty Industrial Machinery names. CMI ranks #1 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
30 | $21,396 | |
| 2 | PH |
Parker-Hannifin Corp
|
17 | $16,628 | |
| 3 | GEV |
GE Vernova Inc.
|
11 | $12,923 | |
| 4 | ETN |
Eaton Corp plc
|
30 | $12,783 | |
| 5 | RRX |
Regal Rexnord Corp
|
33 | $7,860 | |
| 6 | ROK |
Rockwell Automation, Inc
|
15 | $7,426 | |
| 7 | NDSN |
Nordson Corp
|
17 | $5,128 | |
| 8 | PNR |
PENTAIR plc
|
66 | $5,059 |
All Filings in CMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,396 | 30 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,140 | 30 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||