Position in CMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$320,944
+$78,835 QoQ
Shares Held
450
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,580
of 2,094 holders
Holding Since
Dec 2025
3 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, 2026Kassira Wealth Management LLC holds $879,587 across 2 Specialty Industrial Machinery names. CMI ranks #2 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,311 | $558,643 | |
| 2 | CMI |
Cummins Inc
This page
|
450 | $320,944 |
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,944 | 450 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $242,109 | 450 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $229,702 | 450 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||