Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$83,297
+$9,986 QoQ
Shares Held
42,701
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,899
of 2,094 holders
Holding Since
Sep 2025
4 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, 2026Roehl & Yi Investment Advisors, LLC holds $1,231,249 across 5 Specialty Industrial Machinery names. CMI ranks #5 (6.8% of the industry book) .
All Filings in CMI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,297 | 42,701 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $73,311 | 42,701 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $75,823 | 42,709 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $66,719 | 42,701 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||