Position in CMI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$360,171
+$138,507 QoQ
Shares Held
505
+22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,520
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, 202655 North Private Wealth, LLC holds $2,763,557 across 8 Specialty Industrial Machinery names. CMI ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
588 | $690,817 | |
| 2 | CMI |
Cummins Inc
This page
|
505 | $360,171 | |
| 3 | ROK |
Rockwell Automation, Inc
|
677 | $335,169 | |
| 4 | ITW |
Illinois Tool Works Inc
|
1,229 | $332,407 | |
| 5 | PH |
Parker-Hannifin Corp
|
339 | $331,582 | |
| 6 | ETN |
Eaton Corp plc
|
682 | $290,613 | |
| 7 | EMR |
Emerson Electric Co
|
1,508 | $215,870 | |
| 8 | MIDD |
MIDDLEBY Corp
|
1,495 | $206,928 |
All Filings in CMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,171 | 505 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $221,664 | 412 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||