Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$713,210
+$124,079 QoQ
Shares Held
1,000
-8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,211
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, 2026RM Financial Services, LLC holds $1,016,607 across 2 Specialty Industrial Machinery names. CMI ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
1,000 | $713,210 | |
| 2 | ETN |
Eaton Corp plc
|
712 | $303,397 |
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713,210 | 1,000 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $589,131 | 1,095 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $639,083 | 1,252 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||