Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$979,237
+$446,060 QoQ
Shares Held
1,373
+38.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,071
of 2,094 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 202671 West Capital Partners holds $9,037,984 across 9 Specialty Industrial Machinery names. CMI ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,231 | $2,621,112 | |
| 2 | ETN |
Eaton Corp plc
|
4,573 | $1,948,646 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,199 | $1,172,765 | |
| 4 | CMI |
Cummins Inc
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|
1,373 | $979,237 | |
| 5 | EMR |
Emerson Electric Co
|
4,829 | $691,271 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,921 | $519,572 | |
| 7 | ROK |
Rockwell Automation, Inc
|
907 | $449,037 | |
| 8 | AME |
Ametek Inc/
|
1,746 | $422,427 |
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $979,237 | 1,373 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $533,177 | 991 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $431,840 | 846 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||