Position in CMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,706,074
New position
Shares Held
13,609
first reported quarter
Ownership
0.010%
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
#428
of 2,094 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Bellars Harris Wealth Management, LLC holds $18,987,454 across 2 Specialty Industrial Machinery names. CMI ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
13,609 | $9,706,074 | |
| 2 | PH |
Parker-Hannifin Corp
|
9,489 | $9,281,380 |
All Filings in CMI
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,706,074 | 13,609 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||