Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,408,352,960
+$462,918,394 QoQ
Shares Held
1,974,668
+12.4% QoQ
Ownership
1.43%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#9
of 2,094 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Derivatives in CMI
reported options exposure · as of Sep 30, 2025CallValue
$422,370
CallShares
1,000
PutValue
$1,140,399
PutShares
2,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $19,646,141,165 across 56 Specialty Industrial Machinery names. CMI ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
11,076,048 | $4,719,725,570 | |
| 2 | PH |
Parker-Hannifin Corp
|
3,346,733 | $3,273,506,479 | |
| 3 | GEV |
GE Vernova Inc.
|
2,520,821 | $2,961,611,756 | |
| 4 | EMR |
Emerson Electric Co
|
18,366,373 | $2,629,146,291 | |
| 5 | CMI |
Cummins Inc
This page
|
1,974,668 | $1,408,352,960 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,373,661 | $642,004,086 | |
| 7 | DOV |
DOVER Corp
|
2,788,366 | $625,374,724 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1,036,484 | $513,142,495 |
All Filings in CMI
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,408,352,960 | 1,974,668 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $945,434,566 | 1,757,248 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $835,170,723 | 1,636,146 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $422,370 | 1,000 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $696,087,720 | 1,648,052 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $1,140,399 | 2,700 | Put | Defined | 2026-02-03 | |
| 2025-06-30 | $327,500 | 1,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $360,250 | 1,100 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $341,834,672 | 1,043,770 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $313,440 | 1,000 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $306,840,518 | 978,945 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $971,664 | 3,100 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $318,102,726 | 912,515 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $316,569,155 | 977,699 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $259,590,301 | 937,386 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $334,230,037 | 1,134,329 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $53,773,625 | 182,500 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $5,009,050 | 17,000 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $274,936,517 | 1,147,625 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $6,851,702 | 28,600 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $6,971,487 | 29,100 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $6,648,186 | 29,100 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $6,533,956 | 28,600 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $284,651,104 | 1,245,956 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,011,576 | 28,600 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $315,849,920 | 1,288,342 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $7,134,156 | 29,100 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $474,242,489 | 1,985,275 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $6,831,968 | 28,600 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $6,951,408 | 29,100 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $432,188,175 | 1,783,764 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $270,611,312 | 1,329,720 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $250,214,547 | 1,292,898 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $245,694,086 | 1,197,865 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $246,378,002 | 1,129,449 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $297,078,280 | 1,322,935 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $274,326,961 | 1,125,167 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $276,638,010 | 1,067,647 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $726,720 | 3,200 | Call | Defined | 2021-02-10 | |
| 2020-12-31 | $885,690 | 3,900 | Put | Defined | 2021-02-10 | |
| 2020-12-31 | $207,651,833 | 914,363 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $823,524 | 3,900 | Put | Defined | 2020-11-13 | |
| 2020-09-30 | $5,236,768 | 24,800 | Call | Defined | 2020-11-13 | |
| 2020-09-30 | $213,400,826 | 1,010,612 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $554,432 | 3,200 | Call | Defined | 2020-08-14 | |
| 2020-06-30 | $159,377,020 | 919,872 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | $675,714 | 3,900 | Put | Defined | 2020-08-14 | |
| 2020-03-31 | $140,239,148 | 1,036,352 | Shares | Defined | 2020-05-15 | |
| 2020-03-31 | $433,024 | 3,200 | Call | Defined | 2020-05-15 | |
| 2020-03-31 | $39,770,548 | 293,900 | Put | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||