Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,836,356
+$812,146 QoQ
Shares Held
5,379
-4.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#653
of 2,094 holders
Holding Since
Mar 2021
20 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, 2026MONEY CONCEPTS CAPITAL CORP holds $7,853,313 across 7 Specialty Industrial Machinery names. CMI ranks #1 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
5,379 | $3,836,356 | |
| 2 | GEV |
GE Vernova Inc.
|
1,564 | $1,837,481 | |
| 3 | ITW |
Illinois Tool Works Inc
|
3,662 | $990,461 | |
| 4 | WTS |
Watts Water Technologies Inc
|
1,177 | $460,736 | |
| 5 | GNRC |
Generac Holdings Inc.
|
1,034 | $302,765 | |
| 6 | PH |
Parker-Hannifin Corp
|
222 | $217,142 | |
| 7 | ETN |
Eaton Corp plc
|
489 | $208,372 |
All Filings in CMI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,836,356 | 5,379 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,024,210 | 5,621 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,992,768 | 5,863 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,549,847 | 6,037 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,133,335 | 6,514 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,986,269 | 6,337 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,245,332 | 6,441 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,240,303 | 6,919 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,997,219 | 7,212 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,243,170 | 7,613 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,801,087 | 7,518 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,748,632 | 7,654 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,848,261 | 7,539 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,567,530 | 6,562 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,797,549 | 7,419 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,362,702 | 6,696 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,328,776 | 6,866 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,561,297 | 7,612 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,816,015 | 8,325 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $497,232 | 1,919 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||