Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$423,296,550
-$29,162,663 QoQ
Shares Held
593,509
-29.4% QoQ
Ownership
0.431%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#34
of 2,094 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $2,615,001,489 across 46 Specialty Industrial Machinery names. CMI ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,423,712 | $606,672,155 | |
| 2 | CMI |
Cummins Inc
This page
|
593,509 | $423,296,550 | |
| 3 | ITW |
Illinois Tool Works Inc
|
1,520,367 | $411,213,659 | |
| 4 | GEV |
GE Vernova Inc.
|
322,868 | $379,324,696 | |
| 5 | PH |
Parker-Hannifin Corp
|
263,373 | $257,610,396 | |
| 6 | EMR |
Emerson Electric Co
|
817,399 | $117,010,664 | |
| 7 | ROK |
Rockwell Automation, Inc
|
216,168 | $107,020,451 | |
| 8 | NDSN |
Nordson Corp
|
120,159 | $36,250,767 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,296,550 | 593,509 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $452,459,213 | 840,971 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $471,080,520 | 922,873 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $445,138,696 | 1,053,907 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $354,112,649 | 1,081,260 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $340,348,194 | 1,085,848 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $391,696,370 | 1,123,627 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $487,506,639 | 1,505,626 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $420,880,702 | 1,519,809 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $458,575,577 | 1,556,340 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $375,014,969 | 1,565,367 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $365,428,847 | 1,599,531 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $388,798,506 | 1,585,897 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $373,865,590 | 1,565,077 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $373,969,523 | 1,543,479 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $310,521,863 | 1,525,831 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $286,811,263 | 1,481,999 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $299,907,532 | 1,462,179 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $32,526,199 | 149,107 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $27,572,597 | 122,785 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $27,734,117 | 113,753 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $32,483,581 | 125,366 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $28,979,321 | 127,606 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $27,279,125 | 129,187 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $22,352,790 | 129,013 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $17,805,268 | 131,579 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||