Position in CMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,436,404
+$387,804 QoQ
Shares Held
2,014
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#938
of 2,094 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026STEPHENS INC /AR/ holds $89,349,442 across 22 Specialty Industrial Machinery names. CMI ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
59,756 | $25,463,226 | |
| 2 | EMR |
Emerson Electric Co
|
107,891 | $15,444,596 | |
| 3 | GEV |
GE Vernova Inc.
|
11,090 | $13,029,197 | |
| 4 | AME |
Ametek Inc/
|
38,591 | $9,336,706 | |
| 5 | ROK |
Rockwell Automation, Inc
|
18,775 | $9,295,127 | |
| 6 | ITW |
Illinois Tool Works Inc
|
15,262 | $4,127,913 | |
| 7 | PH |
Parker-Hannifin Corp
|
3,046 | $2,979,353 | |
| 8 | GNRC |
Generac Holdings Inc.
|
8,922 | $2,612,450 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,436,404 | 2,014 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $1,048,600 | 1,949 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $987,210 | 1,934 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $778,005 | 1,842 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $634,367 | 1,937 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $588,953 | 1,879 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $475,490 | 1,364 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $404,737 | 1,250 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $306,561 | 1,107 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $401,313 | 1,362 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $349,532 | 1,459 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $322,585 | 1,412 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $373,623 | 1,524 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $331,804 | 1,389 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $306,739 | 1,266 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $266,394 | 1,309 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $290,682 | 1,502 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $291,461 | 1,421 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $582,433 | 2,670 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $1,299,977 | 5,789 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $1,521,862 | 6,242 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,663,745 | 6,421 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,688,942 | 7,437 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,636,490 | 7,750 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,249,607 | 12,984 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $1,740,756 | 12,864 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||