Position in CMI
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$2,111,190
+$1,888,284 QoQ
Shares Held
3,924
+326.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $12,348,469 across 8 Specialty Industrial Machinery names. CMI ranks #4 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
7,294 | $2,608,844 | |
| 2 | GEV |
GE Vernova Inc.
|
2,444 | $2,133,367 | |
| 3 | OTIS |
Otis Worldwide Corp
|
27,485 | $2,118,543 | |
| 4 | CMI |
Cummins Inc
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|
3,924 | $2,111,190 | |
| 5 | EMR |
Emerson Electric Co
|
12,806 | $1,677,842 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,457 | $899,822 | |
| 7 | DOV |
DOVER Corp
|
2,186 | $455,671 | |
| 8 | AME |
Ametek Inc/
|
1,601 | $343,190 |
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,111,190 | 3,924 | Shares | Sole | 2026-04-08 | |
| 2022-12-31 | $222,906 | 920 | Shares | Sole | 2023-01-25 | |
| 2021-12-31 | $200,688 | 920 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $206,595 | 920 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $224,305 | 920 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $238,381 | 920 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $208,932 | 920 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||