Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,248,117
+$369,531 QoQ
Shares Held
1,750
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#987
of 2,094 holders
Holding Since
Dec 2024
7 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, 2026SYM FINANCIAL Corp holds $5,162,097 across 7 Specialty Industrial Machinery names. CMI ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,748 | $2,053,655 | |
| 2 | CMI |
Cummins Inc
This page
|
1,750 | $1,248,117 | |
| 3 | AME |
Ametek Inc/
|
2,943 | $712,029 | |
| 4 | ETN |
Eaton Corp plc
|
976 | $415,893 | |
| 5 | PH |
Parker-Hannifin Corp
|
294 | $287,567 | |
| 6 | DOV |
DOVER Corp
|
1,091 | $244,689 | |
| 7 | ITW |
Illinois Tool Works Inc
|
740 | $200,147 |
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,248,117 | 1,750 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $878,586 | 1,633 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $824,376 | 1,615 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $666,922 | 1,579 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $513,520 | 1,568 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $514,355 | 1,641 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $508,956 | 1,460 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||