Position in CMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$616,213
+$171,809 QoQ
Shares Held
864
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,273
of 2,094 holders
Holding Since
Mar 2024
10 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, 2026PDS Planning, Inc holds $9,118,627 across 8 Specialty Industrial Machinery names. CMI ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,458 | $2,751,882 | |
| 2 | GEV |
GE Vernova Inc.
|
2,076 | $2,439,009 | |
| 3 | EMR |
Emerson Electric Co
|
6,806 | $974,278 | |
| 4 | PH |
Parker-Hannifin Corp
|
819 | $801,080 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,517 | $680,772 | |
| 6 | CMI |
Cummins Inc
This page
|
864 | $616,213 | |
| 7 | ROK |
Rockwell Automation, Inc
|
941 | $465,870 | |
| 8 | AME |
Ametek Inc/
|
1,610 | $389,523 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,213 | 864 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $444,404 | 826 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $420,100 | 823 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $330,715 | 783 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $276,410 | 844 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $268,304 | 856 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $271,210 | 778 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $248,994 | 769 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $211,297 | 763 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $223,934 | 760 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||