Position in CMI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$6,236,189
+$113,852 QoQ
Shares Held
11,591
-3.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
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 Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $38,579,512 across 53 Specialty Industrial Machinery names. CMI ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
49,361 | $12,848,174 | |
| 2 | ETN |
Eaton Corp plc
|
19,139 | $6,845,446 | |
| 3 | CMI |
Cummins Inc
This page
|
11,591 | $6,236,189 | |
| 4 | EMR |
Emerson Electric Co
|
38,902 | $5,096,940 | |
| 5 | GEV |
GE Vernova Inc.
|
2,863 | $2,499,112 | |
| 6 | GNRC |
Generac Holdings Inc.
|
6,754 | $1,319,258 | |
| 7 | PH |
Parker-Hannifin Corp
|
907 | $811,982 | |
| 8 | ITT |
Itt Inc.
|
2,354 | $448,507 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,236,189 | 11,591 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,122,337 | 11,994 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,139,398 | 12,168 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,809,152 | 11,631 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,764,100 | 12,009 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $4,186,686 | 12,010 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,911,059 | 12,079 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,385,469 | 12,225 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,709,938 | 12,591 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $3,059,548 | 12,771 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||