Position in CMI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$65,819,298
+$22,190,181 QoQ
Shares Held
92,286
+13.8% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $446,472,633 across 43 Specialty Industrial Machinery names. CMI ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
63,423 | $74,513,145 | |
| 2 | ETN |
Eaton Corp plc
|
163,737 | $69,771,610 | |
| 3 | CMI |
Cummins Inc
This page
|
92,286 | $65,819,298 | |
| 4 | EMR |
Emerson Electric Co
|
385,666 | $55,208,087 | |
| 5 | PH |
Parker-Hannifin Corp
|
48,149 | $47,095,499 | |
| 6 | DOV |
DOVER Corp
|
126,470 | $28,364,691 | |
| 7 | ITW |
Illinois Tool Works Inc
|
92,916 | $25,130,990 | |
| 8 | ROK |
Rockwell Automation, Inc
|
21,923 | $10,853,638 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,819,298 | 92,286 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $43,629,117 | 81,092 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,851,455 | 70,235 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $25,248,433 | 59,778 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,124,135 | 49,234 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,296,064 | 36,039 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,301,048 | 35,287 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,538,256 | 35,635 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,129,551 | 32,967 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,777,960 | 33,185 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,830,036 | 41,032 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $9,476,520 | 41,480 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $10,320,255 | 42,096 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,798,618 | 41,019 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $6,226,126 | 25,697 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,798,358 | 23,578 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,781,158 | 24,705 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,954,021 | 24,153 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,312,535 | 28,938 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $6,483,496 | 28,872 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,781,087 | 27,813 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,053,751 | 27,223 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $4,638,063 | 20,423 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,340,816 | 20,557 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $3,122,145 | 18,020 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,537,655 | 18,753 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||