Position in CMI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$285,997
+$61,643 QoQ
Shares Held
401
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,641
of 2,094 holders
Holding Since
Mar 2020
26 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, 2026TOTH FINANCIAL ADVISORY CORP holds $2,818,607 across 14 Specialty Industrial Machinery names. CMI ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,801 | $2,115,922 | |
| 2 | CMI |
Cummins Inc
This page
|
401 | $285,997 | |
| 3 | XYL |
Xylem Inc.
|
1,000 | $118,210 | |
| 4 | ETN |
Eaton Corp plc
|
186 | $79,258 | |
| 5 | FLS |
Flowserve Corp
|
890 | $66,002 | |
| 6 | AME |
Ametek Inc/
|
150 | $36,291 | |
| 7 | OTIS |
Otis Worldwide Corp
|
500 | $35,800 | |
| 8 | SMR |
NUSCALE POWER Corp
|
2,127 | $21,333 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,997 | 401 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $224,354 | 417 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $212,857 | 417 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $172,749 | 409 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $133,947 | 409 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $128,196 | 409 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $142,577 | 409 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $132,430 | 409 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $113,264 | 409 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $120,511 | 409 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $97,984 | 409 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $93,440 | 409 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $119,883 | 489 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $100,329 | 420 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $607,905 | 2,509 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $53,726 | 264 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $51,091 | 264 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $54,149 | 264 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $57,588 | 264 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $59,283 | 264 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $65,584 | 269 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $69,700 | 269 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $59,046 | 260 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $54,901 | 260 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $45,047 | 260 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $35,183 | 260 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||