Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,122,592
+$288,661 QoQ
Shares Held
1,574
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,021
of 2,094 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026DAVIS R M INC holds $200,414,024 across 11 Specialty Industrial Machinery names. CMI ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
182,377 | $77,714,487 | |
| 2 | AME |
Ametek Inc/
|
303,960 | $73,540,082 | |
| 3 | ROK |
Rockwell Automation, Inc
|
83,993 | $41,583,254 | |
| 4 | EMR |
Emerson Electric Co
|
11,176 | $1,599,844 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,972 | $1,344,776 | |
| 6 | CMI |
Cummins Inc
This page
|
1,574 | $1,122,592 | |
| 7 | GEV |
GE Vernova Inc.
|
915 | $1,074,996 | |
| 8 | PH |
Parker-Hannifin Corp
|
998 | $976,163 |
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,592 | 1,574 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $833,931 | 1,550 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $791,197 | 1,550 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $701,134 | 1,660 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $569,850 | 1,740 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $487,085 | 1,554 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $284,457 | 816 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||