Position in CMI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$156,906
+$38,542 QoQ
Shares Held
220
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,845
of 2,091 holders
Holding Since
Dec 2024
5 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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $3,668,339 across 7 Specialty Industrial Machinery names. CMI ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
8,736 | $1,250,558 | |
| 2 | ITW |
Illinois Tool Works Inc
|
2,990 | $808,705 | |
| 3 | ROK |
Rockwell Automation, Inc
|
1,379 | $682,715 | |
| 4 | XYL |
Xylem Inc.
|
2,550 | $301,435 | |
| 5 | ETN |
Eaton Corp plc
|
572 | $243,740 | |
| 6 | DOV |
DOVER Corp
|
1,000 | $224,280 | |
| 7 | CMI |
Cummins Inc
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|
220 | $156,906 |
All Filings in CMI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,906 | 220 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $118,364 | 220 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $112,299 | 220 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $31,970 | 102 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $35,557 | 102 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||