JACOBS & CO/CA

Position in CMI — Cummins Inc

CIK 1055544 SAN FRANCISCO, CA

Position in CMI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$21,663,040

+$4,721,867 QoQ

Shares Held

30,374

-3.5% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

1.97%

of 13F equity value

Holder Rank

#280

of 2,094 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

JACOBS & CO/CA holds $41,464,519 across 5 Specialty Industrial Machinery names. CMI ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc This page	30,374	$21,663,040
2	ROK	Rockwell Automation, Inc	25,790	$12,768,113
3	WTS	Watts Water Technologies Inc	9,600	$3,757,920
4	EMR	Emerson Electric Co	19,825	$2,837,948
5	PNR	PENTAIR plc	5,707	$437,498

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,663,040	30,374	-3.5%	Shares	Sole	2026-07-09
2026-03-31	$16,941,173	31,488	-2.5%	Shares	Sole	2026-04-07
2025-12-31	$16,484,472	32,294	-5.1%	Shares	Sole	2026-01-05
2025-09-30	$14,371,983	34,027	-2.3%	Shares	Sole	2025-10-01
2025-06-30	$11,411,082	34,843	+0.9%	Shares	Sole	2025-07-02
2025-03-31	$10,824,336	34,534	-1.8%	Shares	Sole	2025-04-03
2024-12-31	$12,265,142	35,184	-4.1%	Shares	Sole	2025-01-10
2024-09-30	$11,879,531	36,689	-1.4%	Shares	Sole	2024-10-01
2024-06-30	$10,304,842	37,211	-1.4%	Shares	Sole	2024-07-12
2024-03-31	$11,120,385	37,741	-1.3%	Shares	Sole	2024-04-12
2023-12-31	$9,161,635	38,242	+3.5%	Shares	Sole	2024-01-18
2023-09-30	$8,442,282	36,953	+0.1%	Shares	Sole	2023-10-13
2023-06-30	$9,048,855	36,910	+5.4%	Shares	Sole	2023-07-11
2023-03-31	$8,365,099	35,018	-0.8%	Shares	Sole	2023-04-17
2022-12-31	$8,552,837	35,300	-0.6%	Shares	Sole	2023-01-13
2022-09-30	$7,226,640	35,510	-0.0%	Shares	Sole	2022-10-11
2022-06-30	$6,874,766	35,523	-0.0%	Shares	Sole	2022-07-19
2022-03-31	$7,289,609	35,540	+5.2%	Shares	Sole	2022-04-14
2021-12-31	$7,366,587	33,770	+10.4%	Shares	Sole	2022-01-21
2021-09-30	$6,869,065	30,589	+15.6%	Shares	Sole	2021-10-13
2021-06-30	$6,452,675	26,466	-3.7%	Shares	Sole	2021-07-15
2021-03-31	$7,121,638	27,485	-0.9%	Shares	Sole	2021-04-05
2020-12-31	$6,299,526	27,739	-0.4%	Shares	Sole	2021-01-12
2020-09-30	$5,882,072	27,856	-1.3%	Shares	Sole	2020-12-03
2020-06-30	$4,887,837	28,211	-0.4%	Shares	Sole	2020-07-09
2020-03-31	$3,833,750	28,331	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.