&PARTNERS

Position in CMI — Cummins Inc

CIK 107136 NASHVILLE, TN

Position in CMI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$8,543,219

+$606,232 QoQ

Shares Held

15,879

+2.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

&PARTNERS holds $255,252,095 across 41 Specialty Industrial Machinery names. CMI ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	164,760	$58,929,709
2	EMR	Emerson Electric Co	296,805	$38,887,391
3	ITW	Illinois Tool Works Inc	144,333	$37,568,436
4	GEV	GE Vernova Inc.	28,109	$24,536,346
5	PH	Parker-Hannifin Corp	24,132	$21,603,931
6	CMI	Cummins Inc This page	15,879	$8,543,219
7	AOS	Smith A O Corp	128,773	$8,491,291
8	DOV	DOVER Corp	36,184	$7,542,554

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,543,219	15,879	+2.1%	Shares	Sole	2026-05-15
2025-12-31	$7,936,987	15,549	+84.7%	Shares	Sole	2026-02-17
2025-09-30	$3,555,088	8,417	+19.9%	Shares	Sole	2025-11-14
2025-06-30	$2,299,050	7,020	+25.7%	Shares	Sole	2025-08-14
2025-03-31	$1,750,248	5,584	+15.7%	Shares	Sole	2025-05-15
2024-12-31	$1,682,692	4,827	+48.4%	Shares	Sole	2025-02-14
2024-09-30	$1,053,288	3,253	+118.0%	Shares	Sole	2024-11-14
2024-06-30	$413,179	1,492	+70.1%	Shares	Sole	2024-07-24
2024-03-31	$258,408	877	-41.4%	Shares	Sole	2024-04-11
2020-03-31	$202,574	1,497	—	Shares	Sole	2020-04-03
No filing history on record for this holder in this stock.