WINDWARD CAPITAL MANAGEMENT CO /CA

Position in CMI — Cummins Inc

CIK 1078635 Los Angeles, CA

Position in CMI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$37,146,116

+$8,895,224 QoQ

Shares Held

52,083

-0.8% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

2.81%

of 13F equity value

Holder Rank

#198

of 2,094 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 38% Shared 1% None 62%

Industrials · as of Jun 30, 2026

WINDWARD CAPITAL MANAGEMENT CO /CA holds $54,111,678 across 4 Specialty Industrial Machinery names. CMI ranks #1 (68.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc This page	52,083	$37,146,116
2	ETN	Eaton Corp plc	16,197	$6,901,865
3	OTIS	Otis Worldwide Corp	73,090	$5,233,244
4	EMR	Emerson Electric Co	33,744	$4,830,453

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,146,116	52,083	-0.8%	Shares	Sole	2026-08-07
2026-03-31	$28,250,892	52,509	-0.2%	Shares	Sole	2026-05-13
2025-12-31	$26,863,962	52,628	-3.0%	Shares	Sole	2026-01-28
2025-09-30	$22,926,665	54,281	-0.6%	Shares	Sole	2025-10-30
2025-06-30	$17,875,605	54,582	-0.2%	Shares	Sole	2025-08-12
2025-03-31	$17,147,048	54,706	-2.4%	Shares	Sole	2025-05-13
2024-12-31	$19,543,213	56,062	-0.1%	Shares	Sole	2025-01-27
2024-09-30	$18,174,980	56,132	+1.2%	Shares	Sole	2024-11-01
2024-06-30	$15,352,998	55,440	-1.8%	Shares	Sole	2024-08-06
2024-03-31	$16,629,456	56,438	-0.5%	Shares	Sole	2024-09-20
2023-12-31	$13,593,680	56,742	-0.2%	Shares	Sole	2024-10-03
2023-09-30	$12,987,265	56,847	-1.3%	Shares	Defined	2024-10-03
2023-06-30	$14,117,537	57,585	-0.4%	Shares	Sole	2023-07-18
2023-03-31	$13,814,190	57,829	+1.8%	Shares	Sole	2023-04-24
2022-12-31	$13,768,370	56,826	-0.5%	Shares	Sole	2023-01-06
2022-09-30	$11,625,914	57,127	+0.1%	Shares	Sole	2022-10-14
2022-06-30	$11,040,111	57,046	+0.6%	Shares	Sole	2022-07-08
2022-03-31	$11,632,402	56,713	-0.2%	Shares	Sole	2022-04-20
2021-12-31	$12,397,986	56,835	+0.1%	Shares	Sole	2022-01-14
2021-09-30	$12,749,843	56,777	+0.4%	Shares	Sole	2021-10-12
2021-06-30	$13,785,260	56,541	-0.2%	Shares	Sole	2021-07-19
2021-03-31	$14,683,504	56,669	-0.3%	Shares	Sole	2021-04-15
2020-12-31	$12,904,730	56,824	-0.7%	Shares	Sole	2021-01-21
2020-09-30	$12,080,040	57,208	-0.9%	Shares	Sole	2020-10-13
2020-06-30	$9,997,101	57,700	-2.2%	Shares	Sole	2020-07-20
2020-03-31	$7,983,337	58,996	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.