MONETA GROUP INVESTMENT ADVISORS LLC

Position in CMI — Cummins Inc

CIK 1120927 ST LOUIS, MO

Position in CMI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$729,017

+$293,093 QoQ

Shares Held

1,355

+58.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

14 quarters on record

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

Industrials · as of Mar 31, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $53,226,804 across 16 Specialty Industrial Machinery names. CMI ranks #7 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	146,728	$19,224,302
2	AME	Ametek Inc/	52,542	$11,262,903
3	ETN	Eaton Corp plc	21,272	$7,608,356
4	ITW	Illinois Tool Works Inc	18,026	$4,691,987
5	GEV	GE Vernova Inc.	4,817	$4,204,759
6	ROK	Rockwell Automation, Inc	6,707	$2,407,008
7	CMI	Cummins Inc This page	1,355	$729,017
8	HLIO	Helios Technologies, Inc.	10,031	$649,106

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$729,017	1,355	+58.7%	Shares	Sole	2026-05-12
2025-12-31	$435,924	854	-4.6%	Shares	Sole	2026-02-12
2025-09-30	$378,021	895	+5.5%	Shares	Sole	2025-11-14
2025-06-30	$277,720	848	-8.4%	Shares	Sole	2025-08-14
2025-03-31	$290,245	926	+13.1%	Shares	Sole	2025-05-15
2024-12-31	$285,503	819	+13.8%	Shares	Sole	2025-02-11
2024-09-30	$233,128	720	-19.7%	Shares	Sole	2024-11-12
2024-06-30	$248,406	897	-7.0%	Shares	Sole	2024-08-13
2024-03-31	$284,042	964	+13.0%	Shares	Sole	2024-08-13
2023-12-31	$204,353	853	-4.8%	Shares	Sole	2024-02-15
2023-06-30	$219,663	896	-10.9%	Shares	Sole	2023-08-15
2023-03-31	$240,313	1,006	-10.7%	Shares	Sole	2023-05-15
2022-06-30	$217,914	1,126	+14.9%	Shares	Sole	2022-08-15
2022-03-31	$201,007	980	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.