ProVise Management Group, LLC

Position in CMI — Cummins Inc

CIK 1305707 CLEARWATER, FL

Position in CMI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$213,963

-$135,660 QoQ

Shares Held

300

-79.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,800

of 2,094 holders

Holding Since

Jun 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

ProVise Management Group, LLC holds $1,926,110 across 4 Specialty Industrial Machinery names. CMI ranks #4 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp	8,365	$598,934
2	EMR	Emerson Electric Co	4,159	$595,360
3	ROK	Rockwell Automation, Inc	1,046	$517,853
4	CMI	Cummins Inc This page	300	$213,963

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,963	300	-79.1%	Shares	Sole	2026-08-03
2021-06-30	$349,623	1,434	0.0%	Shares	Sole	2021-08-06
2021-03-31	$371,563	1,434	+0.9%	Shares	Sole	2021-04-22
2020-12-31	$322,709	1,421	+1.5%	Shares	Sole	2021-01-19
2020-09-30	$295,624	1,400	0.0%	Shares	Sole	2020-10-26
2020-06-30	$242,564	1,400	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.