Crestwood Advisors Group, LLC

Position in CMI — Cummins Inc

CIK 1426853 BOSTON, MA

Position in CMI

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

Position Value

$2,287,977

+$647,555 QoQ

Shares Held

3,208

+5.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#807

of 2,102 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $88,613,816 across 18 Specialty Industrial Machinery names. CMI ranks #6 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XYL	Xylem Inc.	364,612	$43,100,784
2	GEV	GE Vernova Inc.	11,468	$13,473,294
3	ETN	Eaton Corp plc	16,074	$6,849,452
4	EMR	Emerson Electric Co	47,364	$6,780,156
5	PH	Parker-Hannifin Corp	6,609	$6,464,394
6	CMI	Cummins Inc This page	3,208	$2,287,977
7	AME	Ametek Inc/	8,691	$2,102,700
8	IR	Ingersoll Rand Inc.	17,896	$1,467,293

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,287,977	3,208	+5.2%	Shares	Sole	2026-08-03
2026-03-31	$1,640,422	3,049	+6.8%	Shares	Sole	2026-05-05
2025-12-31	$1,456,824	2,854	+12.4%	Shares	Sole	2026-02-03
2025-09-30	$1,072,397	2,539	+8.9%	Shares	Sole	2025-11-07
2025-06-30	$763,402	2,331	+15.2%	Shares	Sole	2025-08-05
2025-03-31	$634,402	2,024	+4.9%	Shares	Sole	2025-05-05
2024-12-31	$672,798	1,930	+6.9%	Shares	Sole	2025-02-04
2024-09-30	$584,440	1,805	+5.6%	Shares	Sole	2024-10-30
2024-06-30	$473,550	1,710	+0.4%	Shares	Sole	2024-08-01
2024-03-31	$501,788	1,703	-6.3%	Shares	Sole	2024-05-08
2023-12-31	$435,538	1,818	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.