Freestone Capital Holdings, LLC

Position in CMI — Cummins Inc

CIK 1470876 Seattle, WA

Position in CMI

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$662,572

+$191,805 QoQ

Shares Held

929

+6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,241

of 2,094 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Industrials · as of Jun 30, 2026

Freestone Capital Holdings, LLC holds $19,017,762 across 6 Specialty Industrial Machinery names. CMI ranks #3 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	27,143	$11,566,175
2	GEV	GE Vernova Inc.	4,907	$5,765,038
3	CMI	Cummins Inc This page	929	$662,572
4	PH	Parker-Hannifin Corp	366	$357,991
5	ITW	Illinois Tool Works Inc	1,300	$351,611
6	ROK	Rockwell Automation, Inc	635	$314,375

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$662,572	929	+6.2%	Shares	Defined	2026-07-31
2026-03-31	$470,767	875	-0.2%	Shares	Defined	2026-05-13
2025-12-31	$447,664	877	+0.6%	Shares	Defined	2026-01-23
2025-09-30	$368,306	872	+0.1%	Shares	Defined	2025-11-12
2025-06-30	$285,252	871	-3.8%	Shares	Defined	2025-08-05
2025-03-31	$283,663	905	-2.0%	Shares	Defined	2025-05-13
2024-12-31	$321,757	923	-2.4%	Shares	Defined	2025-02-06
2024-09-30	$306,305	946	+4.1%	Shares	Defined	2024-11-14
2023-12-31	$217,769	909	+1.0%	Shares	Defined	2024-02-13
2023-09-30	$205,614	900	-3.1%	Shares	Defined	2023-11-14
2023-06-30	$227,753	929	-4.7%	Shares	Defined	2023-08-09
2023-03-31	$232,908	975	-10.1%	Shares	Defined	2023-05-12
2022-12-31	$262,884	1,085	-4.3%	Shares	Defined	2023-02-13
2022-09-30	$230,780	1,134	-64.1%	Shares	Defined	2022-11-09
2022-06-30	$610,587	3,155	-18.2%	Shares	Defined	2022-08-09
2022-03-31	$790,904	3,856	-7.7%	Shares	Defined	2022-05-12
2021-12-31	$911,388	4,178	-4.9%	Shares	Defined	2022-02-14
2021-09-30	$986,267	4,392	-8.6%	Shares	Defined	2021-11-15
2021-06-30	$1,171,263	4,804	-22.0%	Shares	Defined	2021-08-16
2021-03-31	$1,596,376	6,161	-65.9%	Shares	Defined	2021-05-17
2020-12-31	$4,105,059	18,076	+22.5%	Shares	Defined	2021-02-16
2020-09-30	$3,116,510	14,759	-7.1%	Shares	Defined	2020-11-06
2020-06-30	$2,751,542	15,881	+66.9%	Shares	Defined	2020-08-04
2020-03-31	$1,287,975	9,518	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.