BSW Wealth Partners

Position in CMI — Cummins Inc

CIK 1512601 BOULDER, CO

Position in CMI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$376,574

+$91,424 QoQ

Shares Held

528

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,500

of 2,102 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BSW Wealth Partners holds $4,274,190 across 7 Specialty Industrial Machinery names. CMI ranks #5 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,303	$1,530,842
2	DOV	DOVER Corp	4,394	$985,486
3	XYL	Xylem Inc.	3,444	$407,115
4	ITW	Illinois Tool Works Inc	1,418	$383,526
5	CMI	Cummins Inc This page	528	$376,574
6	ETN	Eaton Corp plc	773	$329,390
7	PNR	PENTAIR plc	3,408	$261,257

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$376,574	528	-0.4%	Shares	Sole	2026-07-15
2026-03-31	$285,150	530	-1.7%	Shares	Sole	2026-04-14
2025-12-31	$275,132	539	-0.9%	Shares	Sole	2026-01-23
2025-09-30	$229,769	544	-10.4%	Shares	Sole	2025-10-15
2024-12-31	$211,600	607	—	Shares	Sole	2025-01-22
No filing history on record for this holder in this stock.