AFFINITY INVESTMENT ADVISORS, LLC

Position in CMI — Cummins Inc

CIK 1520601 NEWPORT BEACH, CA

Position in CMI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,074,094

+$14,195 QoQ

Shares Held

1,506

-23.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#1,032

of 2,094 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Industrials · as of Jun 30, 2026

AFFINITY INVESTMENT ADVISORS, LLC holds $2,159,066 across 3 Specialty Industrial Machinery names. CMI ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc This page	1,506	$1,074,094
2	ITT	Itt Inc.	3,441	$680,492
3	ROK	Rockwell Automation, Inc	817	$404,480

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,074,094	1,506	-23.6%	Shares	Sole	2026-08-05
2026-03-31	$1,059,899	1,970	+1.5%	Shares	Sole	2026-05-14
2025-12-31	$990,783	1,941	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$818,130	1,937	-0.1%	Shares	Sole	2025-11-10
2025-06-30	$634,695	1,938	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$607,133	1,937	-18.6%	Shares	Sole	2025-05-13
2024-12-31	$830,016	2,381	-4.8%	Shares	Sole	2025-02-11
2024-09-30	$809,475	2,500	0.0%	Shares	Sole	2024-10-28
2024-06-30	$692,325	2,500	0.0%	Shares	Sole	2024-08-13
2024-03-31	$736,625	2,500	+184.1%	Shares	Sole	2024-05-03
2022-12-31	$213,215	880	-11.1%	Shares	Sole	2023-02-08
2022-09-30	$201,474	990	-51.5%	Shares	Sole	2022-11-08
2022-03-31	$418,424	2,040	-69.6%	Shares	Sole	2022-05-05
2021-12-31	$1,465,900	6,720	0.0%	Shares	Sole	2022-02-04
2021-09-30	$1,509,043	6,720	0.0%	Shares	Sole	2021-11-08
2021-06-30	$1,638,403	6,720	-35.3%	Shares	Sole	2021-08-09
2021-03-31	$2,689,561	10,380	-0.3%	Shares	Sole	2021-05-13
2020-12-31	$2,364,111	10,410	+951.5%	Shares	Sole	2021-02-12
2020-09-30	$209,048	990	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.