Atria Investments, Inc

Position in CMI — Cummins Inc

CIK 1535865 Charlotte, NC

Position in CMI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$10,602,579

+$3,079,984 QoQ

Shares Held

14,866

+6.3% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#404

of 2,063 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Atria Investments, Inc holds $123,070,657 across 38 Specialty Industrial Machinery names. CMI ranks #4 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	17,350	$20,383,821
2	PH	Parker-Hannifin Corp	19,601	$19,172,130
3	ETN	Eaton Corp plc	33,582	$14,309,961
4	CMI	Cummins Inc This page	14,866	$10,602,579
5	EMR	Emerson Electric Co	59,458	$8,511,412
6	ITW	Illinois Tool Works Inc	19,321	$5,225,750
7	NDSN	Nordson Corp	12,760	$3,849,564
8	AME	Ametek Inc/	15,060	$3,643,616

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,602,579	14,866	+6.3%	Shares	Sole	2026-07-28
2026-03-31	$7,522,595	13,982	-15.2%	Shares	Sole	2026-05-05
2025-12-31	$8,412,726	16,481	+25.9%	Shares	Sole	2026-02-05
2025-09-30	$5,529,245	13,091	-3.5%	Shares	Sole	2025-11-06
2025-06-30	$4,440,900	13,560	-7.5%	Shares	Sole	2025-08-04
2025-03-31	$4,596,597	14,665	+13.4%	Shares	Sole	2025-05-06
2024-12-31	$4,506,352	12,927	-10.1%	Shares	Sole	2025-02-06
2024-09-30	$4,658,366	14,387	-5.4%	Shares	Sole	2024-11-01
2024-06-30	$4,210,166	15,203	-2.4%	Shares	Sole	2024-08-13
2024-03-31	$4,587,995	15,571	-1.3%	Shares	Sole	2024-05-21
2023-12-31	$3,778,018	15,770	+24.0%	Shares	Sole	2024-02-14
2023-09-30	$2,905,554	12,718	+1.7%	Shares	Sole	2023-11-07
2023-06-30	$3,067,196	12,511	-3.6%	Shares	Sole	2023-08-04
2023-03-31	$3,099,468	12,975	+1.2%	Shares	Sole	2023-05-10
2022-12-31	$3,105,673	12,818	+4.6%	Shares	Sole	2023-01-31
2022-09-30	$2,494,015	12,255	+6.8%	Shares	Sole	2022-11-01
2022-06-30	$2,221,724	11,480	+14.4%	Shares	Sole	2022-08-11
2022-03-31	$2,058,278	10,035	+9.7%	Shares	Sole	2022-05-02
2021-12-31	$1,995,544	9,148	+12.3%	Shares	Sole	2022-02-04
2021-09-30	$1,828,592	8,143	+14.3%	Shares	Sole	2021-11-16
2021-06-30	$1,736,414	7,122	+11.2%	Shares	Sole	2021-08-10
2021-03-31	$1,658,822	6,402	-3.9%	Shares	Sole	2021-05-11
2020-12-31	$1,513,167	6,663	-6.0%	Shares	Sole	2021-02-12
2020-09-30	$1,496,068	7,085	-29.5%	Shares	Sole	2020-11-05
2020-06-30	$1,741,263	10,050	—	Shares	Sole	2020-09-22
No filing history on record for this holder in this stock.