Modera Wealth Management, LLC

Position in CMI — Cummins Inc

CIK 1542143 WESTWOOD, NJ

Position in CMI

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

Position Value

$1,527,695

+$351,046 QoQ

Shares Held

2,142

-2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#918

of 2,102 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Modera Wealth Management, LLC holds $60,920,786 across 11 Specialty Industrial Machinery names. CMI ranks #7 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	190,231	$27,231,567
2	DOV	DOVER Corp	87,646	$19,657,244
3	OTIS	Otis Worldwide Corp	60,554	$4,335,666
4	GEV	GE Vernova Inc.	2,279	$2,677,505
5	ETN	Eaton Corp plc	4,099	$1,746,665
6	ITW	Illinois Tool Works Inc	6,274	$1,696,928
7	CMI	Cummins Inc This page	2,142	$1,527,695
8	ROK	Rockwell Automation, Inc	1,303	$645,089

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,527,695	2,142	-2.1%	Shares	Sole	2026-08-03
2026-03-31	$1,176,649	2,187	-0.4%	Shares	Sole	2026-05-06
2025-12-31	$1,120,948	2,196	+0.3%	Shares	Sole	2026-01-21
2025-09-30	$924,990	2,190	-1.3%	Shares	Sole	2025-10-31
2025-06-30	$726,722	2,219	-5.2%	Shares	Sole	2025-08-06
2025-03-31	$733,449	2,340	-9.3%	Shares	Sole	2025-05-08
2024-12-31	$899,388	2,580	+19.8%	Shares	Sole	2025-02-06
2024-09-30	$697,443	2,154	+48.1%	Shares	Sole	2024-10-24
2024-06-30	$402,656	1,454	-2.4%	Shares	Sole	2024-07-29
2024-03-31	$439,028	1,490	-4.6%	Shares	Sole	2024-05-14
2023-12-31	$374,208	1,562	-8.7%	Shares	Sole	2024-02-14
2023-09-30	$390,895	1,711	-12.1%	Shares	Sole	2023-11-30
2023-06-30	$477,326	1,947	+6.9%	Shares	Sole	2023-08-07
2021-12-31	$397,451	1,822	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.