NewSquare Capital LLC

Position in CMI — Cummins Inc

CIK 1546989 NEWTOWN SQUARE, PA

Position in CMI

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

Position Value

$10,604,719

+$2,987,970 QoQ

Shares Held

14,869

+5.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

2.20%

of 13F equity value

Holder Rank

#408

of 2,094 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

NewSquare Capital LLC holds $11,479,085 across 4 Specialty Industrial Machinery names. CMI ranks #1 (92.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc This page	14,869	$10,604,719
2	GEV	GE Vernova Inc.	334	$392,403
3	ITT	Itt Inc.	1,405	$277,852
4	ETN	Eaton Corp plc	479	$204,111

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,604,719	14,869	+5.0%	Shares	Sole	2026-07-28
2026-03-31	$7,616,749	14,157	-47.6%	Shares	Sole	2026-05-08
2025-12-31	$13,788,785	27,013	-29.8%	Shares	Sole	2026-02-17
2025-09-30	$16,260,822	38,499	+1.2%	Shares	Sole	2025-11-12
2025-06-30	$12,462,685	38,054	+3.8%	Shares	Sole	2025-08-05
2025-03-31	$11,490,396	36,659	+0.7%	Shares	Sole	2025-04-14
2024-12-31	$12,684,856	36,388	+1.7%	Shares	Sole	2025-02-06
2024-09-30	$11,584,882	35,779	+3.8%	Shares	Sole	2024-11-04
2024-06-30	$9,549,100	34,482	+6.1%	Shares	Sole	2024-07-23
2024-03-31	$9,580,250	32,514	+1.7%	Shares	Sole	2024-05-08
2023-12-31	$7,660,250	31,975	+3.6%	Shares	Sole	2024-02-01
2023-09-30	$7,051,646	30,866	+9.8%	Shares	Sole	2023-11-03
2023-06-30	$6,889,241	28,101	+6.4%	Shares	Sole	2023-08-03
2023-03-31	$6,311,448	26,421	+69.9%	Shares	Sole	2023-05-01
2022-12-31	$3,768,094	15,552	+14.8%	Shares	Sole	2023-02-07
2022-09-30	$2,755,932	13,542	+6.9%	Shares	Sole	2022-10-25
2022-06-30	$2,452,412	12,672	+10.2%	Shares	Sole	2022-07-26
2022-03-31	$2,358,149	11,497	+12.9%	Shares	Sole	2022-05-10
2021-12-31	$2,221,319	10,183	+11.6%	Shares	Sole	2022-01-26
2021-09-30	$2,048,885	9,124	+3.5%	Shares	Sole	2021-11-08
2021-06-30	$2,148,941	8,814	-40.4%	Shares	Sole	2021-07-28
2021-03-31	$3,833,532	14,795	+3.4%	Shares	Sole	2021-05-10
2020-12-31	$3,249,573	14,309	+0.6%	Shares	Sole	2021-02-04
2020-09-30	$3,004,384	14,228	-13.3%	Shares	Sole	2020-11-04
2020-06-30	$2,844,929	16,420	+4.6%	Shares	Sole	2020-08-05
2020-03-31	$2,125,200	15,705	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.