Allworth Financial LP

Position in CMI — Cummins Inc

CIK 1555170 FOLSOM, CA

Position in CMI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$17,100,965

+$416,397 QoQ

Shares Held

31,785

-2.8% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.8809186723297153.ToString("F0")% Shared 0.ToString("F0")% None 99.11908132767029.ToString("F0")%

Industrials · as of Mar 31, 2026

Allworth Financial LP holds $98,220,679 across 58 Specialty Industrial Machinery names. CMI ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	96,429	$34,489,760
2	CMI	Cummins Inc This page	31,785	$17,100,965
3	GEV	GE Vernova Inc.	16,338	$14,261,440
4	PH	Parker-Hannifin Corp	13,513	$12,097,378
5	EMR	Emerson Electric Co	27,061	$3,545,532
6	NDSN	Nordson Corp	11,378	$3,027,230
7	OTIS	Otis Worldwide Corp	35,987	$2,773,877
8	ITW	Illinois Tool Works Inc	7,559	$1,967,532

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,100,965	31,785	-2.8%	Shares	Sole	2026-05-15
2025-12-31	$16,684,568	32,686	-2.0%	Shares	Sole	2026-02-05
2025-09-30	$14,091,530	33,363	+1.4%	Shares	Sole	2025-12-02
2025-06-30	$10,774,750	32,900	+482.2%	Shares	Sole	2025-08-07
2025-03-31	$1,771,249	5,651	-2.7%	Shares	Sole	2025-04-30
2024-12-31	$2,025,366	5,810	+110.8%	Shares	Sole	2025-01-30
2024-09-30	$892,365	2,756	+11.4%	Shares	Sole	2024-10-23
2024-06-30	$685,124	2,474	+12.5%	Shares	Sole	2024-07-24
2024-03-31	$647,935	2,199	+7.0%	Shares	Sole	2024-04-25
2023-12-31	$492,316	2,055	-1.4%	Shares	Sole	2024-01-24
2023-09-30	$476,338	2,085	+1.3%	Shares	Sole	2023-10-31
2023-06-30	$504,539	2,058	-1.6%	Shares	Sole	2023-07-18
2023-03-31	$499,736	2,092	+8.4%	Shares	Sole	2023-04-18
2022-12-31	$467,619	1,930	+2.9%	Shares	Sole	2023-01-13
2022-09-30	$381,581	1,875	+9.1%	Shares	Sole	2022-11-14
2022-06-30	$332,678	1,719	-5.1%	Shares	Sole	2022-07-13
2022-03-31	$371,659	1,812	+767.0%	Shares	Sole	2022-04-22
2021-12-31	$45,591	209	+1.0%	Shares	Sole	2022-01-21
2021-09-30	$46,483	207	+269.6%	Shares	Sole	2021-11-02
2021-06-30	$13,653	56	0.0%	Shares	Sole	2021-08-02
2021-03-31	$14,510	56	+69.7%	Shares	Sole	2021-04-29
2020-12-31	$7,494	33	0.0%	Shares	Sole	2021-01-26
2020-09-30	$6,968	33	0.0%	Shares	Sole	2020-11-03
2020-06-30	$5,717	33	0.0%	Shares	Sole	2020-07-24
2020-03-31	$4,465	33	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.