INVESTMENT HOUSE LLC

Position in CMI — Cummins Inc

CIK 1566030 REDONDO BEACH, CA

Position in CMI

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$23,323,393

+$5,361,058 QoQ

Shares Held

32,702

-2.0% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#270

of 2,094 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Industrials · as of Jun 30, 2026

INVESTMENT HOUSE LLC holds $28,057,034 across 5 Specialty Industrial Machinery names. CMI ranks #1 (83.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc This page	32,702	$23,323,393
2	GEV	GE Vernova Inc.	2,578	$3,028,789
3	DCI	DONALDSON Co INC	9,400	$843,838
4	ITW	Illinois Tool Works Inc	1,675	$453,037
5	EMR	Emerson Electric Co	2,850	$407,977

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,323,393	32,702	-2.0%	Shares	Sole	2026-07-31
2026-03-31	$17,962,335	33,386	-1.7%	Shares	Sole	2026-04-29
2025-12-31	$17,328,246	33,947	-0.9%	Shares	Sole	2026-02-06
2025-09-30	$14,467,017	34,252	0.0%	Shares	Sole	2025-10-31
2025-06-30	$11,217,530	34,252	-1.6%	Shares	Sole	2025-08-14
2025-03-31	$10,909,279	34,805	+3.0%	Shares	Sole	2025-05-08
2024-12-31	$11,777,451	33,785	-0.1%	Shares	Sole	2025-02-11
2024-09-30	$10,948,958	33,815	+8.7%	Shares	Sole	2024-11-07
2024-06-30	$8,611,415	31,096	+2.3%	Shares	Sole	2024-07-22
2024-03-31	$8,954,708	30,391	+24.5%	Shares	Sole	2024-05-02
2023-12-31	$5,850,299	24,420	+1.3%	Shares	Sole	2024-02-05
2023-09-30	$5,506,342	24,102	-3.4%	Shares	Sole	2023-11-09
2023-06-30	$6,118,948	24,959	-0.6%	Shares	Sole	2023-08-08
2023-03-31	$5,996,843	25,104	-0.3%	Shares	Sole	2023-05-09
2022-12-31	$6,101,346	25,182	+10.6%	Shares	Sole	2023-02-07
2022-09-30	$4,634,329	22,772	+9.9%	Shares	Sole	2022-10-31
2022-06-30	$4,010,328	20,722	-0.4%	Shares	Sole	2022-08-09
2022-03-31	$4,267,723	20,807	-4.2%	Shares	Sole	2022-04-14
2021-12-31	$4,739,527	21,727	-3.2%	Shares	Sole	2022-02-09
2021-09-30	$5,038,452	22,437	-0.5%	Shares	Sole	2021-11-12
2021-06-30	$5,497,184	22,547	+7.5%	Shares	Sole	2021-07-20
2021-03-31	$5,435,350	20,977	-3.4%	Shares	Sole	2021-05-06
2020-12-31	$4,930,795	21,712	+0.5%	Shares	Sole	2021-01-13
2020-09-30	$4,564,012	21,614	-1.5%	Shares	Sole	2020-11-06
2020-06-30	$3,802,883	21,949	-17.4%	Shares	Sole	2020-07-13
2020-03-31	$3,597,076	26,582	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.