Murphy Pohlad Asset Management LLC

Position in CMI — Cummins Inc

CIK 1569148 EDEN PRAIRIE, MN

Position in CMI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$4,989,617

+$962,000 QoQ

Shares Held

6,996

-6.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.81%

of 13F equity value

Holder Rank

#573

of 2,094 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Murphy Pohlad Asset Management LLC holds $16,847,980 across 4 Specialty Industrial Machinery names. CMI ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	35,795	$5,124,054
2	CMI	Cummins Inc This page	6,996	$4,989,617
3	FLS	Flowserve Corp	62,178	$4,611,120
4	ITW	Illinois Tool Works Inc	7,850	$2,123,189

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,989,617	6,996	-6.5%	Shares	Sole	2026-07-21
2026-03-31	$4,027,617	7,486	+1.3%	Shares	Sole	2026-04-14
2025-12-31	$3,772,735	7,391	-0.3%	Shares	Sole	2026-02-09
2025-09-30	$3,131,873	7,415	-1.0%	Shares	Sole	2025-11-05
2025-06-30	$2,452,975	7,490	0.0%	Shares	Sole	2025-08-04
2025-03-31	$2,347,665	7,490	-0.3%	Shares	Sole	2025-04-17
2024-12-31	$2,619,729	7,515	-2.4%	Shares	Sole	2025-01-23
2024-09-30	$2,493,183	7,700	-3.9%	Shares	Sole	2024-10-28
2024-06-30	$2,218,209	8,010	-9.1%	Shares	Sole	2024-07-17
2024-03-31	$2,595,866	8,810	-2.2%	Shares	Sole	2024-04-12
2023-12-31	$2,158,525	9,010	-0.9%	Shares	Sole	2024-01-19
2023-09-30	$2,076,701	9,090	-7.6%	Shares	Sole	2023-10-10
2023-06-30	$2,411,148	9,835	-20.7%	Shares	Sole	2023-07-20
2023-03-31	$2,964,500	12,410	-1.0%	Shares	Sole	2023-04-17
2022-12-31	$3,035,893	12,530	-0.4%	Shares	Sole	2023-02-06
2022-09-30	$2,560,155	12,580	-0.1%	Shares	Sole	2022-10-24
2022-06-30	$2,437,510	12,595	+5.3%	Shares	Sole	2022-08-03
2022-03-31	$2,454,141	11,965	0.0%	Shares	Sole	2022-05-05
2021-12-31	$2,610,045	11,965	-0.7%	Shares	Sole	2022-02-11
2021-09-30	$2,705,948	12,050	-0.2%	Shares	Sole	2021-11-09
2021-06-30	$2,944,005	12,075	-5.8%	Shares	Sole	2021-08-11
2021-03-31	$3,320,494	12,815	+3.6%	Shares	Sole	2021-04-20
2020-12-31	$2,810,362	12,375	-16.2%	Shares	Sole	2021-02-05
2020-09-30	$3,116,721	14,760	-9.6%	Shares	Sole	2020-11-09
2020-06-30	$2,830,202	16,335	-10.4%	Shares	Sole	2020-08-11
2020-03-31	$2,468,236	18,240	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.