Camelot Portfolios, LLC

Position in CMI — Cummins Inc

CIK 1569766 Maumee, OH

Position in CMI

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$348,046

-$111,961 QoQ

Shares Held

488

-42.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,544

of 2,094 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Camelot Portfolios, LLC holds $1,780,559 across 4 Specialty Industrial Machinery names. CMI ranks #4 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IEX	Idex Corp /De/	2,318	$526,070
2	GEV	GE Vernova Inc.	406	$476,993
3	EMR	Emerson Electric Co	3,000	$429,450
4	CMI	Cummins Inc This page	488	$348,046

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$348,046	488	-42.9%	Shares	Sole	2026-07-17
2026-03-31	$460,007	855	-24.2%	Shares	Sole	2026-05-08
2025-12-31	$575,787	1,128	-24.6%	Shares	Sole	2026-01-29
2025-09-30	$632,287	1,497	+10.9%	Shares	Sole	2025-11-17
2025-06-30	$442,125	1,350	+48.0%	Shares	Sole	2025-07-17
2024-06-30	$252,560	912	-43.3%	Shares	Sole	2024-08-12
2023-12-31	$385,228	1,608	-5.9%	Shares	Sole	2024-01-23
2023-06-30	$418,978	1,709	-0.3%	Shares	Sole	2023-07-25
2023-03-31	$409,440	1,714	+1.8%	Shares	Sole	2023-04-20
2022-12-31	$408,016	1,684	-15.3%	Shares	Sole	2023-01-25
2022-06-30	$384,737	1,988	-0.8%	Shares	Sole	2022-07-18
2022-03-31	$411,245	2,005	-39.2%	Shares	Sole	2022-04-20
2021-12-31	$718,771	3,295	+91.0%	Shares	Sole	2022-01-04
2021-09-30	$387,366	1,725	-35.9%	Shares	Sole	2021-11-04
2021-06-30	$655,848	2,690	-4.3%	Shares	Sole	2021-07-28
2021-03-31	$728,099	2,810	+59.6%	Shares	Sole	2021-04-21
2020-12-31	$399,923	1,761	+22.6%	Shares	Sole	2021-01-27
2020-09-30	$303,225	1,436	-8.8%	Shares	Sole	2020-10-19
2020-06-30	$272,884	1,575	-42.4%	Shares	Sole	2020-07-30
2020-03-31	$370,100	2,735	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.