Perigon Wealth Management, LLC

Position in CMI — Cummins Inc

CIK 1575239 SAN FRANCISCO, CA

Position in CMI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,876,216

+$1,291,389 QoQ

Shares Held

6,837

+2.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#580

of 2,094 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $36,606,068 across 21 Specialty Industrial Machinery names. CMI ranks #3 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	8,057	$9,465,847
2	ETN	Eaton Corp plc	12,128	$5,167,983
3	CMI	Cummins Inc This page	6,837	$4,876,216
4	AME	Ametek Inc/	14,875	$3,598,857
5	EMR	Emerson Electric Co	22,813	$3,265,680
6	ROK	Rockwell Automation, Inc	3,180	$1,574,354
7	PH	Parker-Hannifin Corp	1,492	$1,459,355
8	SYM	Symbotic Inc.	27,569	$1,239,226

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,876,216	6,837	+2.6%	Shares	Sole	2026-08-07
2026-03-31	$3,584,827	6,663	+5.5%	Shares	Sole	2026-04-10
2025-12-31	$3,224,512	6,317	-4.6%	Shares	Sole	2026-01-16
2025-09-30	$2,797,778	6,624	+8.5%	Shares	Sole	2025-10-17
2025-06-30	$1,998,732	6,103	-7.4%	Shares	Sole	2025-07-16
2025-03-31	$2,064,942	6,588	+0.6%	Shares	Sole	2025-04-23
2024-12-31	$2,281,935	6,546	+566.6%	Shares	Sole	2025-01-22
2024-09-30	$317,961	982	+1.3%	Shares	Sole	2024-10-16
2024-06-30	$268,345	969	+4.3%	Shares	Sole	2024-08-02
2024-03-31	$273,729	929	-32.7%	Shares	Sole	2024-04-29
2023-12-31	$330,846	1,381	+757.8%	Shares	Sole	2024-01-29
2020-12-31	$36,563	161	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.