Heritage Wealth Advisors

Position in CMI — Cummins Inc

CIK 1591122 RICHMOND, VA

Position in CMI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,271

+$2,277 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,044

of 2,102 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heritage Wealth Advisors holds $5,036,539 across 14 Specialty Industrial Machinery names. CMI ranks #10 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,105	$1,298,220
2	EMR	Emerson Electric Co	5,997	$858,470
3	PH	Parker-Hannifin Corp	876	$856,833
4	ETN	Eaton Corp plc	1,808	$770,424
5	ITW	Illinois Tool Works Inc	1,865	$504,426
6	DOV	DOVER Corp	1,977	$443,401
7	IR	Ingersoll Rand Inc.	2,723	$223,258
8	XYL	Xylem Inc.	326	$38,536

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,271	13	0.0%	Shares	Sole	2026-08-14
2026-03-31	$6,994	13	-7.1%	Shares	Sole	2026-05-14
2024-12-31	$4,880	14	+16.7%	Shares	Sole	2025-02-12
2024-09-30	$3,885	12	-94.8%	Shares	Sole	2024-11-12
2023-09-30	$52,545	230	0.0%	Shares	Sole	2024-12-12
2023-06-30	$56,386	230	0.0%	Shares	Sole	2024-12-12
2023-03-31	$54,942	230	0.0%	Shares	Sole	2023-05-04
2022-12-31	$55,726	230	0.0%	Shares	Sole	2024-12-12
2022-09-30	$46,807	230	0.0%	Shares	Sole	2024-12-12
2022-06-30	$44,511	230	0.0%	Shares	Sole	2022-08-04
2022-03-31	$47,175	230	0.0%	Shares	Sole	2022-05-11
2021-12-31	$50,172	230	0.0%	Shares	Sole	2022-03-28
2021-09-30	$51,648	230	0.0%	Shares	Sole	2021-11-02
2021-06-30	$56,076	230	0.0%	Shares	Sole	2021-08-09
2021-03-31	$59,595	230	0.0%	Shares	Sole	2021-04-27
2020-12-31	$52,233	230	0.0%	Shares	Sole	2021-02-01
2020-09-30	$48,566	230	0.0%	Shares	Sole	2020-11-03
2020-06-30	$39,849	230	0.0%	Shares	Sole	2020-07-17
2020-03-31	$31,123	230	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.