BEACON FINANCIAL GROUP

Position in CMI — Cummins Inc

CIK 1591379 DALLAS, TX

Position in CMI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$860,131

+$199,981 QoQ

Shares Held

1,206

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,128

of 2,094 holders

Holding Since

Mar 2020

26 quarters on record

Industrials · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $10,632,034 across 6 Specialty Industrial Machinery names. CMI ranks #2 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	19,177	$8,171,703
2	CMI	Cummins Inc This page	1,206	$860,131
3	EMR	Emerson Electric Co	3,938	$563,724
4	GEV	GE Vernova Inc.	359	$421,774
5	IEX	Idex Corp /De/	1,796	$407,602
6	AME	Ametek Inc/	856	$207,100

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$860,131	1,206	-1.7%	Shares	Sole	2026-07-16
2026-03-31	$660,150	1,227	0.0%	Shares	Sole	2026-04-30
2025-12-31	$626,322	1,227	-0.6%	Shares	Sole	2026-04-01
2025-09-30	$521,204	1,234	-1.1%	Shares	Sole	2025-10-08
2025-06-30	$408,720	1,248	-20.1%	Shares	Sole	2025-07-09
2025-03-31	$489,279	1,561	-11.3%	Shares	Sole	2025-04-10
2024-12-31	$613,187	1,759	-1.7%	Shares	Sole	2025-01-29
2024-09-30	$579,584	1,790	-3.1%	Shares	Sole	2024-11-12
2024-06-30	$511,489	1,847	-1.0%	Shares	Sole	2024-08-06
2024-03-31	$549,522	1,865	-3.5%	Shares	Sole	2024-05-07
2023-12-31	$463,088	1,933	+7.0%	Shares	Sole	2024-02-23
2023-09-30	$412,827	1,807	-0.9%	Shares	Sole	2023-10-16
2023-06-30	$447,171	1,824	-5.6%	Shares	Sole	2023-07-20
2023-03-31	$461,516	1,932	-18.2%	Shares	Sole	2023-04-14
2022-12-31	$572,531	2,363	+1.2%	Shares	Sole	2023-01-19
2022-09-30	$475,399	2,336	0.0%	Shares	Sole	2022-10-13
2022-06-30	$452,086	2,336	+1.2%	Shares	Sole	2022-07-19
2022-03-31	$473,598	2,309	+1.8%	Shares	Sole	2022-04-08
2021-12-31	$494,741	2,268	+0.7%	Shares	Sole	2022-01-07
2021-09-30	$505,709	2,252	+6.9%	Shares	Sole	2021-10-13
2021-06-30	$513,707	2,107	+9.5%	Shares	Sole	2021-07-26
2021-03-31	$498,527	1,924	0.0%	Shares	Sole	2021-08-16
2020-12-31	$436,940	1,924	-56.0%	Shares	Sole	2021-01-15
2020-09-30	$922,558	4,369	-2.0%	Shares	Sole	2020-10-13
2020-06-30	$772,219	4,457	-2.0%	Shares	Sole	2020-08-05
2020-03-31	$615,164	4,546	—	Shares	Sole	2020-06-29
No filing history on record for this holder in this stock.