Capital Planning Advisors, LLC

Position in CMI — Cummins Inc

CIK 1631941 Roseville, CA

Position in CMI

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$332,496

+$17,038 QoQ

Shares Held

618

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $13,382,888 across 6 Specialty Industrial Machinery names. CMI ranks #6 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	5,817	$5,077,659
2	PH	Parker-Hannifin Corp	3,542	$3,170,940
3	ETN	Eaton Corp plc	8,589	$3,072,027
4	ITW	Illinois Tool Works Inc	4,026	$1,047,927
5	DOV	DOVER Corp	3,271	$681,839
6	CMI	Cummins Inc This page	618	$332,496

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$332,496	618	0.0%	Shares	Sole	2026-05-14
2025-12-31	$315,458	618	+1.8%	Shares	Sole	2026-02-17
2025-09-30	$256,378	607	-0.5%	Shares	Sole	2025-11-07
2024-12-31	$212,646	610	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.