Sowell Financial Services LLC

Position in CMI — Cummins Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in CMI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,476,265

+$615,792 QoQ

Shares Held

3,472

+0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#781

of 2,094 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Sowell Financial Services LLC holds $15,055,777 across 17 Specialty Industrial Machinery names. CMI ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	4,884	$5,738,016
2	CMI	Cummins Inc This page	3,472	$2,476,265
3	ITW	Illinois Tool Works Inc	5,357	$1,448,907
4	ETN	Eaton Corp plc	1,911	$814,315
5	ROK	Rockwell Automation, Inc	1,392	$689,151
6	PH	Parker-Hannifin Corp	655	$640,668
7	EMR	Emerson Electric Co	3,836	$549,123
8	SMR	NUSCALE POWER Corp	42,235	$423,617

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,476,265	3,472	+0.4%	Shares	Sole	2026-07-20
2026-03-31	$1,860,473	3,458	-7.3%	Shares	Sole	2026-04-20
2025-12-31	$1,903,468	3,729	+1.4%	Shares	Sole	2026-01-21
2025-09-30	$1,553,476	3,678	-20.4%	Shares	Sole	2025-10-17
2025-06-30	$1,513,705	4,622	-4.6%	Shares	Sole	2025-07-14
2025-03-31	$1,519,243	4,847	+20.4%	Shares	Sole	2025-04-17
2023-03-31	$961,492	4,025	-43.8%	Shares	Sole	2023-05-12
2021-03-31	$1,854,709	7,158	-13.3%	Shares	Sole	2021-05-07
2020-12-31	$1,874,029	8,252	-2.3%	Shares	Sole	2021-01-13
2020-09-30	$1,783,668	8,447	-13.4%	Shares	Sole	2020-11-12
2020-06-30	$1,689,804	9,753	-11.3%	Shares	Sole	2020-08-13
2020-03-31	$1,488,520	11,000	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.