IFP Advisors, Inc

Position in CMI — Cummins Inc

CIK 1641866 TAMPA, FL

Position in CMI

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$1,919,655

+$114,704 QoQ

Shares Held

3,568

+0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

IFP Advisors, Inc holds $33,006,682 across 54 Specialty Industrial Machinery names. CMI ranks #5 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	6,940	$6,212,965
2	GEV	GE Vernova Inc.	6,084	$5,310,723
3	ETN	Eaton Corp plc	10,526	$3,764,834
4	HURC	Hurco Companies Inc	200,068	$2,943,000
5	CMI	Cummins Inc This page	3,568	$1,919,655
6	TWIN	Twin Disc Inc	117,989	$1,778,094
7	OTIS	Otis Worldwide Corp	22,377	$1,724,819
8	EMR	Emerson Electric Co	12,706	$1,664,740

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,919,655	3,568	+0.9%	Shares	Sole	2026-04-13
2025-12-31	$1,804,951	3,536	0.0%	Shares	Sole	2026-02-06
2025-09-30	$1,493,500	3,536	+0.7%	Shares	Sole	2026-02-06
2025-06-30	$1,149,852	3,511	+5.2%	Shares	Sole	2025-07-24
2025-03-31	$1,046,262	3,338	-2.3%	Shares	Sole	2025-05-05
2024-12-31	$1,191,166	3,417	+12.9%	Shares	Sole	2025-02-04
2024-09-30	$980,112	3,027	+27.5%	Shares	Sole	2025-02-04
2024-06-30	$657,708	2,375	+18.9%	Shares	Sole	2024-07-30
2024-03-31	$588,416	1,997	-6.6%	Shares	Sole	2024-07-30
2023-12-31	$511,961	2,137	-7.7%	Shares	Sole	2024-01-09
2023-09-30	$529,113	2,316	-57.0%	Shares	Sole	2023-10-12
2023-06-30	$1,319,696	5,383	-35.4%	Shares	Sole	2023-08-14
2023-03-31	$1,989,631	8,329	-26.4%	Shares	Sole	2023-04-18
2022-12-31	$2,740,542	11,311	-9.3%	Shares	Sole	2023-02-07
2022-09-30	$2,537,973	12,471	+5.5%	Shares	Sole	2022-11-08
2022-06-30	$2,288,105	11,823	0.0%	Shares	Sole	2022-09-06
2022-03-31	$2,425,015	11,823	+83.4%	Shares	Sole	2022-09-06
2021-12-31	$1,406,348	6,447	-0.9%	Shares	Sole	2022-01-12
2021-09-30	$1,460,313	6,503	+5.3%	Shares	Sole	2021-10-06
2021-06-30	$1,505,282	6,174	-14.8%	Shares	Sole	2021-07-13
2021-03-31	$1,878,029	7,248	-52.8%	Shares	Sole	2021-04-30
2020-12-31	$3,490,072	15,368	+3.2%	Shares	Sole	2021-01-25
2020-09-30	$3,144,594	14,892	+5.9%	Shares	Sole	2020-10-29
2020-06-30	$2,436,382	14,062	+605.2%	Shares	Sole	2020-08-05
2020-03-31	$269,828	1,994	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.