IFP Advisors, Inc

Position in CMI — Cummins Inc

CIK 1641866 TAMPA, FL

Position in CMI

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

Position Value

$2,594,657

+$675,002 QoQ

Shares Held

3,638

+2.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#768

of 2,102 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

IFP Advisors, Inc holds $42,332,050 across 58 Specialty Industrial Machinery names. CMI ranks #6 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	6,840	$8,036,042
2	PH	Parker-Hannifin Corp	7,037	$6,883,030
3	ETN	Eaton Corp plc	10,814	$4,608,061
4	HURC	Hurco Companies Inc	200,068	$4,581,557
5	TWIN	Twin Disc Inc	120,357	$2,792,282
6	CMI	Cummins Inc This page	3,638	$2,594,657
7	OTIS	Otis Worldwide Corp	26,109	$1,869,404
8	JBTM	JBT MAREL Corp	9,874	$1,431,730

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,594,657	3,638	+2.0%	Shares	Sole	2026-07-20
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	2023-08-04
2023-03-31	$1,989,631	8,329	-26.4%	Shares	Sole	2023-04-18
2022-12-31	$1,111	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	+35.8%	Shares	Sole	2022-09-06
2022-03-31	$1,785,277	8,704	+35.0%	Shares	Sole	2022-08-08
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.