MISSION WEALTH MANAGEMENT, LP

Position in CMI — Cummins Inc

CIK 1645382 Santa Barbara, CA

Position in CMI

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

Position Value

$4,539,581

+$2,326,705 QoQ

Shares Held

6,365

+54.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#596

of 2,094 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $28,881,032 across 16 Specialty Industrial Machinery names. CMI ranks #3 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	6,990	$8,212,271
2	ETN	Eaton Corp plc	11,059	$4,712,461
3	CMI	Cummins Inc This page	6,365	$4,539,581
4	DOV	DOVER Corp	9,700	$2,175,516
5	EMR	Emerson Electric Co	13,386	$1,916,205
6	XYL	Xylem Inc.	11,452	$1,353,740
7	ITW	Illinois Tool Works Inc	4,023	$1,088,100
8	IR	Ingersoll Rand Inc.	12,596	$1,032,746

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,539,581	6,365	+54.8%	Shares	Sole	2026-07-20
2026-03-31	$2,212,876	4,113	-4.5%	Shares	Sole	2026-05-15
2025-12-31	$2,199,018	4,308	+0.7%	Shares	Sole	2026-02-05
2025-09-30	$1,806,054	4,276	-1.1%	Shares	Sole	2025-11-04
2025-06-30	$1,415,782	4,323	+0.5%	Shares	Sole	2025-08-05
2025-03-31	$1,347,792	4,300	-1.4%	Shares	Sole	2025-04-17
2024-12-31	$1,520,593	4,362	+2.0%	Shares	Sole	2025-02-06
2024-09-30	$1,384,526	4,276	+4.2%	Shares	Sole	2024-10-31
2024-06-30	$1,136,520	4,104	-0.7%	Shares	Sole	2024-08-05
2024-03-31	$1,218,083	4,134	+2.4%	Shares	Sole	2024-04-30
2023-12-31	$967,383	4,038	+0.1%	Shares	Sole	2024-02-05
2023-09-30	$921,836	4,035	-1.1%	Shares	Sole	2023-10-24
2023-06-30	$1,000,252	4,080	-1.8%	Shares	Sole	2023-08-04
2023-03-31	$992,307	4,154	+9.5%	Shares	Sole	2023-04-07
2022-12-31	$919,248	3,794	-0.6%	Shares	Sole	2023-02-02
2022-09-30	$777,001	3,818	+3.0%	Shares	Sole	2022-10-12
2022-06-30	$717,222	3,706	-0.1%	Shares	Sole	2022-07-27
2022-03-31	$760,752	3,709	+3.2%	Shares	Sole	2022-04-25
2021-12-31	$784,213	3,595	+1.8%	Shares	Sole	2022-02-11
2021-09-30	$793,145	3,532	-1.5%	Shares	Sole	2021-11-05
2021-06-30	$874,058	3,585	-1.0%	Shares	Sole	2021-08-10
2021-03-31	$937,978	3,620	-3.4%	Shares	Sole	2021-05-10
2020-12-31	$851,397	3,749	+0.2%	Shares	Sole	2021-01-19
2020-09-30	$790,160	3,742	+0.1%	Shares	Sole	2020-10-16
2020-06-30	$647,472	3,737	-0.6%	Shares	Sole	2020-08-03
2020-03-31	$508,803	3,760	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.