L2 Asset Management, LLC

Position in CMI — Cummins Inc

CIK 1686988 Wayland, MA

Position in CMI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$562,722

+$162,436 QoQ

Shares Held

789

+6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,316

of 2,094 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

L2 Asset Management, LLC holds $7,523,917 across 9 Specialty Industrial Machinery names. CMI ranks #5 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTS	Watts Water Technologies Inc	4,977	$1,948,246
2	GEV	GE Vernova Inc.	1,534	$1,802,235
3	ETN	Eaton Corp plc	2,215	$943,855
4	PH	Parker-Hannifin Corp	721	$705,224
5	CMI	Cummins Inc This page	789	$562,722
6	EMR	Emerson Electric Co	3,507	$502,027
7	ITW	Illinois Tool Works Inc	1,577	$426,531
8	ROK	Rockwell Automation, Inc	641	$317,346

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$562,722	789	+6.0%	Shares	Sole	2026-08-13
2026-03-31	$400,286	744	+7.5%	Shares	Sole	2026-05-15
2025-12-31	$353,231	692	-50.8%	Shares	Sole	2026-02-17
2025-09-30	$593,852	1,406	-29.7%	Shares	Sole	2025-11-14
2025-06-30	$654,672	1,999	+8.8%	Shares	Sole	2025-08-14
2025-03-31	$575,789	1,837	+14.7%	Shares	Sole	2025-05-15
2024-12-31	$558,108	1,601	+6.7%	Shares	Sole	2025-02-14
2024-09-30	$486,008	1,501	+62.1%	Shares	Sole	2024-11-14
2021-12-31	$201,997	926	-74.9%	Shares	Sole	2022-02-10
2021-06-30	$901,121	3,696	-28.3%	Shares	Sole	2021-08-16
2021-03-31	$1,336,489	5,158	-51.5%	Shares	Sole	2021-05-17
2020-12-31	$2,417,706	10,646	-2.3%	Shares	Sole	2021-02-12
2020-09-30	$2,299,954	10,892	+4.1%	Shares	Sole	2020-11-16
2020-06-30	$1,813,685	10,468	+59.3%	Shares	Sole	2020-08-13
2020-03-31	$889,187	6,571	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.