SIMON QUICK ADVISORS, LLC

Position in CMI — Cummins Inc

CIK 1692038 MORRISTOWN, NJ

Position in CMI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$477,137

+$67,704 QoQ

Shares Held

669

-12.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,389

of 2,094 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $12,930,995 across 6 Specialty Industrial Machinery names. CMI ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	14,685	$6,257,572
2	EMR	Emerson Electric Co	31,234	$4,471,147
3	GEV	GE Vernova Inc.	816	$958,685
4	CMI	Cummins Inc This page	669	$477,137
5	MIR	Mirion Technologies, Inc.	26,436	$473,997
6	PH	Parker-Hannifin Corp	299	$292,457

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$477,137	669	-12.1%	Shares	Sole	2026-07-28
2026-03-31	$409,433	761	+23.7%	Shares	Sole	2026-05-06
2025-12-31	$313,926	615	+4.4%	Shares	Sole	2026-01-29
2025-09-30	$248,775	589	-70.4%	Shares	Sole	2025-10-21
2025-03-31	$623,432	1,989	+107.6%	Shares	Sole	2025-04-15
2024-12-31	$333,958	958	+12.4%	Shares	Sole	2025-01-17
2024-09-30	$275,869	852	+8.5%	Shares	Sole	2024-10-15
2024-06-30	$217,390	785	+294.5%	Shares	Sole	2024-08-02
2022-03-31	$40,816	199	-49.9%	Shares	Sole	2022-05-05
2021-12-31	$86,601	397	-15.2%	Shares	Sole	2022-02-08
2021-09-30	$105,094	468	+17.9%	Shares	Sole	2021-10-27
2021-06-30	$96,792	397	-25.8%	Shares	Sole	2021-07-21
2021-03-31	$138,623	535	+0.2%	Shares	Sole	2021-05-06
2020-12-31	$121,271	534	-13.6%	Shares	Sole	2021-01-27
2020-09-30	$130,496	618	+106.7%	Shares	Sole	2020-10-26
2020-06-30	$51,804	299	+40.4%	Shares	Sole	2020-08-04
2020-03-31	$28,823	213	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.