Patriot Financial Group Insurance Agency, LLC

Insurance

Position in CMI — Cummins Inc

CIK 1694883 Westborough, MA

Back to CMI Full portfolio

Position in CMI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$227,513

-$108,211 QoQ

Shares Held

319

-48.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,768

of 2,094 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CMI Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $5,994,619 across 5 Specialty Industrial Machinery names. CMI ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	3,470	$4,076,764
2	ETN	Eaton Corp plc	2,413	$1,028,227
3	PH	Parker-Hannifin Corp	409	$400,051
4	GNRC	Generac Holdings Inc.	895	$262,064
5	CMI	Cummins Inc This page	319	$227,513

All Filings in CMI

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,513	319	-48.9%	Shares	Sole	2026-07-16
2026-03-31	$335,724	624	+128.6%	Shares	Sole	2026-04-22
2022-06-30	$52,833	273	-16.5%	Shares	Sole	2022-07-29
2022-03-31	$67,070	327	+12.4%	Shares	Sole	2022-05-11
2021-12-31	$63,478	291	0.0%	Shares	Sole	2022-01-10
2021-09-30	$65,346	291	+7.0%	Shares	Sole	2021-11-24
2021-06-30	$66,316	272	+7.9%	Shares	Sole	2021-07-30
2021-03-31	$65,295	252	-1.9%	Shares	Sole	2021-04-29
2020-12-31	$58,364	257	-53.9%	Shares	Sole	2021-01-15
2020-09-30	$117,616	557	0.0%	Shares	Sole	2020-10-21
2020-06-30	$96,505	557	-8.4%	Shares	Sole	2020-07-10
2020-03-31	$82,274	608	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.