McAdam, LLC

Position in CMI — Cummins Inc

CIK 1695490 Philadelphia, PA

Position in CMI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$424,359

+$206,999 QoQ

Shares Held

595

+47.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,452

of 2,094 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

McAdam, LLC holds $3,886,916 across 6 Specialty Industrial Machinery names. CMI ranks #5 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,117	$1,312,318
2	PH	Parker-Hannifin Corp	880	$860,745
3	ETN	Eaton Corp plc	1,392	$593,159
4	ROK	Rockwell Automation, Inc	930	$460,424
5	CMI	Cummins Inc This page	595	$424,359
6	EMR	Emerson Electric Co	1,648	$235,911

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,359	595	+47.3%	Shares	Sole	2026-08-04
2026-03-31	$217,360	404	-5.8%	Shares	Sole	2026-05-08
2025-12-31	$218,983	429	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.