Shepherd Financial Partners LLC

Position in CMI — Cummins Inc

CIK 1696628 WINCHESTER, MA

Position in CMI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,255,249

+$334,159 QoQ

Shares Held

1,760

+2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#985

of 2,094 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $4,272,249 across 4 Specialty Industrial Machinery names. CMI ranks #2 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,311	$1,540,241
2	CMI	Cummins Inc This page	1,760	$1,255,249
3	ETN	Eaton Corp plc	1,828	$778,947
4	ITW	Illinois Tool Works Inc	2,580	$697,812

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,255,249	1,760	+2.8%	Shares	Sole	2026-08-10
2026-03-31	$921,090	1,712	+0.2%	Shares	Sole	2026-05-11
2025-12-31	$872,359	1,709	-4.8%	Shares	Sole	2026-02-10
2025-09-30	$758,154	1,795	-0.9%	Shares	Sole	2025-11-07
2025-06-30	$593,430	1,812	-2.0%	Shares	Sole	2025-08-13
2025-03-31	$579,550	1,849	+0.8%	Shares	Sole	2025-04-18
2024-12-31	$639,332	1,834	+0.8%	Shares	Sole	2025-01-28
2024-09-30	$588,974	1,819	+2.3%	Shares	Sole	2024-10-28
2024-06-30	$492,381	1,778	-1.2%	Shares	Sole	2024-08-08
2024-03-31	$530,075	1,799	+1.1%	Shares	Sole	2024-04-23
2023-12-31	$426,195	1,779	-49.6%	Shares	Sole	2024-02-12
2023-09-30	$806,006	3,528	-1.0%	Shares	Sole	2023-11-08
2023-06-30	$873,995	3,565	+0.3%	Shares	Sole	2023-08-11
2023-03-31	$849,218	3,555	-0.8%	Shares	Sole	2023-05-02
2022-12-31	$868,367	3,584	+238.8%	Shares	Sole	2023-02-14
2022-09-30	$215,313	1,058	+6.2%	Shares	Sole	2022-11-09
2021-12-31	$217,267	996	0.0%	Shares	Sole	2022-02-14
2021-09-30	$223,661	996	-83.5%	Shares	Sole	2021-11-15
2021-06-30	$1,467,736	6,020	+2.2%	Shares	Sole	2021-08-16
2021-03-31	$1,526,935	5,893	+2.5%	Shares	Sole	2021-05-14
2020-12-31	$1,306,052	5,751	+10.5%	Shares	Sole	2021-02-16
2020-09-30	$1,098,665	5,203	+7.4%	Shares	Sole	2020-11-16
2020-06-30	$839,098	4,843	+0.5%	Shares	Sole	2020-08-05
2020-03-31	$652,107	4,819	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.