Summit Trail Advisors, LLC

Position in CMI — Cummins Inc

CIK 1698478 NEW YORK, NY

Position in CMI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,367,538

+$1,179,950 QoQ

Shares Held

8,928

-7.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#517

of 2,094 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $93,736,679 across 27 Specialty Industrial Machinery names. CMI ranks #3 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	10,437	$12,262,013
2	ETN	Eaton Corp plc	16,531	$7,044,189
3	CMI	Cummins Inc This page	8,928	$6,367,538
4	PH	Parker-Hannifin Corp	6,381	$6,241,383
5	EMR	Emerson Electric Co	33,630	$4,814,134
6	ITW	Illinois Tool Works Inc	15,940	$4,311,291
7	FLS	Flowserve Corp	50,517	$3,746,340
8	DCI	DONALDSON Co INC	41,055	$3,685,507

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,367,538	8,928	-7.4%	Shares	Sole	2026-08-11
2026-03-31	$5,187,588	9,642	+28.6%	Shares	Sole	2026-05-12
2025-12-31	$3,828,375	7,500	-16.8%	Shares	Sole	2026-02-17
2025-09-30	$3,805,553	9,010	+36.6%	Shares	Sole	2025-11-14
2025-06-30	$2,160,845	6,598	+364.6%	Shares	Sole	2025-08-14
2024-09-30	$459,781	1,420	-9.3%	Shares	Sole	2024-11-12
2024-06-30	$433,672	1,566	-5.5%	Shares	Sole	2024-08-13
2024-03-31	$488,235	1,657	+10.9%	Shares	Sole	2024-04-23
2023-12-31	$357,917	1,494	-12.7%	Shares	Sole	2024-02-06
2023-09-30	$390,895	1,711	-1.2%	Shares	Sole	2023-10-30
2023-06-30	$424,617	1,732	+70.8%	Shares	Sole	2023-07-25
2023-03-31	$242,224	1,014	+16.6%	Shares	Sole	2023-05-04
2022-12-31	$210,792	870	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.