Morse Asset Management, Inc

Position in CMI — Cummins Inc

CIK 1705711 DARIEN, CT

Position in CMI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,067,675

+$263,874 QoQ

Shares Held

1,497

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,038

of 2,102 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Morse Asset Management, Inc holds $10,873,834 across 11 Specialty Industrial Machinery names. CMI ranks #2 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	6,450	$7,577,847
2	CMI	Cummins Inc This page	1,497	$1,067,675
3	GHM	Graham Corp	8,173	$1,011,735
4	AME	Ametek Inc/	2,000	$483,880
5	IR	Ingersoll Rand Inc.	2,500	$204,975
6	GNRC	Generac Holdings Inc.	570	$166,901
7	ROK	Rockwell Automation, Inc	317	$156,940
8	PH	Parker-Hannifin Corp	63	$61,621

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,067,675	1,497	+0.2%	Shares	Sole	2026-08-13
2026-03-31	$803,801	1,494	+0.4%	Shares	Sole	2026-05-14
2025-12-31	$759,549	1,488	+7.1%	Shares	Sole	2026-02-03
2025-09-30	$586,671	1,389	+28.8%	Shares	Sole	2025-11-14
2025-06-30	$353,045	1,078	-83.8%	Shares	Sole	2025-08-15
2025-03-31	$2,082,808	6,645	+74.8%	Shares	Sole	2025-05-05
2024-12-31	$1,325,028	3,801	0.0%	Shares	Sole	2025-02-14
2024-09-30	$1,230,725	3,801	-0.5%	Shares	Sole	2024-11-20
2024-06-30	$1,058,149	3,821	+13.5%	Shares	Sole	2024-08-14
2024-03-31	$992,086	3,367	+3.1%	Shares	Sole	2024-05-15
2023-12-31	$782,675	3,267	-3.6%	Shares	Sole	2024-02-15
2023-09-30	$774,250	3,389	-17.5%	Shares	Sole	2023-11-13
2023-06-30	$1,006,626	4,106	-30.9%	Shares	Sole	2023-08-14
2023-03-31	$1,418,947	5,940	+3.7%	Shares	Sole	2023-05-03
2022-12-31	$1,387,837	5,728	+41.6%	Shares	Sole	2023-02-08
2022-09-30	$823,197	4,045	+81.8%	Shares	Sole	2022-11-14
2022-06-30	$430,604	2,225	0.0%	Shares	Sole	2022-08-11
2022-03-31	$456,369	2,225	0.0%	Shares	Sole	2022-05-12
2021-12-31	$485,361	2,225	-52.9%	Shares	Sole	2022-02-14
2021-09-30	$1,060,372	4,722	-55.3%	Shares	Sole	2021-11-09
2021-06-30	$2,576,340	10,567	-7.1%	Shares	Sole	2021-08-13
2021-03-31	$2,948,412	11,379	+26.2%	Shares	Sole	2021-05-13
2020-12-31	$2,048,442	9,020	+26.2%	Shares	Sole	2021-02-11
2020-09-30	$1,508,738	7,145	+55.0%	Shares	Sole	2020-11-09
2020-06-30	$798,728	4,610	+88.2%	Shares	Sole	2020-08-14
2020-03-31	$331,534	2,450	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.