FLC Capital Advisors

Position in CMI — Cummins Inc

CIK 1713697 PALM DESERT, CA

Position in CMI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,011,252

+$440,234 QoQ

Shares Held

2,820

-3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#833

of 2,094 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

FLC Capital Advisors holds $2,448,299 across 2 Specialty Industrial Machinery names. CMI ranks #1 (82.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CMI	Cummins Inc This page	2,820	$2,011,252
2	GEV	GE Vernova Inc.	372	$437,047

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,011,252	2,820	-3.4%	Shares	Sole	2026-07-20
2026-03-31	$1,571,018	2,920	0.0%	Shares	Sole	2026-05-04
2025-12-31	$1,490,514	2,920	0.0%	Shares	Sole	2026-02-11
2025-09-30	$1,233,320	2,920	0.0%	Shares	Sole	2025-10-17
2025-06-30	$956,300	2,920	0.0%	Shares	Sole	2025-07-29
2025-03-31	$915,244	2,920	0.0%	Shares	Sole	2025-05-05
2024-12-31	$1,017,912	2,920	0.0%	Shares	Sole	2025-01-16
2024-09-30	$945,466	2,920	0.0%	Shares	Sole	2024-10-16
2024-06-30	$808,635	2,920	0.0%	Shares	Sole	2024-07-15
2024-03-31	$860,378	2,920	-12.2%	Shares	Sole	2024-05-06
2023-12-31	$796,570	3,325	0.0%	Shares	Sole	2024-01-18
2023-09-30	$759,629	3,325	0.0%	Shares	Sole	2024-01-18
2023-06-30	$815,157	3,325	+25.7%	Shares	Sole	2023-08-11
2023-03-31	$631,837	2,645	-2.0%	Shares	Sole	2023-04-27
2022-12-31	$654,183	2,700	+6.6%	Shares	Sole	2023-01-30
2022-09-30	$515,287	2,532	+17.8%	Shares	Sole	2022-10-14
2022-06-30	$415,895	2,149	+60.6%	Shares	Sole	2022-07-27
2021-09-30	$300,461	1,338	+8.1%	Shares	Sole	2021-10-13
2021-06-30	$301,836	1,238	0.0%	Shares	Sole	2021-08-12
2021-03-31	$320,778	1,238	0.0%	Shares	Sole	2021-04-23
2020-12-31	$281,149	1,238	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.