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Equibles

Steward Partners Investment Advisory, LLC

Position in CMI — Cummins Inc

CIK 1723397 STAMFORD, CT
Back to CMI Full portfolio

Position in CMI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$30,261,500
+$11,636,862 QoQ
Shares Held
42,430
+22.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#225
of 2,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CMI Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $270,442,484 across 45 Specialty Industrial Machinery names. CMI ranks #3 (11.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GEV
GE Vernova Inc.
 75,411 $88,597,367
2 ETN
Eaton Corp plc
 177,949 $75,827,627
3 CMI
Cummins Inc
This page 		42,430 $30,261,500
4 PH
Parker-Hannifin Corp
 24,708 $24,167,388
5 GNRC
Generac Holdings Inc.
 37,394 $10,949,337
6 EMR
Emerson Electric Co
 65,156 $9,327,081
7 ITW
Illinois Tool Works Inc
 28,598 $7,734,901
8 AME
Ametek Inc/
 17,238 $4,170,561

All Filings in CMI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $30,261,500 42,430
2026-03-31 $18,624,638 34,617
2025-12-31 $17,364,488 34,018
2025-09-30 $14,293,845 33,842
2025-06-30 $10,235,357 31,253
2025-03-31 $9,257,136 29,534
2024-12-31 $2,019,091 5,792
2024-09-30 $2,033,724 6,281
2024-06-30 $1,760,997 6,359
2024-03-31 $1,939,091 6,581
2023-12-31 $1,325,061 5,531
2023-09-30 $1,160,805 5,081
2023-06-30 $839,427 3,424
2023-03-31 $848,979 3,554
2022-12-31 $757,883 3,128
2022-09-30 $614,193 3,018
2022-06-30 $490,598 2,535
2022-03-31 $738,601 3,601
2021-12-31 $408,358 1,872
2021-09-30 $163,704 729
2021-06-30 $126,537 519
2021-03-31 $580,665 2,241
2020-12-31 $167,826 739
2020-09-30 $54,479 258
2020-06-30 $12,647 73
2020-03-31 $33,694 249