CX Institutional

Position in CMI — Cummins Inc

CIK 1737089 AUBURN, IN

Position in CMI

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$3,235,833

+$717,362 QoQ

Shares Held

4,537

-3.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#696

of 2,094 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CX Institutional holds $24,919,325 across 26 Specialty Industrial Machinery names. CMI ranks #3 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	4,574	$4,473,920
2	AOS	Smith A O Corp	69,291	$4,345,931
3	CMI	Cummins Inc This page	4,537	$3,235,833
4	GEV	GE Vernova Inc.	2,679	$3,147,449
5	ITW	Illinois Tool Works Inc	6,328	$1,711,534
6	EMR	Emerson Electric Co	11,155	$1,596,838
7	ETN	Eaton Corp plc	2,888	$1,230,634
8	XYL	Xylem Inc.	5,501	$650,273

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,235,833	4,537	-3.1%	Shares	Sole	2026-07-02
2026-03-31	$2,518,471	4,681	-1.7%	Shares	Sole	2026-04-06
2025-12-31	$2,431,273	4,763	-12.1%	Shares	Sole	2026-02-02
2025-09-30	$2,288,823	5,419	+174.0%	Shares	Sole	2025-10-23
2025-06-30	$647,795	1,978	+10.6%	Shares	Sole	2025-07-16
2025-03-31	$560,430	1,788	-0.8%	Shares	Sole	2025-04-15
2024-12-31	$628,177	1,802	+12.3%	Shares	Sole	2025-01-21
2024-09-30	$519,359	1,604	-86.2%	Shares	Sole	2024-10-11
2024-06-30	$3,211,280	11,596	-3.6%	Shares	Sole	2024-07-11
2024-03-31	$3,544,639	12,030	+601.5%	Shares	Sole	2024-04-15
2023-12-31	$410,862	1,715	+8.6%	Shares	Sole	2024-01-12
2023-09-30	$360,738	1,579	-8.5%	Shares	Sole	2023-10-18
2023-06-30	$422,901	1,725	+9.2%	Shares	Sole	2023-07-26
2023-03-31	$377,191	1,579	-80.6%	Shares	Sole	2023-05-04
2022-12-31	$1,975,148	8,152	+7.6%	Shares	Sole	2023-02-03
2022-09-30	$1,541,588	7,575	+23.3%	Shares	Sole	2022-11-04
2022-06-30	$1,189,241	6,145	+158.3%	Shares	Sole	2022-08-02
2022-03-31	$487,956	2,379	+570.1%	Shares	Sole	2022-05-09
2021-09-30	$79,718	355	-10.6%	Shares	Sole	2021-11-10
2021-06-30	$96,792	397	-17.6%	Shares	Sole	2021-08-04
2021-03-31	$124,891	482	-95.9%	Shares	Sole	2021-04-15
2020-12-31	$2,639,583	11,623	-22.0%	Shares	Sole	2021-01-12
2020-09-30	$3,146,495	14,901	+6322.8%	Shares	Sole	2020-10-13
2020-06-30	$40,196	232	-97.8%	Shares	Sole	2020-08-06
2020-03-31	$1,415,988	10,464	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.