Foundations Investment Advisors, LLC

Endowment

Position in CMI — Cummins Inc

CIK 1743404 PHOENIX, AZ

Position in CMI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,450,430

+$999,032 QoQ

Shares Held

6,240

-2.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#601

of 2,094 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $36,425,546 across 13 Specialty Industrial Machinery names. CMI ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	134,066	$19,191,547
2	GEV	GE Vernova Inc.	4,624	$5,432,552
3	CMI	Cummins Inc This page	6,240	$4,450,430
4	ETN	Eaton Corp plc	5,270	$2,245,652
5	ROK	Rockwell Automation, Inc	3,884	$1,922,890
6	NDSN	Nordson Corp	1,818	$548,472
7	SMR	NUSCALE POWER Corp	51,067	$512,202
8	IR	Ingersoll Rand Inc.	6,087	$499,073

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,450,430	6,240	-2.7%	Shares	Sole	2026-08-14
2026-03-31	$3,451,398	6,415	-22.5%	Shares	Sole	2026-05-11
2025-12-31	$4,224,994	8,277	-28.8%	Shares	Sole	2026-02-10
2025-09-30	$4,909,628	11,624	-2.0%	Shares	Sole	2025-11-03
2025-06-30	$3,882,840	11,856	-0.2%	Shares	Sole	2025-08-08
2025-03-31	$3,722,100	11,875	-36.8%	Shares	Sole	2025-05-07
2024-12-31	$6,549,496	18,788	-0.6%	Shares	Sole	2025-01-22
2024-09-30	$6,120,926	18,904	+1197.5%	Shares	Sole	2024-10-21
2024-06-30	$403,487	1,457	-8.3%	Shares	Sole	2024-08-02
2024-03-31	$468,198	1,589	-8.2%	Shares	Sole	2024-05-13
2023-12-31	$414,695	1,731	+12.7%	Shares	Sole	2024-02-08
2023-09-30	$350,914	1,536	+6.9%	Shares	Sole	2023-10-05
2023-06-30	$352,294	1,437	+2.1%	Shares	Sole	2023-07-19
2023-03-31	$336,104	1,407	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.