JGP Wealth Management, LLC

Position in CMI — Cummins Inc

CIK 1748278 BEND, OR

Position in CMI

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,779,379

+$625,685 QoQ

Shares Held

3,897

-2.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#742

of 2,094 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Industrials · as of Jun 30, 2026

JGP Wealth Management, LLC holds $17,972,041 across 6 Specialty Industrial Machinery names. CMI ranks #2 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	39,686	$10,733,872
2	CMI	Cummins Inc This page	3,897	$2,779,379
3	DCI	DONALDSON Co INC	18,554	$1,665,592
4	DOV	DOVER Corp	7,198	$1,614,367
5	EMR	Emerson Electric Co	5,108	$731,210
6	GEV	GE Vernova Inc.	381	$447,621

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,779,379	3,897	-2.6%	Shares	Sole	2026-07-07
2026-03-31	$2,153,694	4,003	-5.2%	Shares	Sole	2026-04-08
2025-12-31	$2,156,140	4,224	+2.2%	Shares	Sole	2026-01-12
2025-09-30	$1,745,655	4,133	+6.0%	Shares	Sole	2025-10-15
2025-06-30	$1,276,922	3,899	+1.8%	Shares	Sole	2025-07-28
2025-03-31	$1,200,788	3,831	+2.7%	Shares	Sole	2025-04-09
2024-12-31	$1,300,975	3,732	-1.1%	Shares	Sole	2025-01-15
2024-09-30	$1,221,659	3,773	-4.8%	Shares	Sole	2024-10-09
2024-06-30	$1,098,027	3,965	-6.6%	Shares	Sole	2024-07-12
2024-03-31	$1,250,789	4,245	-36.5%	Shares	Sole	2024-04-24
2023-12-31	$1,601,046	6,683	-6.2%	Shares	Sole	2024-01-10
2023-09-30	$1,628,005	7,126	+0.1%	Shares	Sole	2023-10-19
2023-06-30	$1,745,048	7,118	+3.9%	Shares	Sole	2023-08-10
2023-03-31	$1,636,566	6,851	+3.2%	Shares	Sole	2023-04-14
2022-12-31	$1,608,563	6,639	+3.7%	Shares	Sole	2023-02-10
2022-09-30	$1,302,464	6,400	+4.4%	Shares	Sole	2022-10-14
2022-06-30	$1,185,951	6,128	+4.2%	Shares	Sole	2022-07-19
2022-03-31	$1,206,251	5,881	+68.8%	Shares	Sole	2022-04-20
2021-12-31	$759,999	3,484	+9.7%	Shares	Sole	2022-01-18
2021-09-30	$713,427	3,177	-36.3%	Shares	Sole	2021-10-13
2021-06-30	$1,216,368	4,989	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.