Kozak & Associates, Inc.

Position in CMI — Cummins Inc

CIK 1764970 HIGHLANDS RANCH, CO

Position in CMI

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

Position Value

$146,208

+$35,914 QoQ

Shares Held

205

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,855

of 2,094 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Kozak & Associates, Inc. holds $1,150,099 across 7 Specialty Industrial Machinery names. CMI ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	707	$830,626
2	CMI	Cummins Inc This page	205	$146,208
3	ETN	Eaton Corp plc	330	$140,619
4	EMR	Emerson Electric Co	160	$22,904
5	PH	Parker-Hannifin Corp	5	$4,890
6	IR	Ingersoll Rand Inc.	46	$3,771
7	ITW	Illinois Tool Works Inc	4	$1,081

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$146,208	205	0.0%	Shares	Sole	2026-07-02
2026-03-31	$110,294	205	+0.5%	Shares	Sole	2026-04-14
2025-12-31	$104,131	204	-5.1%	Shares	Sole	2026-01-12
2025-09-30	$90,809	215	+6.4%	Shares	Sole	2025-11-18
2025-06-30	$66,155	202	+0.5%	Shares	Sole	2025-07-10
2025-03-31	$63,001	201	+0.5%	Shares	Sole	2025-04-15
2024-12-31	$69,720	200	+0.5%	Shares	Sole	2025-01-06
2024-09-30	$64,434	199	+0.5%	Shares	Sole	2024-10-17
2024-06-30	$54,832	198	-5.3%	Shares	Sole	2024-07-05
2024-03-31	$61,581	209	+1.0%	Shares	Sole	2024-05-17
2023-12-31	$49,590	207	+0.5%	Shares	Sole	2024-01-17
2023-09-30	$47,062	206	+6.2%	Shares	Sole	2023-10-17
2023-06-30	$47,561	194	0.0%	Shares	Sole	2023-07-05
2023-03-31	$46,342	194	0.0%	Shares	Sole	2023-04-03
2022-12-31	$47,004	194	0.0%	Shares	Sole	2023-01-03
2022-09-30	$39,480	194	-10.2%	Shares	Sole	2022-10-12
2022-06-30	$41,802	216	0.0%	Shares	Sole	2022-10-12
2022-03-31	$44,303	216	0.0%	Shares	Sole	2022-05-26
2021-12-31	$47,118	216	0.0%	Shares	Sole	2022-03-11
2021-09-30	$48,504	216	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.