Ellis Investment Partners, LLC

Position in CMI — Cummins Inc

CIK 1765590 Berwyn, PA

Position in CMI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$415,088

+$103,037 QoQ

Shares Held

582

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,458

of 2,094 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Ellis Investment Partners, LLC holds $2,106,112 across 5 Specialty Industrial Machinery names. CMI ranks #3 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	2,523	$682,395
2	ETN	Eaton Corp plc	1,272	$542,024
3	CMI	Cummins Inc This page	582	$415,088
4	GEV	GE Vernova Inc.	202	$237,321
5	NDSN	Nordson Corp	760	$229,284

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$415,088	582	+0.3%	Shares	Sole	2026-08-05
2026-03-31	$312,051	580	+0.2%	Shares	Sole	2026-05-12
2025-12-31	$295,550	579	+0.3%	Shares	Sole	2026-02-02
2025-09-30	$243,707	577	-0.2%	Shares	Sole	2025-10-22
2024-12-31	$201,490	578	-15.2%	Shares	Sole	2025-01-30
2022-09-30	$138,793	682	+0.4%	Shares	Sole	2022-11-14
2022-06-30	$131,406	679	-6.6%	Shares	Sole	2022-08-01
2022-03-31	$149,114	727	+16.3%	Shares	Sole	2022-05-03
2021-12-31	$136,337	625	-5.7%	Shares	Sole	2022-02-01
2021-09-30	$148,883	663	+0.2%	Shares	Sole	2021-10-21
2021-06-30	$161,402	662	+61.9%	Shares	Sole	2021-07-26
2021-03-31	$105,975	409	0.0%	Shares	Sole	2021-05-03
2020-12-31	$92,883	409	0.0%	Shares	Sole	2021-01-20
2020-09-30	$86,364	409	+10.8%	Shares	Sole	2020-10-19
2020-06-30	$63,932	369	0.0%	Shares	Sole	2020-07-13
2020-03-31	$49,933	369	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.