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Sargent Investment Group, LLC

Position in CMI — Cummins Inc

CIK 1766157 BETHESDA, MD

Position in CMI

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$2,068,309
+$528,496 QoQ
Shares Held
2,900
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#827
of 2,105 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CMI Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Sargent Investment Group, LLC holds $10,218,112 across 6 Specialty Industrial Machinery names. CMI ranks #2 (20.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CMI
Cummins Inc
This page
2,900 $2,068,309

All Filings in CMI

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,068,309 2,900
2026-03-31 $1,539,813 2,862
2025-12-31 $1,350,140 2,645
2025-06-30 $630,765 1,926
2025-03-31 $383,337 1,223
2024-12-31 $288,989 829