FORTEM FINANCIAL GROUP, LLC

Position in CMI — Cummins Inc

CIK 1766509 PALM DESERT, CA

Position in CMI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,400,426

+$1,277,041 QoQ

Shares Held

7,572

-1.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#550

of 2,094 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $11,297,051 across 3 Specialty Industrial Machinery names. CMI ranks #1 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc This page	7,572	$5,400,426
2	GEV	GE Vernova Inc.	3,827	$4,496,189
3	EMR	Emerson Electric Co	9,783	$1,400,436

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,400,426	7,572	-1.2%	Shares	Sole	2026-07-20
2026-03-31	$4,123,385	7,664	+9.0%	Shares	Sole	2026-04-16
2025-12-31	$3,590,505	7,034	+6.1%	Shares	Sole	2026-02-04
2025-09-30	$2,800,313	6,630	+9.1%	Shares	Sole	2025-11-04
2025-06-30	$1,990,545	6,078	+38.1%	Shares	Sole	2025-08-12
2025-03-31	$1,379,449	4,401	+41.5%	Shares	Sole	2025-05-01
2024-12-31	$1,084,494	3,111	-2.0%	Shares	Sole	2025-01-06
2024-09-30	$1,028,033	3,175	+249.3%	Shares	Sole	2024-11-18
2024-06-30	$251,729	909	-19.3%	Shares	Sole	2024-08-02
2024-03-31	$332,070	1,127	+5.8%	Shares	Sole	2024-05-01
2023-12-31	$255,142	1,065	-15.7%	Shares	Sole	2024-02-13
2023-09-30	$288,773	1,264	+18.6%	Shares	Sole	2023-10-10
2023-06-30	$261,340	1,066	+18.1%	Shares	Sole	2023-07-18
2023-03-31	$215,708	903	+9.2%	Shares	Sole	2023-04-21
2022-12-31	$200,373	827	-47.0%	Shares	Sole	2023-01-17
2022-03-31	$320,176	1,561	-27.4%	Shares	Sole	2022-04-27
2021-12-31	$469,001	2,150	-13.2%	Shares	Sole	2022-01-20
2021-09-30	$556,235	2,477	-0.6%	Shares	Sole	2021-10-15
2021-06-30	$607,818	2,493	+3.1%	Shares	Sole	2021-07-14
2021-03-31	$626,268	2,417	+7.7%	Shares	Sole	2021-04-20
2020-12-31	$509,612	2,244	-4.3%	Shares	Sole	2021-01-29
2020-09-30	$494,959	2,344	-61.2%	Shares	Sole	2020-10-15
2020-06-30	$1,047,183	6,044	+1.9%	Shares	Sole	2020-07-14
2020-03-31	$802,582	5,931	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.