DELTA FINANCIAL ADVISORS LLC

Position in CMI — Cummins Inc

CIK 1790295 Metairie, LA

Position in CMI

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

Position Value

$4,399,792

+$1,046,314 QoQ

Shares Held

6,169

-1.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#604

of 2,094 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Industrials · as of Jun 30, 2026

DELTA FINANCIAL ADVISORS LLC holds $8,362,121 across 3 Specialty Industrial Machinery names. CMI ranks #1 (52.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc This page	6,169	$4,399,792
2	GNRC	Generac Holdings Inc.	7,093	$2,076,901
3	EMR	Emerson Electric Co	13,171	$1,885,428

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,399,792	6,169	-1.0%	Shares	Sole	2026-08-05
2026-03-31	$3,353,478	6,233	-0.8%	Shares	Sole	2026-05-05
2025-12-31	$3,206,136	6,281	-1.0%	Shares	Sole	2026-02-06
2025-09-30	$2,679,515	6,344	+0.2%	Shares	Sole	2025-10-30
2025-06-30	$2,074,385	6,334	-1.7%	Shares	Sole	2025-08-07
2025-03-31	$2,019,807	6,444	+0.2%	Shares	Sole	2025-05-13
2024-12-31	$2,242,892	6,434	+0.1%	Shares	Sole	2025-02-04
2024-09-30	$2,080,350	6,425	+8.9%	Shares	Sole	2024-11-04
2024-06-30	$1,633,610	5,899	+0.1%	Shares	Sole	2024-08-06
2024-03-31	$1,735,783	5,891	+0.4%	Shares	Sole	2024-05-07
2023-12-31	$1,405,317	5,866	-7.8%	Shares	Sole	2024-01-31
2023-09-30	$1,453,919	6,364	+0.2%	Shares	Sole	2023-11-03
2023-06-30	$1,557,256	6,352	+2.5%	Shares	Sole	2023-08-03
2023-03-31	$1,480,817	6,199	+0.1%	Shares	Sole	2023-05-04
2022-12-31	$1,500,986	6,195	+0.1%	Shares	Sole	2023-02-01
2022-09-30	$1,259,726	6,190	+0.1%	Shares	Sole	2022-10-27
2022-06-30	$1,196,983	6,185	-0.7%	Shares	Sole	2022-08-01
2022-03-31	$1,277,835	6,230	-0.5%	Shares	Sole	2022-05-06
2021-12-31	$1,366,428	6,264	+0.6%	Shares	Sole	2022-02-04
2021-09-30	$1,397,886	6,225	+0.1%	Shares	Sole	2021-10-26
2021-06-30	$1,516,742	6,221	+0.0%	Shares	Sole	2021-08-04
2021-03-31	$1,611,145	6,218	-0.5%	Shares	Sole	2021-04-29
2020-12-31	$1,419,375	6,250	-16.5%	Shares	Sole	2021-01-28
2020-09-30	$1,580,110	7,483	-11.4%	Shares	Sole	2020-10-20
2020-06-30	$1,462,660	8,442	-0.1%	Shares	Sole	2020-08-04
2020-03-31	$1,143,048	8,447	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.