Regent Peak Wealth Advisors LLC

Position in CMI — Cummins Inc

CIK 1803329 ATLANTA, GA

Position in CMI

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$303,114

+$77,146 QoQ

Shares Held

425

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,611

of 2,094 holders

Holding Since

Dec 2020

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $3,112,569 across 5 Specialty Industrial Machinery names. CMI ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,100	$1,292,346
2	ETN	Eaton Corp plc	1,661	$707,785
3	ITW	Illinois Tool Works Inc	2,137	$577,994
4	CMI	Cummins Inc This page	425	$303,114
5	EMR	Emerson Electric Co	1,616	$231,330

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,114	425	+1.2%	Shares	Sole	2026-07-10
2026-03-31	$225,968	420	+2.9%	Shares	Sole	2026-04-14
2025-12-31	$208,263	408	+193.5%	Shares	Sole	2026-01-08
2020-12-31	$31,566	139	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.