Sara-Bay Financial

Position in CMI — Cummins Inc

CIK 1816444 SARASOTA, FL

Position in CMI

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$4,236,467

+$988,441 QoQ

Shares Held

5,940

-1.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#617

of 2,094 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sara-Bay Financial holds $110,208,411 across 4 Specialty Industrial Machinery names. CMI ranks #2 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLIO	Helios Technologies, Inc.	1,146,658	$102,339,226
2	CMI	Cummins Inc This page	5,940	$4,236,467
3	EMR	Emerson Electric Co	23,691	$3,391,366
4	NDSN	Nordson Corp	800	$241,352

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,236,467	5,940	-1.6%	Shares	Sole	2026-07-17
2026-03-31	$3,248,026	6,037	-1.9%	Shares	Sole	2026-04-17
2025-12-31	$3,140,798	6,153	+5.0%	Shares	Sole	2026-01-20
2025-09-30	$2,475,932	5,862	-0.3%	Shares	Sole	2025-10-10
2025-06-30	$1,925,372	5,879	+11.6%	Shares	Sole	2025-07-15
2025-03-31	$1,650,888	5,267	+16.5%	Shares	Sole	2025-04-11
2024-12-31	$1,576,020	4,521	+3.3%	Shares	Sole	2025-01-15
2024-09-30	$1,417,552	4,378	+9.8%	Shares	Sole	2024-10-07
2024-03-31	$1,174,769	3,987	+1.5%	Shares	Sole	2024-04-16
2023-12-31	$941,030	3,928	+25.6%	Shares	Sole	2024-01-12
2023-06-30	$766,615	3,127	+8.3%	Shares	Sole	2023-07-14
2023-03-31	$689,646	2,887	-2.8%	Shares	Sole	2023-04-14
2022-12-31	$719,601	2,970	+2.8%	Shares	Sole	2023-01-11
2022-09-30	$587,736	2,888	+0.3%	Shares	Sole	2022-10-18
2022-06-30	$557,366	2,880	+2.9%	Shares	Sole	2022-08-26
2022-03-31	$573,897	2,798	0.0%	Shares	Sole	2022-04-12
2021-12-31	$610,355	2,798	-0.6%	Shares	Sole	2022-01-14
2021-09-30	$632,136	2,815	0.0%	Shares	Sole	2021-10-08
2021-06-30	$686,325	2,815	+16.5%	Shares	Sole	2021-07-16
2021-03-31	$626,009	2,416	+3.8%	Shares	Sole	2021-04-14
2020-12-31	$528,688	2,328	+0.6%	Shares	Sole	2021-01-15
2020-09-30	$488,624	2,314	+2.1%	Shares	Sole	2020-10-07
2020-06-30	$392,607	2,266	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.