BAKER TILLY WEALTH MANAGEMENT, LLC

Position in CMI — Cummins Inc

CIK 1840565 MADISON, WI

Position in CMI

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

Position Value

$398,684

+$100,621 QoQ

Shares Held

559

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,477

of 2,094 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $2,814,694 across 6 Specialty Industrial Machinery names. CMI ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp	11,304	$809,366
2	GEV	GE Vernova Inc.	546	$641,473
3	CMI	Cummins Inc This page	559	$398,684
4	AME	Ametek Inc/	1,603	$387,829
5	DOV	DOVER Corp	1,654	$370,959
6	PH	Parker-Hannifin Corp	211	$206,383

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,684	559	+0.9%	Shares	Sole	2026-07-17
2026-03-31	$298,063	554	+2.8%	Shares	Sole	2026-04-10
2025-12-31	$275,132	539	+2.3%	Shares	Sole	2026-01-08
2025-09-30	$222,588	527	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.