Sovereign Financial Group, Inc.

Position in CMI — Cummins Inc

CIK 1846175 STAMFORD, CT

Position in CMI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$691,100

+$193,432 QoQ

Shares Held

969

+4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,226

of 2,105 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sovereign Financial Group, Inc. holds $2,760,902 across 6 Specialty Industrial Machinery names. CMI ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,076	$1,264,149
2	CMI	Cummins Inc This page	969	$691,100
3	ETN	Eaton Corp plc	794	$338,339
4	OTIS	Otis Worldwide Corp	3,646	$261,053
5	EMR	Emerson Electric Co	1,410	$201,841
6	OPTT	Ocean Power Technologies, Inc.	17,000	$4,420

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$691,100	969	+4.8%	Shares	Sole	2026-07-24
2026-03-31	$497,668	925	+0.7%	Shares	Sole	2026-04-17
2025-12-31	$469,103	919	+1.7%	Shares	Sole	2026-01-07
2025-09-30	$381,822	904	-0.4%	Shares	Sole	2025-10-17
2025-06-30	$297,370	908	-0.7%	Shares	Sole	2025-07-25
2025-03-31	$286,484	914	+0.1%	Shares	Sole	2025-04-11
2024-12-31	$318,271	913	-0.2%	Shares	Sole	2025-01-14
2024-09-30	$296,267	915	0.0%	Shares	Sole	2024-10-08
2024-06-30	$253,390	915	-0.4%	Shares	Sole	2024-07-15
2024-03-31	$270,783	919	-5.8%	Shares	Sole	2024-04-15
2023-06-30	$239,276	976	0.0%	Shares	Sole	2023-07-31
2023-03-31	$233,146	976	0.0%	Shares	Sole	2023-05-04
2022-12-31	$236,475	976	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.