BlackDiamond Wealth Management, LLC

Position in CMI — Cummins Inc

CIK 1903059 NEW YORK, NY

Position in CMI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$763,847

+$146,739 QoQ

Shares Held

1,071

-6.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,179

of 2,094 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BlackDiamond Wealth Management, LLC holds $2,199,415 across 5 Specialty Industrial Machinery names. CMI ranks #1 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc This page	1,071	$763,847
2	GEV	GE Vernova Inc.	533	$626,200
3	EMR	Emerson Electric Co	2,142	$306,627
4	ETN	Eaton Corp plc	620	$264,194
5	XYL	Xylem Inc.	2,018	$238,547

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$763,847	1,071	-6.6%	Shares	Sole	2026-08-11
2026-03-31	$617,108	1,147	+1.0%	Shares	Sole	2026-05-12
2025-12-31	$579,871	1,136	-0.4%	Shares	Sole	2026-02-10
2025-09-30	$481,924	1,141	-3.4%	Shares	Sole	2025-11-12
2025-06-30	$386,777	1,181	-0.3%	Shares	Sole	2025-08-13
2025-03-31	$371,112	1,184	-32.5%	Shares	Sole	2025-05-13
2024-12-31	$611,793	1,755	-11.0%	Shares	Sole	2025-02-10
2024-09-30	$638,837	1,973	-16.0%	Shares	Sole	2024-11-14
2024-06-30	$650,231	2,348	+5.4%	Shares	Sole	2024-08-13
2024-03-31	$656,185	2,227	-2.9%	Shares	Sole	2024-05-13
2023-12-31	$549,334	2,293	+5.0%	Shares	Sole	2024-02-09
2023-09-30	$498,728	2,183	+0.5%	Shares	Sole	2023-11-01
2023-06-30	$532,487	2,172	+3.2%	Shares	Sole	2023-07-31
2023-03-31	$502,603	2,104	+0.4%	Shares	Sole	2023-05-02
2022-12-31	$507,839	2,096	+5.0%	Shares	Sole	2023-01-18
2022-09-30	$406,409	1,997	-4.9%	Shares	Sole	2022-10-26
2022-06-30	$406,219	2,099	+3.9%	Shares	Sole	2022-07-22
2022-03-31	$414,527	2,021	+13.7%	Shares	Sole	2022-05-04
2021-12-31	$387,852	1,778	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.