Performance Wealth Partners, LLC

Position in CMI — Cummins Inc

CIK 1908765 HINSDALE, IL

Position in CMI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$794,515

+$197,851 QoQ

Shares Held

1,114

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,160

of 2,094 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $153,444,636 across 6 Specialty Industrial Machinery names. CMI ranks #3 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	123,244	$144,794,445
2	PH	Parker-Hannifin Corp	6,449	$6,307,895
3	CMI	Cummins Inc This page	1,114	$794,515
4	ITW	Illinois Tool Works Inc	2,505	$677,527
5	RRX	Regal Rexnord Corp	2,796	$665,979
6	EMR	Emerson Electric Co	1,427	$204,275

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$794,515	1,114	+0.5%	Shares	Sole	2026-08-07
2026-03-31	$596,664	1,109	+4.7%	Shares	Sole	2026-04-10
2025-12-31	$540,566	1,059	+0.9%	Shares	Sole	2026-01-21
2025-09-30	$443,488	1,050	0.0%	Shares	Sole	2025-11-07
2025-06-30	$343,875	1,050	0.0%	Shares	Sole	2025-07-28
2025-03-31	$329,112	1,050	-0.6%	Shares	Sole	2025-04-22
2024-12-31	$368,121	1,056	0.0%	Shares	Sole	2025-01-17
2024-09-30	$341,922	1,056	+0.6%	Shares	Sole	2024-10-10
2024-06-30	$290,776	1,050	0.0%	Shares	Sole	2024-07-22
2024-03-31	$309,382	1,050	0.0%	Shares	Sole	2024-04-30
2023-12-31	$251,548	1,050	0.0%	Shares	Sole	2024-01-22
2023-09-30	$239,883	1,050	0.0%	Shares	Sole	2023-10-30
2023-06-30	$257,418	1,050	0.0%	Shares	Sole	2023-07-13
2023-03-31	$250,824	1,050	0.0%	Shares	Sole	2023-04-20
2022-12-31	$254,404	1,050	0.0%	Shares	Sole	2023-01-19
2022-09-30	$213,685	1,050	0.0%	Shares	Sole	2022-10-17
2022-06-30	$203,206	1,050	-9.5%	Shares	Sole	2022-07-15
2022-03-31	$237,927	1,160	-0.3%	Shares	Sole	2022-04-21
2021-12-31	$253,696	1,163	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.