Nvest Financial, LLC

Position in CMI — Cummins Inc

CIK 1915315 PORTSMOUTH, NH

Position in CMI

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

Position Value

$425,073

+$104,952 QoQ

Shares Held

596

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,450

of 2,094 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Nvest Financial, LLC holds $3,198,895 across 5 Specialty Industrial Machinery names. CMI ranks #4 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	1,154	$1,128,750
2	XYL	Xylem Inc.	7,107	$840,118
3	GEV	GE Vernova Inc.	428	$502,840
4	CMI	Cummins Inc This page	596	$425,073
5	ITW	Illinois Tool Works Inc	1,117	$302,114

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,073	596	+0.2%	Shares	Sole	2026-07-30
2026-03-31	$320,121	595	0.0%	Shares	Sole	2026-04-28
2025-12-31	$303,717	595	+0.2%	Shares	Sole	2026-02-10
2025-09-30	$250,887	594	+0.3%	Shares	Sole	2025-11-13
2024-12-31	$206,371	592	—	Shares	Sole	2025-01-23
No filing history on record for this holder in this stock.