Carr Financial Group Corp

Position in CMI — Cummins Inc

CIK 1931232 WORCESTER, MA

Position in CMI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$800,221

+$198,715 QoQ

Shares Held

1,122

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,161

of 2,102 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Carr Financial Group Corp holds $4,253,517 across 7 Specialty Industrial Machinery names. CMI ranks #2 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	1,140	$1,115,056
2	CMI	Cummins Inc This page	1,122	$800,221
3	ETN	Eaton Corp plc	1,779	$758,067
4	ROK	Rockwell Automation, Inc	1,031	$510,427
5	XYL	Xylem Inc.	3,547	$419,290
6	ITW	Illinois Tool Works Inc	1,332	$360,266
7	GEV	GE Vernova Inc.	247	$290,190

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$800,221	1,122	+0.4%	Shares	Sole	2026-08-06
2026-03-31	$601,506	1,118	+0.3%	Shares	Sole	2026-05-12
2025-12-31	$569,151	1,115	+0.5%	Shares	Sole	2026-01-09
2025-09-30	$468,830	1,110	+0.5%	Shares	Sole	2025-10-08
2025-06-30	$361,887	1,105	+0.5%	Shares	Sole	2025-07-15
2025-03-31	$344,784	1,100	+0.5%	Shares	Sole	2025-04-22
2024-12-31	$381,717	1,095	-8.1%	Shares	Sole	2025-01-21
2024-09-30	$385,957	1,192	+0.6%	Shares	Sole	2024-11-01
2024-06-30	$328,162	1,185	+0.5%	Shares	Sole	2024-07-12
2024-03-31	$347,392	1,179	0.0%	Shares	Sole	2024-04-25
2023-12-31	$282,453	1,179	0.0%	Shares	Sole	2024-01-26
2023-09-30	$269,354	1,179	+9.3%	Shares	Sole	2023-11-07
2023-06-30	$264,527	1,079	0.0%	Shares	Sole	2023-07-17
2023-03-31	$257,751	1,079	0.0%	Shares	Sole	2023-04-20
2022-12-31	$261,430	1,079	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.