BEACON INVESTMENT ADVISORS LLC

Position in CMI — Cummins Inc

CIK 1961635 Gaithersburg, MD

Position in CMI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$346,620

+$85,681 QoQ

Shares Held

486

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,546

of 2,094 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

BEACON INVESTMENT ADVISORS LLC holds $11,210,006 across 5 Specialty Industrial Machinery names. CMI ranks #4 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GNRC	Generac Holdings Inc.	30,115	$8,817,973
2	RRX	Regal Rexnord Corp	5,736	$1,366,257
3	ETN	Eaton Corp plc	888	$378,394
4	CMI	Cummins Inc This page	486	$346,620
5	ITW	Illinois Tool Works Inc	1,112	$300,762

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$346,620	486	+0.2%	Shares	Sole	2026-08-13
2026-03-31	$260,939	485	-21.3%	Shares	Sole	2026-05-14
2025-12-31	$314,437	616	-85.0%	Shares	Sole	2026-02-17
2025-09-30	$1,730,449	4,097	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,341,112	4,095	-18.2%	Shares	Sole	2025-08-14
2025-03-31	$1,569,394	5,007	+1.0%	Shares	Sole	2025-05-15
2024-12-31	$1,727,661	4,956	-10.2%	Shares	Sole	2025-02-14
2024-09-30	$1,786,025	5,516	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$1,525,884	5,510	+168.8%	Shares	Sole	2024-08-14
2024-03-31	$604,032	2,050	+1.8%	Shares	Sole	2024-05-13
2023-12-31	$482,493	2,014	-9.4%	Shares	Sole	2024-02-13
2023-09-30	$507,638	2,222	+0.0%	Shares	Sole	2023-11-07
2023-06-30	$544,500	2,221	-4.9%	Shares	Sole	2023-08-03
2023-03-31	$557,784	2,335	+0.0%	Shares	Sole	2023-05-12
2022-12-31	$565,504	2,334	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.