Root Financial Partners, LLC

Position in CMI — Cummins Inc

CIK 1977181 ENCINITAS, CA

Position in CMI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$480,703

+$131,529 QoQ

Shares Held

674

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,385

of 2,094 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Root Financial Partners, LLC holds $3,233,442 across 6 Specialty Industrial Machinery names. CMI ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,045	$1,227,728
2	ETN	Eaton Corp plc	1,533	$653,241
3	CMI	Cummins Inc This page	674	$480,703
4	EMR	Emerson Electric Co	2,103	$301,044
5	ITW	Illinois Tool Works Inc	1,065	$288,050
6	PH	Parker-Hannifin Corp	289	$282,676

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$480,703	674	+3.9%	Shares	Sole	2026-07-29
2026-03-31	$349,174	649	+47.8%	Shares	Sole	2026-04-24
2025-12-31	$224,087	439	+6.6%	Shares	Sole	2026-02-10
2025-09-30	$174,016	412	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.