SAPIENT CAPITAL LLC

Position in CMI — Cummins Inc

CIK 1998653 INDIANAPOLIS, IN

Position in CMI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$8,003,642

+$1,830,401 QoQ

Shares Held

11,222

-2.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#468

of 2,091 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SAPIENT CAPITAL LLC holds $103,290,615 across 9 Specialty Industrial Machinery names. CMI ranks #2 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	76,038	$89,334,004
2	CMI	Cummins Inc This page	11,222	$8,003,642
3	ITW	Illinois Tool Works Inc	13,611	$3,681,367
4	EMR	Emerson Electric Co	4,774	$683,398
5	PH	Parker-Hannifin Corp	465	$454,825
6	DOV	DOVER Corp	1,640	$367,819
7	FELE	Franklin Electric Co Inc	2,672	$286,411
8	ROK	Rockwell Automation, Inc	528	$261,402

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,003,642	11,222	-2.2%	Shares	Sole	2026-07-09
2026-03-31	$6,173,241	11,474	-15.1%	Shares	Sole	2026-04-08
2025-12-31	$6,897,200	13,512	+3.1%	Shares	Sole	2026-02-05
2025-09-30	$5,533,047	13,100	-0.3%	Shares	Sole	2025-10-17
2025-06-30	$4,301,712	13,135	+0.0%	Shares	Sole	2025-07-09
2025-03-31	$4,115,780	13,131	+0.0%	Shares	Sole	2025-04-15
2024-12-31	$4,576,072	13,127	+0.3%	Shares	Sole	2025-01-29
2024-09-30	$4,239,382	13,093	-0.0%	Shares	Sole	2024-10-11
2024-06-30	$3,627,229	13,098	+0.0%	Shares	Sole	2024-07-15
2024-03-31	$3,857,852	13,093	-1.3%	Shares	Sole	2024-04-22
2023-12-31	$3,178,614	13,268	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.