Atlantic Edge Private Wealth Management, LLC

Position in CMI — Cummins Inc

CIK 2011145 JACKSONVILLE, FL

Back to CMI Full portfolio

Position in CMI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,009,666

+$1,073,153 QoQ

Shares Held

5,622

+3.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.76%

of 13F equity value

Holder Rank

#634

of 2,094 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CMI Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Atlantic Edge Private Wealth Management, LLC holds $7,469,788 across 12 Specialty Industrial Machinery names. CMI ranks #1 (53.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc This page	5,622	$4,009,666
2	ETN	Eaton Corp plc	7,561	$3,221,893
3	GEV	GE Vernova Inc.	68	$79,890
4	OTIS	Otis Worldwide Corp	950	$68,020
5	PH	Parker-Hannifin Corp	30	$29,343
6	ITW	Illinois Tool Works Inc	93	$25,153
7	EMR	Emerson Electric Co	122	$17,464
8	FLS	Flowserve Corp	100	$7,416

All Filings in CMI

Export CSV

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,009,666	5,622	+3.0%	Shares	Sole	2026-07-23
2026-03-31	$2,936,513	5,458	-1.6%	Shares	Sole	2026-04-22
2025-12-31	$2,831,466	5,547	-0.2%	Shares	Sole	2026-01-27
2025-09-30	$2,347,110	5,557	+1.8%	Shares	Sole	2025-10-24
2025-06-30	$1,788,477	5,461	-1.2%	Shares	Sole	2025-07-30
2025-03-31	$1,732,696	5,528	+0.8%	Shares	Sole	2025-04-29
2024-12-31	$1,911,373	5,483	-0.4%	Shares	Sole	2025-01-29
2024-09-30	$1,781,816	5,503	+2.4%	Shares	Sole	2024-11-06
2024-06-30	$1,487,944	5,373	+0.7%	Shares	Sole	2024-07-26
2024-03-31	$1,572,841	5,338	+7.5%	Shares	Sole	2024-05-08
2023-12-31	$1,189,465	4,965	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.