MINDSET WEALTH MANAGEMENT, LLC

Position in CMI — Cummins Inc

CIK 2044232 INDIANAPOLIS, IN

Position in CMI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,632,537

+$433,829 QoQ

Shares Held

2,289

+2.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#898

of 2,094 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MINDSET WEALTH MANAGEMENT, LLC holds $6,867,863 across 6 Specialty Industrial Machinery names. CMI ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc	3,707	$1,835,261
2	CMI	Cummins Inc This page	2,289	$1,632,537
3	GEV	GE Vernova Inc.	1,164	$1,367,537
4	PH	Parker-Hannifin Corp	1,159	$1,133,641
5	ETN	Eaton Corp plc	1,404	$598,272
6	EMR	Emerson Electric Co	2,100	$300,615

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,632,537	2,289	+2.7%	Shares	Sole	2026-08-04
2026-03-31	$1,198,708	2,228	+3.1%	Shares	Sole	2026-04-22
2025-12-31	$1,102,572	2,160	-0.6%	Shares	Sole	2026-02-12
2025-09-30	$917,810	2,173	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$712,312	2,175	+4.1%	Shares	Sole	2025-08-11
2025-03-31	$655,089	2,090	+0.7%	Shares	Sole	2025-05-15
2024-12-31	$723,693	2,076	+1.7%	Shares	Sole	2025-02-11
2024-09-30	$660,855	2,041	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.