Sun Financial Inc

Position in CMI — Cummins Inc

CIK 2067342 MIDVALE, UT

Position in CMI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$445,756

+$40,627 QoQ

Shares Held

625

-17.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,422

of 2,094 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sun Financial Inc holds $4,110,760 across 4 Specialty Industrial Machinery names. CMI ranks #3 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,548	$1,818,683
2	ETN	Eaton Corp plc	3,533	$1,505,481
3	CMI	Cummins Inc This page	625	$445,756
4	EMR	Emerson Electric Co	2,381	$340,840

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$445,756	625	-17.0%	Shares	Sole	2026-08-12
2026-03-31	$405,129	753	-3.6%	Shares	Sole	2026-05-15
2025-12-31	$398,661	781	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.