Position in CMI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$538,473
+$132,268 QoQ
Shares Held
755
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,341
of 2,094 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Providence Financial Advisors, LLC holds $538,473 across 1 Specialty Industrial Machinery name. CMI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
755 | $538,473 |
All Filings in CMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,473 | 755 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $406,205 | 755 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $381,306 | 747 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $315,510 | 747 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||