Larry Mathis Financial Planning, LLC

Position in CMI — Cummins Inc

CIK 2118274 PHOENIX, AZ

Position in CMI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$465,726

+$43,381 QoQ

Shares Held

653

-16.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#1,404

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

Larry Mathis Financial Planning, LLC holds $1,577,080 across 4 Specialty Industrial Machinery names. CMI ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	3,383	$484,276
2	CMI	Cummins Inc This page	653	$465,726
3	AME	Ametek Inc/	1,730	$418,556
4	XYL	Xylem Inc.	1,764	$208,522

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$465,726	653	-16.8%	Shares	Sole	2026-07-27
2026-03-31	$422,345	785	-3.2%	Shares	Sole	2026-04-22
2025-12-31	$413,974	811	—	Shares	Sole	2026-03-11
No filing history on record for this holder in this stock.