INDEPENDENT FINANCIAL GROUP, LLC

Position in CMI — Cummins Inc

CIK 275484 SAN DIEGO, CA

Position in CMI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,342,022

+$1,660,531 QoQ

Shares Held

6,088

+22.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#610

of 2,094 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $29,638,539 across 11 Specialty Industrial Machinery names. CMI ranks #2 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	14,256	$16,748,804
2	CMI	Cummins Inc This page	6,088	$4,342,022
3	ETN	Eaton Corp plc	7,019	$2,990,936
4	EMR	Emerson Electric Co	17,386	$2,488,805
5	DOV	DOVER Corp	5,230	$1,172,984
6	PH	Parker-Hannifin Corp	644	$629,909
7	FLS	Flowserve Corp	4,317	$320,148
8	ITW	Illinois Tool Works Inc	1,153	$311,851

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,342,022	6,088	+22.2%	Shares	Sole	2026-07-15
2026-03-31	$2,681,491	4,984	+9.4%	Shares	Sole	2026-05-15
2025-12-31	$2,325,099	4,555	+21.9%	Shares	Sole	2026-05-15
2025-09-30	$1,578,819	3,738	-2.9%	Shares	Sole	2026-05-15
2025-06-30	$1,260,547	3,849	+5.4%	Shares	Sole	2026-05-15
2025-03-31	$1,144,682	3,652	+9.5%	Shares	Sole	2026-05-19
2024-12-31	$1,162,929	3,336	+14.6%	Shares	Sole	2026-06-12
2024-09-30	$942,228	2,910	+52.7%	Shares	Sole	2026-06-12
2024-06-30	$527,828	1,906	+12.0%	Shares	Sole	2026-06-12
2024-03-31	$501,494	1,702	+21.3%	Shares	Sole	2026-06-12
2023-12-31	$336,116	1,403	0.0%	Shares	Sole	2026-06-12
2023-09-30	$320,529	1,403	-7.2%	Shares	Sole	2026-06-12
2023-06-30	$370,681	1,512	+3.1%	Shares	Sole	2026-06-12
2023-03-31	$350,436	1,467	+3.3%	Shares	Sole	2026-06-12
2022-12-31	$344,051	1,420	0.0%	Shares	Sole	2026-06-15
2022-09-30	$288,984	1,420	+4.3%	Shares	Sole	2026-06-15
2022-06-30	$263,587	1,362	0.0%	Shares	Sole	2026-06-12
2022-03-31	$279,359	1,362	0.0%	Shares	Sole	2026-06-12
2021-12-31	$297,106	1,362	-9.0%	Shares	Sole	2026-06-15
2021-09-30	$336,166	1,497	+10.2%	Shares	Sole	2026-06-15
2021-06-30	$331,093	1,358	-3.3%	Shares	Sole	2026-06-15
2021-03-31	$364,049	1,405	-2.4%	Shares	Sole	2026-06-15
2020-12-31	$326,796	1,439	0.0%	Shares	Sole	2026-06-15
2020-09-30	$303,859	1,439	+1.9%	Shares	Sole	2026-06-15
2020-06-30	$244,643	1,412	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.