CALTON & ASSOCIATES, INC.

Position in CMI — Cummins Inc

CIK 822648 Tampa, FL

Position in CMI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,033,441

+$136,562 QoQ

Shares Held

1,449

-13.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,047

of 2,094 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $3,110,604 across 4 Specialty Industrial Machinery names. CMI ranks #1 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc This page	1,449	$1,033,441
2	GEV	GE Vernova Inc.	825	$969,259
3	GNRC	Generac Holdings Inc.	2,561	$749,886
4	EMR	Emerson Electric Co	2,501	$358,018

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,033,441	1,449	-13.1%	Shares	Sole	2026-08-10
2026-03-31	$896,879	1,667	+0.5%	Shares	Sole	2026-05-13
2025-12-31	$846,836	1,659	+0.9%	Shares	Sole	2026-02-10
2025-09-30	$694,376	1,644	+0.6%	Shares	Sole	2025-11-07
2025-06-30	$535,135	1,634	+2.3%	Shares	Sole	2025-08-12
2024-12-31	$557,062	1,598	0.0%	Shares	Sole	2025-01-23
2024-06-30	$442,534	1,598	0.0%	Shares	Sole	2024-07-19
2024-03-31	$470,850	1,598	0.0%	Shares	Sole	2024-04-16
2023-12-31	$382,832	1,598	+3.0%	Shares	Sole	2024-02-07
2023-06-30	$380,243	1,551	0.0%	Shares	Sole	2023-07-24
2023-03-31	$370,502	1,551	-5.3%	Shares	Sole	2023-04-19
2022-12-31	$396,871	1,638	0.0%	Shares	Sole	2023-01-18
2022-09-30	$333,349	1,638	-6.3%	Shares	Sole	2022-10-31
2022-06-30	$338,483	1,749	-1.6%	Shares	Sole	2022-07-12
2021-12-31	$387,634	1,777	-4.0%	Shares	Sole	2022-01-13
2021-09-30	$415,660	1,851	-2.0%	Shares	Sole	2021-11-05
2021-06-30	$460,557	1,889	-2.2%	Shares	Sole	2021-08-11
2021-03-31	$500,341	1,931	+0.8%	Shares	Sole	2021-05-03
2020-12-31	$435,123	1,916	+4.8%	Shares	Sole	2021-01-25
2020-09-30	$386,211	1,829	0.0%	Shares	Sole	2020-10-30
2020-06-30	$316,892	1,829	+11.7%	Shares	Sole	2020-08-10
2020-03-31	$221,654	1,638	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.