ST GERMAIN D J CO INC

Position in CMI — Cummins Inc

CIK 831571 SPRINGFIELD, MA

Position in CMI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$24,385,363

+$4,757,318 QoQ

Shares Held

34,191

-6.3% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

#256

of 2,094 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ST GERMAIN D J CO INC holds $58,971,278 across 17 Specialty Industrial Machinery names. CMI ranks #1 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc This page	34,191	$24,385,363
2	ETN	Eaton Corp plc	29,962	$12,767,407
3	XYL	Xylem Inc.	60,630	$7,167,072
4	AOS	Smith A O Corp	110,841	$6,951,947
5	GEV	GE Vernova Inc.	2,297	$2,698,653
6	EMR	Emerson Electric Co	15,931	$2,280,522
7	ITW	Illinois Tool Works Inc	7,442	$2,012,837
8	OTIS	Otis Worldwide Corp	2,709	$193,964

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,385,363	34,191	-6.3%	Shares	Sole	2026-07-21
2026-03-31	$19,628,045	36,482	-16.9%	Shares	Sole	2026-04-13
2025-12-31	$22,407,223	43,897	-2.7%	Shares	Sole	2026-01-29
2025-09-30	$19,053,533	45,111	-13.6%	Shares	Sole	2025-10-07
2025-06-30	$17,101,722	52,219	-1.7%	Shares	Sole	2025-07-16
2025-03-31	$16,656,828	53,142	-1.8%	Shares	Sole	2025-04-09
2024-12-31	$18,867,277	54,123	-4.6%	Shares	Sole	2025-01-10
2024-09-30	$18,366,663	56,724	-12.0%	Shares	Sole	2024-10-18
2024-06-30	$17,852,292	64,465	-5.0%	Shares	Sole	2024-07-08
2024-03-31	$19,987,288	67,834	-14.2%	Shares	Sole	2024-04-02
2023-12-31	$18,929,623	79,015	+2.5%	Shares	Sole	2024-01-02
2023-09-30	$17,608,554	77,075	-1.2%	Shares	Sole	2023-10-23
2023-06-30	$19,125,176	78,011	-3.2%	Shares	Sole	2023-09-07
2022-12-31	$19,529,300	80,603	+1.6%	Shares	Sole	2023-02-27
2022-09-30	$16,139,157	79,304	0.0%	Shares	Sole	2022-11-21
2022-06-30	$15,347,703	79,304	+0.9%	Shares	Sole	2022-08-15
2022-03-31	$16,120,415	78,594	+1.8%	Shares	Sole	2022-05-12
2021-12-31	$16,835,608	77,178	-3.1%	Shares	Sole	2022-02-11
2021-09-30	$17,883,958	79,640	+0.8%	Shares	Sole	2021-11-03
2021-06-30	$19,255,138	78,976	-2.2%	Shares	Sole	2021-07-28
2021-03-31	$20,918,727	80,733	-2.4%	Shares	Sole	2021-05-13
2020-12-31	$18,792,525	82,750	-3.4%	Shares	Sole	2021-02-04
2020-09-30	$18,094,089	85,689	-2.7%	Shares	Sole	2020-11-10
2020-06-30	$15,254,676	88,045	-2.0%	Shares	Sole	2020-08-13
2020-03-31	$12,155,795	89,830	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.