Clearstead Advisors, LLC

Position in CMI — Cummins Inc

CIK 842775 CLEVELAND, OH

Position in CMI

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$3,374,461

+$51,432 QoQ

Shares Held

6,272

-3.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.4464285714285714.ToString("F0")% Shared 0.ToString("F0")% None 99.55357142857143.ToString("F0")%

Industrials · as of Mar 31, 2026

Clearstead Advisors, LLC holds $82,346,745 across 36 Specialty Industrial Machinery names. CMI ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	92,720	$33,163,162
2	PH	Parker-Hannifin Corp	20,188	$18,073,105
3	GEV	GE Vernova Inc.	9,461	$8,258,506
4	EMR	Emerson Electric Co	60,730	$7,956,844
5	CMI	Cummins Inc This page	6,272	$3,374,461
6	ITW	Illinois Tool Works Inc	12,212	$3,178,661
7	NDSN	Nordson Corp	10,313	$2,743,876
8	AME	Ametek Inc/	6,145	$1,317,242

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,374,461	6,272	-3.7%	Shares	Sole	2026-05-06
2025-12-31	$3,323,029	6,510	-6.9%	Shares	Sole	2026-02-09
2025-09-30	$2,951,943	6,989	+5.5%	Shares	Sole	2025-11-10
2025-06-30	$2,169,032	6,623	+4.6%	Shares	Sole	2025-08-08
2025-03-31	$1,984,702	6,332	+5.7%	Shares	Sole	2025-05-13
2024-12-31	$2,087,416	5,988	-1.5%	Shares	Sole	2025-02-10
2024-09-30	$1,968,966	6,081	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$1,682,072	6,074	-0.3%	Shares	Sole	2024-08-12
2024-03-31	$1,795,891	6,095	-2.3%	Shares	Sole	2024-05-14
2023-12-31	$1,494,437	6,238	+0.7%	Shares	Sole	2024-02-12
2023-09-30	$1,414,624	6,192	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,518,030	6,192	+2.9%	Shares	Sole	2023-08-07
2023-03-31	$1,437,818	6,019	+8.2%	Shares	Sole	2023-05-09
2022-12-31	$1,348,343	5,565	+6.1%	Shares	Sole	2023-02-14
2022-09-30	$1,067,613	5,246	+1.4%	Shares	Sole	2022-11-15
2022-06-30	$1,001,324	5,174	-4.6%	Shares	Sole	2022-08-12
2022-03-31	$1,112,106	5,422	+7.1%	Shares	Sole	2022-05-04
2021-12-31	$1,104,224	5,062	-0.3%	Shares	Sole	2022-02-14
2021-09-30	$1,140,540	5,079	-1.8%	Shares	Sole	2021-11-12
2021-06-30	$1,260,985	5,172	+2.2%	Shares	Sole	2021-08-12
2021-03-31	$1,311,614	5,062	0.0%	Shares	Sole	2021-05-14
2020-12-31	$1,149,580	5,062	+5.5%	Shares	Sole	2021-02-11
2020-09-30	$1,012,934	4,797	0.0%	Shares	Sole	2020-11-12
2020-06-30	$831,128	4,797	+360.4%	Shares	Sole	2020-08-11
2020-03-31	$141,003	1,042	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.