Clearstead Advisors, LLC

Position in CMI — Cummins Inc

CIK 842775 CLEVELAND, OH

Position in CMI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,933,986

+$1,559,525 QoQ

Shares Held

6,918

+10.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#577

of 2,094 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Clearstead Advisors, LLC holds $101,910,541 across 50 Specialty Industrial Machinery names. CMI ranks #5 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	94,532	$40,281,975
2	PH	Parker-Hannifin Corp	21,073	$20,611,922
3	GEV	GE Vernova Inc.	13,050	$15,331,923
4	EMR	Emerson Electric Co	50,833	$7,276,743
5	CMI	Cummins Inc This page	6,918	$4,933,986
6	NDSN	Nordson Corp	10,553	$3,183,734
7	ITW	Illinois Tool Works Inc	11,244	$3,041,164
8	ROK	Rockwell Automation, Inc	3,938	$1,949,625

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,933,986	6,918	+10.3%	Shares	Sole	2026-08-06
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	2023-11-07
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.