Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionClark Capital Management Group, Inc.
Latest Disclosed Ownership184,896 shares
Latest Disclosed Value $ 99,477,895
Clark Capital Management Group, Inc. reports 6.44% decrease in ownership of CMI / Cummins Inc.

On May 15, 2026 - Clark Capital Management Group, Inc. filed a 13F-HR form disclosing ownership of 184,896 shares of Cummins Inc. (MX:CMI) valued at $99,477,895 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 197,619 shares of Cummins Inc.. This represents a change in shares of -6.44% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F CUMMINS COM 231021106 184,896 -12,723 -6.44 99,478 -1.38 0.6139
2026-02-17 2025-12-31 13F CUMMINS COM 231021106 197,619 2,461 1.26 100,875 22.38 0.6198
2025-11-14 2025-09-30 13F CUMMINS COM 231021106 195,158 4,646 2.44 82,429 32.11 0.5163
2025-08-14 2025-06-30 13F CUMMINS COM 231021106 190,512 17,564 10.16 62,393 15.10 0.4328
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 172,948 172,195 22,867.86 54,209 20,590.08 0.3886
2025-02-14 2024-12-31 13F CUMMINS COM 231021106 753 753 262 0.0018
2019-11-06 2019-09-30 13F CUMMINS COM 231021106 0 -187,443 -100.00 0 -100.00
2019-07-12 2019-06-30 13F CUMMINS COM 231021106 187,443 5,164 2.83 32,116 11.61 0.6780
2019-05-08 2019-03-31 13F CUMMINS COM 231021106 182,279 -185,277 -50.41 28,776 -41.42 0.6863
2019-02-14 2018-12-31 13F CUMMINS COM 231021106 367,556 65,053 21.50 49,120 11.16 1.3218
2019-05-08 2018-09-30 13F/A-1 CUMMINS COM 231021106 302,503 24,872 8.96 44,187 19.67 1.1190
2018-11-14 2018-09-30 13F CUMMINS COM 231021106 302,570 24,939 44,196
2019-05-08 2018-06-30 13F/A-1 CUMMINS COM 231021106 277,631 66,843 31.71 36,925 8.07 1.0626
2018-08-14 2018-06-30 13F CUMMINS COM 231021106 277,631 66,843 36,925
2019-05-08 2018-03-31 13F/A-1 CUMMINS COM 231021106 210,788 -91,282 -30.22 34,167 -35.97 1.0706
2018-05-15 2018-03-31 13F CUMMINS COM 231021106 210,825 -91,245 34,173
2018-02-14 2017-12-31 13F CUMMINS COM 231021106 302,070 101,144 50.34 53,358 58.04 1.6311
2017-11-14 2017-09-30 13F CUMMINS COM 231021106 200,926 -15,285 -7.07 33,762 -3.74 1.1377
2017-08-14 2017-06-30 13F CUMMINS COM 231021106 216,211 51,545 31.30 35,074 40.87 1.3636
2017-05-11 2017-03-31 13F CUMMINS COM 231021106 164,666 48,805 42.12 24,898 57.24 1.1042
2017-02-08 2016-12-31 13F CUMMINS COM 231021106 115,861 22,280 23.81 15,834 32.04 0.8230
2016-11-14 2016-09-30 13F CUMMINS COM 231021106 93,581 -41,372 -30.66 11,992 -20.97 0.6881
2016-08-15 2016-06-30 13F CUMMINS COM 231021106 134,953 39,215 40.96 15,174 44.17 0.9815
2016-05-16 2016-03-31 13F CUMMINS COM 231021106 95,738 95,738 10,525 0.8149
2015-08-10 2015-06-30 13F CUMMINS COM 231021106 0 -9,660 -100.00 0 -100.00
2015-05-07 2015-03-31 13F CUMMINS COM 231021106 9,660 9,660 1,339 0.1217
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.