Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionEmpowered Funds, LLC
Latest Disclosed Ownership36,327 shares
Latest Disclosed Value $ 19,544,653
Empowered Funds, LLC reports 57.36% increase in ownership of CMI / Cummins Inc.

On May 15, 2026 - Empowered Funds, LLC filed a 13F-HR form disclosing ownership of 36,327 shares of Cummins Inc. (MX:CMI) valued at $19,544,653 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 23,086 shares of Cummins Inc.. This represents a change in shares of 57.36% 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 36,327 13,241 57.36 19,545 65.85 0.1247
2026-02-11 2025-12-31 13F CUMMINS COM 231021106 23,086 3,927 20.50 11,784 45.63 0.0938
2025-11-13 2025-09-30 13F CUMMINS COM 231021106 19,159 -29,063 -60.27 8,092 -48.76 0.0817
2025-08-11 2025-06-30 13F CUMMINS COM 231021106 48,222 27,099 128.29 15,793 138.55 0.1788
2025-05-16 2025-03-31 13F CUMMINS COM 231021106 21,123 -4,213 -16.63 6,621 -25.05 0.0942
2025-01-28 2024-12-31 13F CUMMINS COM 231021106 25,336 719 2.92 8,832 10.82 0.1291
2024-11-06 2024-09-30 13F CUMMINS COM 231021106 24,617 3,265 15.29 7,971 34.79 0.1253
2024-07-30 2024-06-30 13F CUMMINS COM 231021106 21,352 4,483 26.58 5,913 18.97 0.1023
2024-05-07 2024-03-31 13F/A-1 CUMMINS COM 231021106 16,869 4,454 35.88 4,970 67.11 0.0897
2024-05-06 2024-03-31 13F CUMMINS COM 231021106 16,869 4,454 4,970 0.0429
2024-02-14 2023-12-31 13F CUMMINS COM 231021106 12,415 10,014 417.08 2,974 442.70 0.0747
2023-11-01 2023-09-30 13F CUMMINS COM 231021106 2,401 578 31.71 549 22.87 0.0162
2023-07-27 2023-06-30 13F CUMMINS COM 231021106 1,823 741 68.48 447 72.87 0.0157
2023-04-05 2023-03-31 13F CUMMINS COM 231021106 1,082 1,082 258 0.0152
2020-07-16 2020-06-30 13F CUMMINS COM 231021106 0 -14,047 -100.00 0 -100.00
2020-07-16 2020-03-31 13F/A-1 CUMMINS COM 231021106 14,047 0 0.00 2,514 0.00 0.9100
2020-04-16 2020-03-31 13F CUMMINS COM 231021106 13,502 -545 1,827 1,053,772.9918
2020-07-16 2019-12-31 13F/A-1 CUMMINS COM 231021106 14,047 -569 -3.89 2,514 5.72 0.9100
2020-01-27 2019-12-31 13F CUMMINS COM 231021106 14,047 -569 2,514 1,030,002.8270
2019-11-01 2019-09-30 13F CUMMINS COM 231021106 14,616 722 5.20 2,378 -0.13 1.0351
2019-07-09 2019-06-30 13F CUMMINS COM 231021106 13,894 -2,462 -15.05 2,381 -7.78 0.9951
2019-05-10 2019-03-31 13F CUMMINS COM 231021106 16,356 205 1.27 2,582 19.65 0.9231
2019-01-22 2018-12-31 13F CUMMINS COM 231021106 16,151 -6,748 -29.47 2,158 -35.98 0.9131
2018-10-18 2018-09-30 13F CUMMINS COM 231021106 22,899 1,329 6.16 3,371 17.29 0.9979
2018-07-09 2018-06-30 13F CUMMINS COM 231021106 21,570 21,570 2,874 0.9067
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.