Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionFirst Affirmative Financial Network
Latest Disclosed Ownership1,013 shares
Latest Disclosed Value $ 545,139
First Affirmative Financial Network reports 43.69% increase in ownership of CMI / Cummins Inc.

On May 11, 2026 - First Affirmative Financial Network filed a 13F-HR/A form disclosing ownership of 1,013 shares of Cummins Inc. (MX:CMI) valued at $545,139 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 20, 2025 disclosing 705 shares of Cummins Inc.. This represents a change in shares of 43.69% 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)
2026-05-11 2026-03-31 13F/A-1 CUMMINS COM 231021106 1,013 308 43.69 545 83.50 0.2115
2026-05-08 2026-03-31 13F CUMMINS COM 231021106 705 0 298 0.1401
2025-11-20 2025-09-30 13F CUMMINS COM 231021106 705 94 15.38 298 48.50 0.1401
2025-11-20 2025-06-30 13F CUMMINS COM 231021106 611 -55 -8.26 200 -3.85 0.1028
2025-04-11 2025-03-31 13F CUMMINS COM 231021106 666 -129 -16.23 209 -24.91 0.1278
2025-01-23 2024-12-31 13F CUMMINS COM 231021106 795 -141 -15.06 277 -8.28 0.1600
2024-10-10 2024-09-30 13F CUMMINS COM 231021106 936 -240 -20.41 303 -7.08 0.1658
2024-07-10 2024-06-30 13F CUMMINS COM 231021106 1,176 -9 -0.76 326 -6.88 0.2259
2024-04-11 2024-03-31 13F CUMMINS COM 231021106 1,185 8 0.68 349 23.76 0.2573
2024-01-08 2023-12-31 13F CUMMINS COM 231021106 1,177 72 6.52 282 11.90 0.2252
2023-10-16 2023-09-30 13F CUMMINS COM 231021106 1,105 78 7.59 252 0.40 0.2470
2023-07-10 2023-06-30 13F CUMMINS COM 231021106 1,027 1,027 252 0.2514
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.