Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership6,132 shares
Latest Disclosed Value $ 3,130,330
Global Retirement Partners, LLC reports 18.06% increase in ownership of CMI / Cummins Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 6,132 shares of Cummins Inc. (MX:CMI) valued at $3,130,330 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 5,194 shares of Cummins Inc.. This represents a change in shares of 18.06% 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)
2026-02-06 2025-12-31 13F CUMMINS COM 231021106 6,132 938 18.06 3,130 42.73 0.0555
2025-10-21 2025-09-30 13F CUMMINS COM 231021106 5,194 464 9.81 2,194 41.58 0.0491
2025-08-12 2025-06-30 13F CUMMINS COM 231021106 4,730 -883 -15.73 1,549 -20.81 0.0384
2025-01-31 2024-12-31 13F CUMMINS COM 231021106 5,613 2,520 81.47 1,957 95.40 0.0561
2024-10-16 2024-09-30 13F CUMMINS COM 231021106 3,093 209 7.25 1,001 25.44 0.0303
2024-07-23 2024-06-30 13F CUMMINS COM 231021106 2,884 175 6.46 799 0.00 0.0250
2024-04-23 2024-03-31 13F CUMMINS COM 231021106 2,709 -102 -3.63 798 20.91 0.0298
2024-01-18 2023-12-31 13F CUMMINS COM 231021106 2,811 1,030 57.83 660 62.96 0.0276
2023-10-13 2023-09-30 13F CUMMINS COM 231021106 1,781 -30 -1.66 405 -8.58 0.0204
2023-07-20 2023-06-30 13F CUMMINS COM 231021106 1,811 455 33.55 444 45.72 0.0217
2023-05-08 2023-03-31 13F CUMMINS COM 231021106 1,356 -112 -7.63 304 -14.37 0.0162
2023-02-13 2022-12-31 13F CUMMINS COM 231021106 1,468 57 4.04 356 2.90 0.0244
2022-11-03 2022-09-30 13F CUMMINS COM 231021106 1,411 -54 -3.69 345 21.48 0.0261
2022-07-15 2022-06-30 13F CUMMINS COM 231021106 1,465 112 8.28 284 6.77 0.0228
2022-07-14 2022-03-31 13F CUMMINS COM 231021106 1,353 1,353 266 0.0209
2022-01-21 2021-12-31 13F CUMMINS COM 231021106 0 -1,083 -100.00 0 -100.00
2021-10-22 2021-09-30 13F CUMMINS COM 231021106 1,083 -90 -7.67 243 -15.03 0.0240
2021-07-15 2021-06-30 13F CUMMINS COM 231021106 1,173 5 0.43 286 -5.61 0.0293
2021-04-14 2021-03-31 13F CUMMINS COM 231021106 1,168 104 9.77 303 25.21 0.0355
2021-01-13 2020-12-31 13F CUMMINS COM 231021106 1,064 552 107.81 242 124.07 0.0303
2020-10-09 2020-09-30 13F CUMMINS COM 231021106 512 -147 -22.31 108 -5.26 0.0158
2020-07-13 2020-06-30 13F CUMMINS COM 231021106 659 4 0.61 114 28.09 0.0182
2020-04-28 2020-03-31 13F CUMMINS COM 231021106 655 4 0.61 89 -23.93 0.0168
2020-01-23 2019-12-31 13F CUMMINS COM 231021106 651 3 0.46 117 11.43 0.0179
2019-11-19 2019-09-30 13F CUMMINS COM 231021106 648 -39 -5.68 105 -11.02 0.0173
2019-11-19 2019-06-30 13F CUMMINS COM 231021106 687 619 910.29 118 972.73 0.0226
2019-05-07 2019-03-31 13F CUMMINS COM 231021106 68 0 0.00 11 22.22 0.0027
2019-02-22 2018-12-31 13F CUMMINS COM 231021106 68 -700 -91.15 9 -91.96 0.0023
2018-10-17 2018-09-30 13F CUMMINS COM 231021106 768 -800 -51.02 112 -46.41 0.0253
2018-08-13 2018-06-30 13F CUMMINS COM 231021106 1,568 0 0.00 209 -17.72 0.0528
2018-08-10 2018-03-31 13F CUMMINS COM 231021106 1,568 1,514 2,803.70 254 2,440.00 0.0700
2018-08-13 2017-12-31 13F CUMMINS COM 231021106 54 0 0.00 10 11.11 0.0027
2018-08-10 2017-09-30 13F CUMMINS COM 231021106 54 0 0.00 9 0.00 0.0037
2018-08-10 2017-06-30 13F CUMMINS COM 231021106 54 29 116.00 9 125.00 0.0042
2018-08-10 2017-03-31 13F CUMMINS COM 231021106 25 0 0.00 4 33.33 0.0022
2018-08-10 2016-12-31 13F CUMMINS COM 231021106 25 25 3 0.0020
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.