Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionMONECO Advisors, LLC
Latest Disclosed Ownership2,008 shares
Latest Disclosed Value $ 1,080,575
MONECO Advisors, LLC reports 6.75% increase in ownership of CMI / Cummins Inc.

On May 7, 2026 - MONECO Advisors, LLC filed a 13F-HR form disclosing ownership of 2,008 shares of Cummins Inc. (MX:CMI) valued at $1,080,575 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 1,881 shares of Cummins Inc.. This represents a change in shares of 6.75% 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)
2026-05-07 2026-03-31 13F CUMMINS COM 231021106 2,008 127 6.75 1,081 12.50 0.0838
2026-02-04 2025-12-31 13F CUMMINS COM 231021106 1,881 22 1.18 960 22.29 0.0762
2025-11-05 2025-09-30 13F CUMMINS COM 231021106 1,859 -6 -0.32 785 28.69 0.0655
2025-08-13 2025-06-30 13F CUMMINS COM 231021106 1,865 44 2.42 611 7.02 0.0568
2025-08-15 2025-03-31 13F/A-1 CUMMINS COM 231021106 1,821 5 0.28 571 -9.95 0.0591
2025-05-08 2025-03-31 13F CUMMINS COM 231021106 1,821 5 571 0.0587
2025-08-15 2024-12-31 13F/A-1 CUMMINS COM 231021106 1,816 39 2.19 633 10.09 0.0668
2025-02-04 2024-12-31 13F CUMMINS COM 231021106 1,816 39 633 0.0667
2024-10-25 2024-09-30 13F CUMMINS COM 231021106 1,777 -301 -14.49 575 0.00 0.0716
2024-07-19 2024-06-30 13F CUMMINS COM 231021106 2,078 -6,537 -75.88 575 -77.34 0.0846
2024-07-19 2024-03-31 13F/A-1 CUMMINS COM 231021106 8,615 6,437 295.55 2,538 387.14 0.4029
2024-04-25 2024-03-31 13F CUMMINS COM 231021106 8,615 6,437 2,538 0.4110
2024-03-13 2023-12-31 13F/A-1 CUMMINS COM 231021106 2,178 -147 -6.32 522 -1.88 0.0994
2024-02-05 2023-12-31 13F CUMMINS COM 231021106 2,177 3 521 0.0993
2024-03-13 2023-09-30 13F/A-1 CUMMINS COM 231021106 2,325 131 5.97 531 -1.12 0.1441
2023-11-06 2023-09-30 13F CUMMINS COM 231021106 2,174 -20 497 0.1383
2024-03-13 2023-06-30 13F/A-1 CUMMINS COM 231021106 2,194 3 0.14 538 2.68 0.1464
2023-08-03 2023-06-30 13F CUMMINS COM 231021106 2,194 3 538 0.1477
2023-05-12 2023-03-31 13F CUMMINS COM 231021106 2,191 41 1.91 523 0.58 0.1540
2023-01-30 2022-12-31 13F CUMMINS COM 231021106 2,150 4 0.19 521 18.99 0.1882
2022-11-02 2022-09-30 13F CUMMINS COM 231021106 2,146 85 4.12 437 9.52 0.1749
2022-08-10 2022-06-30 13F CUMMINS COM 231021106 2,061 -297 -12.60 399 -17.56 0.1549
2022-05-09 2022-03-31 13F CUMMINS COM 231021106 2,358 -293 -11.05 484 -19.73 0.1778
2022-02-08 2021-12-31 13F CUMMINS COM 231021106 2,651 -157 -5.59 603 -4.44 0.2266
2021-11-03 2021-09-30 13F CUMMINS COM 231021106 2,808 249 9.73 631 1.12 0.2489
2021-08-10 2021-06-30 13F CUMMINS COM 231021106 2,559 50 1.99 624 -4.00 0.2872
2021-05-17 2021-03-31 13F CUMMINS COM 231021106 2,509 4 0.16 650 7.79 0.3159
2021-01-22 2020-12-31 13F CUMMINS COM 231021106 2,505 679 37.19 603 56.22 0.3328
2020-10-20 2020-09-30 13F CUMMINS COM 231021106 1,826 21 1.16 386 23.32 0.2460
2020-07-31 2020-06-30 13F CUMMINS COM 231021106 1,805 25 1.40 313 29.88 0.2451
2020-05-11 2020-03-31 13F CUMMINS COM 231021106 1,780 62 3.61 241 -19.40 0.2466
2020-01-21 2019-12-31 13F CUMMINS COM 231021106 1,718 12 0.70 299 7.94 0.2127
2019-10-31 2019-09-30 13F CUMMINS COM 231021106 1,706 1,706 277 0.2153
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.