Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionRichard C. Young & CO., LTD.
Latest Disclosed Ownership39,586 shares
Latest Disclosed Value $ 21,297,965
Richard C. Young & CO., LTD. reports 1.89% increase in ownership of CMI / Cummins Inc.

On May 7, 2026 - Richard C. Young & CO., LTD. filed a 13F-HR form disclosing ownership of 39,586 shares of Cummins Inc. (MX:CMI) valued at $21,297,965 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 38,851 shares of Cummins Inc.. This represents a change in shares of 1.89% 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 39,586 735 1.89 21,298 7.39 1.7642
2026-01-29 2025-12-31 13F Cummins COM 231021106 38,851 775 2.04 19,832 23.31 1.7769
2025-11-12 2025-09-30 13F Cummins COM 231021106 38,076 161 0.42 16,082 29.52 1.4938
2025-08-07 2025-06-30 13F Cummins COM 231021106 37,915 507 1.36 12,417 5.90 1.2268
2025-05-02 2025-03-31 13F Cummins COM 231021106 37,408 -251 -0.67 11,725 -10.68 1.2596
2025-01-28 2024-12-31 13F Cummins COM 231021106 37,659 51 0.14 13,128 7.81 1.4302
2024-11-07 2024-09-30 13F Cummins COM 231021106 37,608 671 1.82 12,177 19.05 1.3300
2024-08-08 2024-06-30 13F Cummins COM 231021106 36,937 462 1.27 10,229 -4.83 1.2435
2024-05-08 2024-03-31 13F Cummins COM 231021106 36,475 110 0.30 10,747 23.37 1.3493
2024-02-12 2023-12-31 13F Cummins COM 231021106 36,365 1,979 5.76 8,712 10.90 1.1678
2023-11-13 2023-09-30 13F Cummins COM 231021106 34,386 717 2.13 7,856 -4.83 1.1185
2023-08-08 2023-06-30 13F Cummins COM 231021106 33,669 1,193 3.67 8,254 6.41 1.1338
2023-05-12 2023-03-31 13F Cummins COM 231021106 32,476 714 2.25 7,758 0.81 1.0683
2023-02-10 2022-12-31 13F Cummins COM 231021106 31,762 449 1.43 7,696 20.74 1.0244
2022-11-10 2022-09-30 13F Cummins COM 231021106 31,313 1,313 4.38 6,373 9.77 0.9747
2022-08-03 2022-06-30 13F Cummins COM 231021106 30,000 2,378 8.61 5,806 2.47 0.7524
2022-05-06 2022-03-31 13F Cummins COM 231021106 27,622 27,622 5,666 0.7237
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.