Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionSilver Lake Advisory, LLC
Latest Disclosed Ownership1,254 shares
Latest Disclosed Value $ 674,590
Silver Lake Advisory, LLC reports 2.37% increase in ownership of CMI / Cummins Inc.

On April 27, 2026 - Silver Lake Advisory, LLC filed a 13F-HR form disclosing ownership of 1,254 shares of Cummins Inc. (MX:CMI) valued at $674,590 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 1,225 shares of Cummins Inc.. This represents a change in shares of 2.37% 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)
2026-04-27 2026-03-31 13F CUMMINS COM 231021106 1,254 29 2.37 675 7.84 0.2677
2026-01-09 2025-12-31 13F CUMMINS COM 231021106 1,225 -11 -0.89 625 19.73 0.2426
2025-10-15 2025-09-30 13F CUMMINS COM 231021106 1,236 5 0.41 522 29.53 0.2080
2025-07-22 2025-06-30 13F CUMMINS COM 231021106 1,231 -96 -7.23 403 -2.89 0.1717
2025-04-23 2025-03-31 13F CUMMINS COM 231021106 1,327 6 0.45 416 -9.78 0.1814
2025-01-21 2024-12-31 13F CUMMINS COM 231021106 1,321 -192 -12.69 461 -5.93 0.2025
2024-11-12 2024-09-30 13F CUMMINS COM 231021106 1,513 -115 -7.06 490 8.67 0.2008
2024-08-15 2024-06-30 13F/A-1 CUMMINS COM 231021106 1,628 132 8.82 451 2.27 0.2032
2024-04-23 2024-03-31 13F CUMMINS COM 231021106 1,496 1,496 441 0.1965
2023-10-25 2023-09-30 13F CUMMINS COM 231021106 0 -1,681 -100.00 0 -100.00
2023-07-24 2023-06-30 13F CUMMINS COM 231021106 1,681 10 0.60 412 3.26 0.2203
2023-04-25 2023-03-31 13F CUMMINS COM 231021106 1,671 1,671 399 0.2216
2023-01-30 2022-12-31 13F CUMMINS COM 231021106 0 -1,987 -100.00 0 -100.00
2022-10-20 2022-09-30 13F CUMMINS COM 231021106 1,987 12 0.61 404 5.76 0.2364
2022-07-28 2022-06-30 13F/A-1 CUMMINS COM 231021106 1,975 -59 -2.90 382 -8.39 0.2084
2022-07-27 2022-06-30 13F CUMMINS COM 231021106 2,034 0 417 0.1980
2022-05-02 2022-03-31 13F CUMMINS COM 231021106 2,034 -35 -1.69 417 -7.54 0.1980
2022-01-13 2021-12-31 13F CUMMINS COM 231021106 2,069 11 0.53 451 -2.38 0.2087
2021-10-28 2021-09-30 13F CUMMINS COM 231021106 2,058 -15,226 -88.09 462 -88.53 0.2275
2021-08-04 2021-06-30 13F CUMMINS COM 231021106 17,284 22 0.13 4,028 -9.95 1.9280
2021-04-27 2021-03-31 13F CUMMINS COM 231021106 17,262 72 0.42 4,473 14.57 2.2768
2021-02-04 2020-12-31 13F/A-1 CUMMINS COM 231021106 17,190 17 0.10 3,904 7.67 2.1374
2021-02-03 2020-12-31 13F CUMMINS COM 231021106 227 -16,946 3,904 2,137,374.4895
2020-11-04 2020-09-30 13F CUMMINS COM 231021106 17,173 -947 -5.23 3,626 15.48 2.2312
2020-07-28 2020-06-30 13F CUMMINS COM 231021106 18,120 111 0.62 3,140 28.85 2.0090
2020-04-22 2020-03-31 13F/A-2 CUMMINS COM 231021106 18,009 1,657 10.13 2,437 -16.71 1.7902
2020-04-21 2020-03-31 13F/A-1 CUMMINS COM 231021106 32,107 14,098 2,494 1.8418
2020-04-20 2020-03-31 13F CUMMINS COM 231021106 16,352 0 2,926 1,765,298.5502
2020-02-14 2019-12-31 13F CUMMINS COM 231021106 16,352 2,392 17.13 2,926 28.84 1.7653
2019-10-21 2019-09-30 13F CUMMINS COM 231021106 13,960 181 1.31 2,271 -3.81 1.4668
2019-08-01 2019-06-30 13F CUMMINS COM 231021106 13,779 143 1.05 2,361 9.66 1.5628
2019-04-18 2019-03-31 13F/A-1 CUMMINS COM 231021106 13,636 738 5.72 2,153 24.88 1.4519
2019-04-17 2019-03-31 13F CUMMINS COM 231021106 2,152,730 2,139,832 2,153
2019-02-05 2018-12-31 13F CUMMINS COM 231021106 12,898 2,566 24.84 1,724 14.25 1.2802
2018-10-16 2018-09-30 13F/A-1 CUMMINS COM 231021106 10,332 10,332 1,509 0.9174
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.