Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionSara-Bay Financial
Latest Disclosed Ownership6,037 shares
Latest Disclosed Value $ 3,248,027
Sara-Bay Financial reports 1.89% decrease in ownership of CMI / Cummins Inc.

On April 17, 2026 - Sara-Bay Financial filed a 13F-HR form disclosing ownership of 6,037 shares of Cummins Inc. (MX:CMI) valued at $3,248,027 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 6,153 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)
2026-04-17 2026-03-31 13F CUMMINS Com 231021106 6,037 -116 -1.89 3,248 2.78 0.9768
2026-01-20 2025-12-31 13F CUMMINS Com 231021106 6,153 291 4.96 3,160 27.68 0.9451
2025-10-10 2025-09-30 13F CUMMINS Com 231021106 5,862 -17 -0.29 2,476 28.57 0.6921
2025-07-15 2025-06-30 13F CUMMINS Com 231021106 5,879 612 11.62 1,925 16.45 0.6890
2025-04-11 2025-03-31 13F CUMMINS Com 231021106 5,267 746 16.50 1,654 4.95 0.7294
2025-01-15 2024-12-31 13F CUMMINS Com 231021106 4,521 143 3.27 1,575 11.15 0.5838
2024-10-07 2024-09-30 13F CUMMINS Com 231021106 4,378 4,378 1,418 0.5133
2024-07-19 2024-06-30 13F CUMMINS Com 231021106 0 -3,987 -100.00 0 -100.00
2024-04-16 2024-03-31 13F CUMMINS Com 231021106 3,987 59 1.50 1,174 24.76 0.5267
2024-01-12 2023-12-31 13F CUMMINS Com 231021106 3,928 3,928 941 0.4589
2023-10-13 2023-09-30 13F CUMMINS Com 231021106 0 -3,127 -100.00 0 -100.00
2023-07-14 2023-06-30 13F CUMMINS Com 231021106 3,127 240 8.31 767 11.18 0.3728
2023-04-14 2023-03-31 13F CUMMINS Com 231021106 2,887 -83 -2.79 690 -4.31 0.3511
2023-01-11 2022-12-31 13F CUMMINS Com 231021106 2,970 82 2.84 720 22.45 0.4051
2022-10-18 2022-09-30 13F CUMMINS Com 231021106 2,888 8 0.28 588 5.76 0.3272
2022-08-26 2022-06-30 13F/A-1 CUMMINS Com 231021106 2,880 82 2.93 556 -3.14 0.2700
2022-07-12 2022-06-30 13F CUMMINS Com 231021106 2,880 82 556 0.2700
2022-04-12 2022-03-31 13F CUMMINS Com 231021106 2,798 0 0.00 574 -5.90 0.2275
2022-01-14 2021-12-31 13F CUMMINS Com 231021106 2,798 -17 -0.60 610 -3.48 0.1832
2021-10-08 2021-09-30 13F CUMMINS Com 231021106 2,815 0 0.00 632 -8.01 0.2473
2021-07-16 2021-06-30 13F CUMMINS Com 231021106 2,815 399 16.51 687 9.74 0.2589
2021-04-14 2021-03-31 13F CUMMINS COM 231021106 2,416 88 3.78 626 18.34 0.2553
2021-01-15 2020-12-31 13F CUMMINS Com 231021106 2,328 14 0.61 529 8.18 0.2388
2020-10-07 2020-09-30 13F CUMMINS Common 231021106 2,314 48 2.12 489 24.74 0.2657
2020-07-21 2020-06-30 13F CUMMINS COMMON 231021106 2,266 2,266 392 0.2252
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.