Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionTwin Capital Management Inc
Latest Disclosed Ownership854 shares
Latest Disclosed Value $ 459,469
Twin Capital Management Inc ownership in CMI / Cummins Inc.

On May 5, 2026 - Twin Capital Management Inc filed a 13F-HR form disclosing ownership of 854 shares of Cummins Inc. (MX:CMI) valued at $459,469 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 854 shares of Cummins Inc.. This represents a change in shares of 0.00% 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)
2026-05-05 2026-03-31 13F CUMMINS COM 231021106 854 0 0.00 459 5.52 0.0592
2026-02-06 2025-12-31 13F CUMMINS COM 231021106 854 -78 -8.37 436 10.69 0.0541
2025-11-05 2025-09-30 13F CUMMINS COM 231021106 932 0 0.00 394 28.85 0.0496
2025-08-06 2025-06-30 13F CUMMINS COM 231021106 932 -52 -5.28 305 -0.97 0.0324
2025-05-05 2025-03-31 13F CUMMINS COM 231021106 984 -26 -2.57 308 -12.50 0.0360
2025-02-13 2024-12-31 13F CUMMINS COM 231021106 1,010 -24 -2.32 352 5.39 0.0386
2024-11-12 2024-09-30 13F CUMMINS COM 231021106 1,034 -23 -2.18 335 14.38 0.0378
2024-08-14 2024-06-30 13F CUMMINS COM 231021106 1,057 1,057 293 0.0345
2022-02-07 2021-12-31 13F CUMMINS COM 231021106 0 -4,915 -100.00 0 -100.00
2021-10-29 2021-09-30 13F CUMMINS COM 231021106 4,915 -3,460 -41.31 1,104 -45.94 0.1131
2021-08-09 2021-06-30 13F CUMMINS COM 231021106 8,375 -395 -4.50 2,042 -10.12 0.1882
2021-05-06 2021-03-31 13F CUMMINS COM 231021106 8,770 -2,000 -18.57 2,272 -7.11 0.2262
2021-02-11 2020-12-31 13F CUMMINS COM 231021106 10,770 -269 -2.44 2,446 4.93 0.2224
2020-11-05 2020-09-30 13F CUMMINS COM 231021106 11,039 -420 -3.67 2,331 17.43 0.2110
2020-08-04 2020-06-30 13F CUMMINS COM 231021106 11,459 -241 -2.06 1,985 25.39 0.1911
2020-04-29 2020-03-31 13F CUMMINS COM 231021106 11,700 -70 -0.59 1,583 -24.83 0.1717
2020-01-29 2019-12-31 13F CUMMINS COM 231021106 11,770 -30 -0.25 2,106 9.69 0.1781
2019-10-28 2019-09-30 13F CUMMINS COM 231021106 11,800 1,090 10.18 1,920 4.63 0.1390
2019-08-01 2019-06-30 13F CUMMINS COM 231021106 10,710 -11,400 -51.56 1,835 -47.44 0.1277
2019-05-03 2019-03-31 13F CUMMINS COM 231021106 22,110 330 1.52 3,491 19.92 0.1720
2019-02-04 2018-12-31 13F CUMMINS COM 231021106 21,780 -5,483 -20.11 2,911 -26.90 0.1641
2018-11-07 2018-09-30 13F CUMMINS COM 231021106 27,263 -1,179 -4.15 3,982 5.26 0.1829
2018-08-13 2018-06-30 13F CUMMINS COM 231021106 28,442 6,082 27.20 3,783 4.39 0.1900
2018-05-01 2018-03-31 13F CUMMINS COM 231021106 22,360 -200 -0.89 3,624 -9.06 0.1871
2018-01-29 2017-12-31 13F CUMMINS COM 231021106 22,560 -20 -0.09 3,985 5.03 0.1957
2017-11-09 2017-09-30 13F CUMMINS COM 231021106 22,580 -200 -0.88 3,794 2.68 0.1991
2017-08-07 2017-06-30 13F CUMMINS COM 231021106 22,780 6,830 42.82 3,695 53.19 0.2178
2017-05-08 2017-03-31 13F CUMMINS COM 231021106 15,950 120 0.76 2,412 11.51 0.1493
2017-02-07 2016-12-31 13F CUMMINS COM 231021106 15,830 10 0.06 2,163 6.71 0.1392
2016-11-14 2016-09-30 13F CUMMINS COM 231021106 15,820 15,820 0.00 2,027 0.1357
2016-05-11 2016-03-31 13F CUMMINS COM 231021106 0 -21,730 -100.00 0 -100.00
2016-02-09 2015-12-31 13F CUMMINS COM 231021106 21,730 -7,640 -26.01 1,912 -40.04 0.1568
2015-11-12 2015-09-30 13F CUMMINS COM 231021106 29,370 4,220 16.78 3,189 -3.33 0.3024
2015-07-30 2015-06-30 13F CUMMINS INC USD2. COM 231021106 25,150 200 0.80 3,299 -4.63 0.2956
2015-05-12 2015-03-31 13F CUMMINS INC USD2. COM 231021106 24,950 3,900 18.53 3,459 13.97 0.3031
2015-02-09 2014-12-31 13F CUMMINS INC USD2. COM 231021106 21,050 580 2.83 3,035 12.32 0.2896
2014-11-10 2014-09-30 13F CUMMINS INC USD2. COM 231021106 20,470 3,440 20.20 2,702 2.82 0.2738
2014-07-29 2014-06-30 13F CUMMINS INC USD2. COM 231021106 17,030 17,030 2,628 16.80 0.2643
2014-05-13 2014-03-31 13F CUMMINS INC USD2. COM 231021106 0 -14,060 -100.00 2,250 13.52 0.2372
2014-02-07 2013-12-31 13F CUMMINS INC USD2. COM 231021106 14,060 -680 -4.61 1,982 1.17 0.2120
2013-11-06 2013-09-30 13F CUMMINS INC USD2. COM 231021106 14,740 14,740 1,959 0.2094
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.