Cummins Inc.
US ˙ NYSE ˙ US2310211063

SecurityCMI / Cummins Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership3,568 shares
Latest Disclosed Value $ 1,919,655
IFP Advisors, Inc reports 0.90% increase in ownership of CMI / Cummins Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 3,568 shares of Cummins Inc. (US:CMI) valued at $1,919,655 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,536 shares of Cummins Inc.. This represents a change in shares of 0.90% during the quarter. The current value of the position is $2,434,553 USD.

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)
2026-04-13 2026-03-31 13F CUMMINS cs 231021106 3,568 32 0.90 1,920 6.37 0.0398
2026-02-06 2025-12-31 13F CUMMINS cs 231021106 3,536 0 0.00 1,805 20.83 0.0405
2026-02-06 2025-09-30 13F/A-1 CUMMINS cs 231021106 3,536 25 0.71 1,494 28.93 0.0388
2025-12-02 2025-09-30 13F CUMMINS cs 231021106 3,528 17 1,501 0.0387
2025-07-24 2025-06-30 13F CUMMINS cs 231021106 3,511 173 5.18 1,158 10.71 0.0329
2025-05-05 2025-03-31 13F CUMMINS cs 231021106 3,338 -79 -2.31 1,046 -12.17 0.0323
2025-02-04 2024-12-31 13F CUMMINS cs 231021106 3,417 390 12.88 1,191 21.53 0.0390
2025-02-04 2024-09-30 13F CUMMINS cs 231021106 3,027 652 27.45 980 48.94 0.0353
2024-07-30 2024-06-30 13F CUMMINS cs 231021106 2,375 378 18.93 658 11.90 0.0261
2024-07-30 2024-03-31 13F CUMMINS cs 231021106 1,997 -140 -6.55 589 14.84 0.0258
2024-01-09 2023-12-31 13F CUMMINS cs 231021106 2,137 -179 -7.73 513 -3.21 0.0242
2023-10-12 2023-09-30 13F CUMMINS cs 231021106 2,316 -3,067 -56.98 529 -59.89 0.0238
2023-08-14 2023-06-30 13F/A-1 CUMMINS cs 231021106 5,383 -2,946 -35.37 1,320 77.52 0.0552
2023-08-04 2023-06-30 13F CUMMINS cs 231021106 5,383 -2,946 481 0.0222
2023-04-18 2023-03-31 13F CUMMINS cs 231021106 8,329 -2,982 -26.36 744 74,200.00 0.0324
2023-02-07 2022-12-31 13F CUMMINS cs 231021106 11,311 -1,160 -9.30 1 -99.92 0.0297
2022-11-08 2022-09-30 13F CUMMINS cs 231021106 12,471 648 5.48 1,214 5.47 0.0316
2022-09-06 2022-06-30 13F/A-1 CUMMINS cs 231021106 11,823 0 0.00 1,151 0.00 0.0369
2022-09-06 2022-03-31 13F/A-1 CUMMINS cs 231021106 11,823 5,376 83.39 1,151 -19.74 0.0369
2022-08-08 2022-03-31 13F CUMMINS INC COM Stock 231021106 8,704 2,257 843 0.0172
2022-01-12 2021-12-31 13F CUMMINS INC COM Stock 231021106 6,447 -56 -0.86 1,434 -3.43 0.0280
2021-10-06 2021-09-30 13F CUMMINS INC COM Stock 231021106 6,503 329 5.33 1,485 -0.13 0.0297
2021-07-13 2021-06-30 13F CUMMINS INC COM Stock 231021106 6,174 -1,074 -14.82 1,487 -21.28 0.0308
2021-04-30 2021-03-31 13F CUMMINS INC COM Stock 231021106 7,248 -8,120 -52.84 1,889 -45.78 0.0368
2021-01-25 2020-12-31 13F CUMMINS INC COM Stock 231021106 15,368 476 3.20 3,484 10.78 0.1412
2020-10-29 2020-09-30 13F CUMMINS INC COM Stock 231021106 14,892 830 5.90 3,145 29.64 0.1877
2020-08-05 2020-06-30 13F CUMMINS INC COM Stock 231021106 14,062 12,068 605.22 2,426 805.22 0.1923
2020-05-12 2020-03-31 13F CUMMINS INC COM Stock 231021106 1,994 541 37.23 268 2.68 0.0270
2020-01-17 2019-12-31 13F CUMMINS INC COM Stock 231021106 1,453 -824 -36.19 261 -28.88 0.0196
2019-11-07 2019-09-30 13F CUMMINS INC COM Stock 231021106 2,277 -91 -3.84 367 -2.65 0.0246
2019-05-15 2019-03-31 13F CUMMINS Stock 231021106 2,368 -4,316 -64.57 377 -57.16 0.0515
2019-06-03 2018-12-31 13F/A-10 CUMMINS INC COM Stock 231021106 6,684 -1,040 -13.46 880 -21.99 0.0536
2019-01-23 2018-12-31 13F CUMMINS INC COM Stock 231021106 6,684 -1,040 880 0.0536
2019-06-03 2018-09-30 13F/A-9 CUMMINS INC COM Stock 231021106 7,724 71 0.93 1,128 10.81 0.0460
2018-10-25 2018-09-30 13F CUMMINS INC COM Stock 231021106 7,724 71 1,128 0.0460
2019-06-03 2018-06-30 13F/A-8 CUMMINS INC COM Stock 231021106 7,653 1,112 17.00 1,018 -11.86 0.0428
2018-08-07 2018-06-30 13F CUMMINS INC COM Stock 231021106 7,653 664 1,018
2019-06-03 2018-03-31 13F/A-7 CUMMINS INC COM Stock 231021106 6,541 0 0.00 1,155 0.00 0.0524
2018-05-09 2018-03-31 13F CUMMINS INC COM Stock 231021106 6,989 448 1,133
2019-06-03 2017-12-31 13F/A-6 CUMMINS INC COM Stock 231021106 6,541 -3,652 -35.83 1,155 -32.57 0.0524
2018-01-24 2017-12-31 13F CUMMINS INC COM Stock 231021106 6,541 -3,652 1,155
2017-10-30 2017-09-30 13F CUMMINS INC COM Stock 231021106 10,193 -839 -7.61 1,713 -4.30 0.0680
2019-06-03 2017-06-30 13F/A-5 CUMMINS INC COM Stock 231021106 11,032 998 9.95 1,790 18.00 0.0759
2017-07-31 2017-06-30 13F CUMMINS INC COM Stock 231021106 11,032 998 1,790
2019-06-03 2017-03-31 13F/A-4 CUMMINS INC COM Stock 231021106 10,034 -645 -6.04 1,517 3.90 0.0661
2017-04-26 2017-03-31 13F CUMMINS INC COM Stock 231021106 10,034 -645 1,517
2019-06-03 2016-12-31 13F/A-3 CUMMINS INC COM Stock 231021106 10,679 1,286 13.69 1,460 21.26 0.0705
2017-02-14 2016-12-31 13F CUMMINS INC COM Stock 231021106 10,679 1,286 1,460
2016-11-04 2016-09-30 13F CUMMINS INC COM Stock 231021106 9,393 345 3.81 1,204 18.39 0.0626
2019-06-03 2016-06-30 13F/A-2 CUMMINS INC COM Stock 231021106 9,048 6,680 282.09 1,017 169.76 0.0568
2016-08-22 2016-06-30 13F CUMMINS INC COM Stock 231021106 9,048 6,680 1,017
2019-06-03 2016-03-31 13F/A-1 CUMMINS Stock 231021106 2,368 -1,807 -43.28 377 2.72 0.0515
2016-05-02 2016-03-31 13F CUMMINS INC COM Stock 231021106 7,666 3,491 843
2016-02-11 2015-12-31 13F CUMMINS INC COM Stock 231021106 4,175 4,175 367 0.0246
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.