CUMMINS INC

$CMI
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Smart money positioned

40 of the Top-200 alpha managers hold $CMI as of the latest 13F snapshot.

13F holders
20
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

40 holders · Q1 2026

$CMI is held by 40 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.92%, with an average of 0.36% of portfolio. Largest holder: Principia Wealth Advisory, LLC at 3.92%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Principia Wealth Advisory, LLC
3.92% held
α +14.9pts
02
Sara-Bay Financial
1.99% held
α +22.0pts
03
Stillwater LLC
1.88% held
α +22.0pts
04
Blue Grotto Capital, LLC
1.18% held
α +12.7pts
05
Walkner Condon Financial Advisors LLC
0.98% held
α +23.7pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 20 · Source: 13F-HR
01
Vanguard Group Inc.
0.13% of portfolio
17,746,775 sh
02
State Street
0.13% of portfolio
6,807,690 sh
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.18% of portfolio
1,581,160 sh
04
First Eagle Investment Management, LLC
0.70% of portfolio
767,231 sh
05
Two Sigma
0.13% of portfolio
277,961 sh
06
Citadel
0.10% of portfolio
245,656 sh
07
Tudor Investment Corp. Et Al
0.50% of portfolio
165,221 sh
08
Citigroup Inc.
0.05% of portfolio
142,929 sh
09
Bridgewater Associates
0.09% of portfolio
39,476 sh
10
Linscomb Wealth, Inc.
0.67% of portfolio
27,956 sh
See all 20 13F holders · Pro →

Insider activity · last 90 days

47 transactions · 19 filers
19 May 2026
Merritt Brett Michael —
· G
218
—
G
14 May 2026
Jackson Donald G —
▼ SOLD
480
$710.36
S
14 May 2026
Jackson Donald G —
▼ SOLD
160
$711.61
S
14 May 2026
Jackson Donald G —
▼ SOLD
90
$712.69
S
13 May 2026
Stoner Nathan R —
· G
600
—
G
13 May 2026
Fetch Bonnie J —
· G
155
—
G
12 May 2026
Miller William I —
· GRANT
306
—
A
12 May 2026
Lynch Thomas J —
· GRANT
306
—
A
12 May 2026
Belske Gary L —
· GRANT
306
—
A
12 May 2026
Fisher Daniel William —
· GRANT
306
—
A
12 May 2026
Harris Carla A —
· GRANT
306
—
A
12 May 2026
Nelson Kimberly A —
· GRANT
306
—
A

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

3 disclosures · STOCK Act
Jared Moskowitz
House · Florida · Traded Mar 31
SOLD
$CMICummins Inc. Common Stock
$1K–$15K
Apr 30STOCK
Josh Gottheimer
House · New Jersey · Traded Feb 5
BOUGHT
$CMICummins Inc. Common Stock
$1K–$15K
Mar 16STOCK
Julia Letlow
House · Louisiana · Traded Feb 4
BOUGHT
$CMICummins Inc. Common Stock
$1K–$15K
Mar 12STOCK

Convergence · $CMI

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:36 UTC.