Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionCreative Financial Designs Inc /adv
Latest Disclosed Ownership1,266 shares
Latest Disclosed Value $ 681,159
Creative Financial Designs Inc /adv reports 2.93% increase in ownership of CMI / Cummins Inc.

On April 13, 2026 - Creative Financial Designs Inc /adv filed a 13F-HR form disclosing ownership of 1,266 shares of Cummins Inc. (MX:CMI) valued at $681,159 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,230 shares of Cummins Inc.. This represents a change in shares of 2.93% 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)
2026-04-13 2026-03-31 13F CUMMINS INC COM Stock 231021106 1,266 36 2.93 681 8.61 0.0414
2026-02-06 2025-12-31 13F CUMMINS INC COM Stock 231021106 1,230 84 7.33 628 29.55 0.0396
2025-11-12 2025-09-30 13F CUMMINS INC COM Stock 231021106 1,146 0 0.00 484 29.07 0.0325
2025-08-04 2025-06-30 13F CUMMINS INC COM Stock 231021106 1,146 -15 -1.29 375 3.31 0.0270
2025-04-23 2025-03-31 13F CUMMINS INC COM Stock 231021106 1,161 31 2.74 364 -7.63 0.0291
2025-02-10 2024-12-31 13F CUMMINS INC COM Stock 231021106 1,130 -18 -1.57 394 5.93 0.0320
2024-10-28 2024-09-30 13F CUMMINS INC COM Stock 231021106 1,148 0 0.00 372 17.03 0.0313
2024-08-06 2024-06-30 13F CUMMINS INC COM Stock 231021106 1,148 54 4.94 318 -1.55 0.0283
2024-05-01 2024-03-31 13F CUMMINS INC COM Stock 231021106 1,094 -107 -8.91 322 12.20 0.0305
2024-01-10 2023-12-31 13F CUMMINS INC COM Stock 231021106 1,201 1 0.08 288 4.74 0.0292
2023-11-14 2023-09-30 13F CUMMINS INC COM Stock 231021106 1,200 -14 -1.15 274 -7.74 0.0320
2023-07-26 2023-06-30 13F CUMMINS INC COM Stock 231021106 1,214 232 23.63 298 26.92 0.0350
2023-04-25 2023-03-31 13F CUMMINS INC COM Stock 231021106 982 114 13.13 235 11.43 0.0307
2023-02-01 2022-12-31 13F CUMMINS INC COM Stock 231021106 868 0 0.00 210 18.64 0.0311
2022-11-01 2022-09-30 13F CUMMINS INC COM Stock 231021106 868 -100 -10.33 177 -5.35 0.0289
2022-08-01 2022-06-30 13F CUMMINS INC COM Stock 231021106 968 -50 -4.91 187 -10.53 0.0307
2022-04-15 2022-03-31 13F CUMMINS INC COM Stock 231021106 1,018 50 5.17 209 -0.95 0.0318
2022-01-26 2021-12-31 13F CUMMINS INC COM Stock 231021106 968 -421 -30.31 211 -32.37 0.0318
2021-10-08 2021-09-30 13F CUMMINS INC COM Stock 231021106 1,389 -100 -6.72 312 -14.05 0.0516
2021-07-27 2021-06-30 13F CUMMINS INC COM Stock 231021106 1,489 58 4.05 363 -2.16 0.0630
2021-04-19 2021-03-31 13F CUMMINS INC COM Stock 231021106 1,431 48 3.47 371 18.15 0.0725
2021-01-08 2020-12-31 13F CUMMINS INC COM Stock 231021106 1,383 0 0.00 314 7.53 0.0671
2020-10-06 2020-09-30 13F CUMMINS INC COM Stock 231021106 1,383 695 101.02 292 145.38 0.0721
2020-07-23 2020-06-30 13F CUMMINS INC COM Stock 231021106 688 451 190.30 119 271.88 0.0361
2020-04-22 2020-03-31 13F CUMMINS INC COM Stock 231021106 237 237 32 0.0165
2019-08-07 2019-06-30 13F CUMMINS INC COM Stock 231021106 0 -89 -100.00 0 -100.00
2019-04-23 2019-03-31 13F CUMMINS INC COM Stock 231021106 89 10 12.66 14 27.27 0.0084
2019-01-24 2018-12-31 13F CUMMINS INC COM Stock 231021106 79 1 1.28 11 0.00 0.0080
2018-11-02 2018-09-30 13F CUMMINS INC COM Stock 231021106 78 -10 -11.36 11 -8.33 0.0063
2018-07-13 2018-06-30 13F CUMMINS INC COM Stock 231021106 88 78 780.00 12 500.00 0.0070
2018-05-02 2018-03-31 13F CUMMINS INC COM Stock 231021106 10 0 0.00 2 0.00 0.0013
2018-05-02 2017-12-31 13F CUMMINS INC COM Stock 231021106 10 0 0.00 2 0.00 0.0014
2018-05-02 2017-09-30 13F CUMMINS INC COM Stock 231021106 10 0 0.00 2 0.00 0.0011
2018-05-02 2017-06-30 13F CUMMINS INC COM Stock 231021106 10 10 2 0.0013
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.