Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionTrue Wealth Design, LLC
Latest Disclosed Ownership269 shares
Latest Disclosed Value $ 144,728
True Wealth Design, LLC reports 18.50% increase in ownership of CMI / Cummins Inc.

On April 13, 2026 - True Wealth Design, LLC filed a 13F-HR form disclosing ownership of 269 shares of Cummins Inc. (MX:CMI) valued at $144,728 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 227 shares of Cummins Inc.. This represents a change in shares of 18.50% 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 COM 231021106 269 42 18.50 145 25.22 0.0402
2026-01-08 2025-12-31 13F CUMMINS COM 231021106 227 5 2.25 116 23.66 0.0340
2025-10-21 2025-09-30 13F CUMMINS COM 231021106 222 168 311.11 94 447.06 0.0287
2025-08-06 2025-06-30 13F CUMMINS COM 231021106 54 -188 -77.69 18 -77.33 0.0062
2025-05-13 2025-03-31 13F CUMMINS COM 231021106 242 160 195.12 76 167.86 0.0289
2025-02-14 2024-12-31 13F CUMMINS COM 231021106 82 -13 -13.68 29 -6.67 0.0111
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 95 -3,076 -97.00 31 -96.58 0.0120
2024-08-14 2024-06-30 13F CUMMINS COM 231021106 3,171 -28 -0.88 878 -6.79 0.2170
2024-05-14 2024-03-31 13F CUMMINS COM 231021106 3,199 -37 -1.14 943 21.55 0.2349
2024-02-14 2023-12-31 13F CUMMINS COM 231021106 3,236 -3 -0.09 775 4.87 0.2184
2023-11-13 2023-09-30 13F CUMMINS COM 231021106 3,239 -79 -2.38 740 -9.10 0.2477
2023-08-14 2023-06-30 13F CUMMINS COM 231021106 3,318 -3 -0.09 813 2.52 0.2974
2023-05-12 2023-03-31 13F CUMMINS COM 231021106 3,321 -72 -2.12 793 -3.53 0.3326
2023-02-15 2022-12-31 13F CUMMINS COM 231021106 3,393 3,393 822 0.3804
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.