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Cummins shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Cummins (CMI) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Cummins

Tip: Access up to 7 years of quarterly data

All positions including Cummins held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cummins by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $352k 690 510.60
2025-09-30 $292k 691 422.40
2025-03-31 $229k 731 313.25
2024-09-30 $91k 281 323.79

More positions owned by Capital Performance Advisors

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Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Capital Performance Advisors

Top funds holding Cummins

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Fisher Investments
Northern Trust
Royal Bank of Canada
Dimensional Fund Advisors
Raymond James Financial
Ubs Global Asset Management Americas
Bank of New York Mellon
First Eagle Investment Management
Ameriprise Financial
Hotchkis and Wiley Capital Management

View all funds holding Cummins