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Cummins shares owned by Holistic Planning

Quarter-by-quarter ownership of Cummins (CMI) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Cummins

Tip: Access up to 7 years of quarterly data

All positions including Cummins held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cummins by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $251k 352 713.21

More positions owned by Holistic Planning

Ea Series Trust Strive 500 Etf (STXF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ea Series Trust Stri 1000 Va Etf (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
First Tr Exchange-traded Vest Laddered (ACYN)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding Cummins

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
FMR
Fisher Investments
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Norges Bank Investment Management
Northern Trust
Raymond James Financial
Ubs Global Asset Management Americas
Bank of New York Mellon
AQR Capital Management

View all funds holding Cummins