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Karani Asset Management’s Cummins CMI Stock Holding History

Karani Asset Management’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.46M Buy
10,551
+931
+10% +$305K 3.35% 14
2025
Q1 		$3.02M Sell
9,620
-1,698
-15% -$532K 3.19% 14
2024
Q4 		$3.95M Buy
+11,318
New +$3.95M 3.68% 13