McAdam LLC
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McAdam LLC’s Cummins CMI Stock Holding History

McAdam LLC’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$345K Buy
669
+74
+12% +$44.7K 0.01% 355
2026
Q2 		$424K Buy
595
+191
+47% +$126K 0.02% 306
2026
Q1 		$217K Sell
404
-25
-6% -$14.1K 0.01% 398
2025
Q4 		$219K Buy
+429
New +$201K 0.01% 387
2018
Q4 		– Sell
-18
Closed -$3K – 149
2018
Q3 		$3K Hold
18
– – ﹤0.01% 464
2018
Q2 		$2K Hold
18
– – ﹤0.01% 482
2018
Q1 		$3K Buy
+18
New +$3.09K ﹤0.01% 460

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

McAdam LLC's CMI Position: Q3 2026 in Review

McAdam LLC increased its Cummins (CMI) stake by 12% in Q3 2026, buying an estimated $44.7K and bringing the position to 669 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #355.

McAdam LLC first reported a position in CMI in Q1 2018 and has held it in 7 quarters since. The position peaked at $424K in Q2 2026. 534 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • McAdam LLC held 669 shares of Cummins worth $345K as of Q3 2026.
  • McAdam LLC bought 74 Cummins shares in Q3 2026, an estimated $44.7K.
  • Cummins made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #355 holding.
  • McAdam LLC first reported a position in Cummins in Q1 2018 and has held it in 7 quarters since.
  • McAdam LLC's Cummins position peaked at $424K in Q2 2026.
  • 534 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.