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NorthAvenue LLC’s Cummins CMI Stock Holding History

NorthAvenue 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
Q2 		$714 Hold
1
– – ﹤0.01% 247
2026
Q1 		$539 Hold
1
– – ﹤0.01% 231
2025
Q4 		$511 Buy
+1
New +$467 ﹤0.01% 268

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

NorthAvenue LLC's CMI Position: Q2 2026 in Review

NorthAvenue LLC held its Cummins (CMI) position steady in Q2 2026 at 1 share worth $714. The position accounts for ﹤0.01% of the portfolio, ranked #247.

NorthAvenue LLC first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 462 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • NorthAvenue LLC held 1 share of Cummins worth $714 as of Q2 2026.
  • NorthAvenue LLC left its Cummins share count unchanged in Q2 2026.
  • Cummins made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #247 holding.
  • NorthAvenue LLC first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 462 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.